We are live on ! Find out more

549 hedge funds and large institutions have $8.36B invested in Newmont in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 171 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $7.35B → $8.36B (+$1.01B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 63

0.7% less ownership

Funds ownership: 77.65%76.95% (-0.7%)

1% less funds holding

Funds holding: 554549 (-5)

20% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 214

27% less call options, than puts

Call options by funds: $210M | Put options by funds: $286M

Holders
549
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
14.63%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
67
Increased
171
Reduced
214
Closed
63
Calls
$210M
Puts
$286M
Net Calls
-$76.3M
Net Calls Change
+$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
476
Intersect Capital
California
$34K
WA
477
WFG Advisors
Texas
$33K
ST
478
Smithfield Trust
Pennsylvania
$33K +$35.1K +1,500 New
BBPWM
479
Blue Bell Private Wealth Management
Pennsylvania
$32K
KTC
480
Kistler-Tiffany Companies
Pennsylvania
$30K
IMS
481
Index Management Solutions
Pennsylvania
$29K -$74.6K -3,191 -70%
SIA
482
Stancorp Investment Advisers
Oregon
$29K +$47 +2 +0.2%
FMA
483
FNY Managed Accounts
New York
$26.1K +$28K +1,200 New
AA
484
Apriem Advisors
California
$26K
CAW
485
Cornerstone Advisors (Washington)
Washington
$26K
FHA
486
First Horizon Advisors
Tennessee
$26K
WCM
487
Wealthcare Capital Management
Virginia
$26K +$27.7K +1,185 New
RFA
488
Reilly Financial Advisors
California
$24K -$584 -25 -2%
PVH
489
Psagot Value Holdings
Israel
$24K
NC
490
NewSquare Capital
Pennsylvania
$22K
RCWMU
491
Rothschild & Co Wealth Management (UK)
United Kingdom
$22K
LOCC
492
Lombard Odier & Cie (Canada)
Quebec, Canada
$22K +$23.4K +1,000 New
ASN
493
Advisory Services Network
Georgia
$21K
BFEC
494
Benjamin F. Edwards & Company
Missouri
$20K +$21K +900 +6,000%
NFG
495
Next Financial Group
Texas
$18K -$117 -5 -0.6%
MSTVIM
496
Messner & Smith Theme Value Investment Management
California
$17K
PCC
497
Park Circle Company
Maryland
$17K
PSC
498
Prentiss Smith & Co
Vermont
$17K
SC
499
Saturna Capital
Washington
$15K
NYLT
500
New York Life Trust
New York
$15K +$15.8K +677 New

NEM Hedge Fund Activity: Q1 2015 in Review

549 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q1 2015, worth a combined $8.36B — up 14% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NEM positions and 63 closed out — a net gain of 4 holders — while 171 added to existing stakes and 214 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $253M. The largest seller was Global Thematic Partners, cutting an estimated $143M.

  • 549 institutional investors held Newmont (NEM) as of Q1 2015, down from 554 in Q4 2014.
  • Funds reported $8.36B of Newmont stock for Q1 2015, up 14% quarter-over-quarter.
  • 67 funds opened new Newmont positions in Q1 2015 and 63 closed out, a net change of +4 holders.
  • The largest Newmont buyer in Q1 2015 was Carmignac Gestion, an estimated $253M added.
  • The largest Newmont seller in Q1 2015 was Global Thematic Partners, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2015.