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603 hedge funds and large institutions have $8.43B invested in Newmont in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 224 increasing their positions, 234 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $8.57B → $8.43B (-$138M)

4% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 234

1.7% less ownership

Funds ownership: 73.97%72.27% (-1.7%)

3% less funds holding

Funds holding: 623603 (-20)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

17% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 76

31% less call options, than puts

Call options by funds: $357M | Put options by funds: $515M

Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
17.41%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.4%
New
63
Increased
224
Reduced
234
Closed
76
Calls
$357M
Puts
$515M
Net Calls
-$158M
Net Calls Change
-$418M
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
501
QCI Asset Management
New York
$173K +$3.57K +150 +2%
FMLI
502
Fukoku Mutual Life Insurance
Japan
$155K -$871K -36,600 -85%
LOCC
503
Lombard Odier & Cie (Canada)
Quebec, Canada
$152K
RIA
504
Regal Investment Advisors
Michigan
$136K +$25.3K +1,064 +22%
MCM
505
Manchester Capital Management
Vermont
$120K +$11.8K +494 +11%
CMBA
506
C.M. Bidwell & Associates
Hawaii
$113K -$2.7M -113,325 -96%
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K -$2.05K -86 -2%
BRWA
508
B. Riley Wealth Advisors
Florida
$90K -$109K -4,599 -54%
TRCT
509
Tower Research Capital (TRC)
New York
$90K -$30.9K -1,300 -25%
GIS
510
Guardian Investor Services
New York
$90K -$3.43K -144 -4%
BAM
511
Brave Asset Management
New Jersey
$84K
LFR
512
Lehman Financial Resources
Pennsylvania
$82K
WTB
513
Washington Trust Bank
Washington
$81K +$82.6K +3,473 New
KTC
514
Kistler-Tiffany Companies
Pennsylvania
$76K
MA
515
MCF Advisors
Kentucky
$76K +$13.6K +572 +21%
STC
516
SEI Trust Company
Pennsylvania
$73K -$2.47M -103,770 -97%
AR
517
Advisory Research
Illinois
$70K +$70.7K +2,969 New
ST
518
Smithfield Trust
Pennsylvania
$70K +$71.4K +3,000 New
VIA
519
Vantage Investment Advisors
Pennsylvania
$68K +$69K +2,900 New
RNS
520
Robert N. Shapiro
$66K -$5.24K -220 -7%
GLI
521
Guardian Life Insurance
New York
$66K -$143 -6 -0.2%
WA
522
WFG Advisors
Texas
$64K -$312K -13,114 -83%
HI
523
Hendershot Investments
Virginia
$61K -$187K -7,879 -75%
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$61K -$13.9K -583 -18%
TWA
525
TCI Wealth Advisors
Arizona
$59K -$6.04K -254 -9%

NEM Hedge Fund Activity: Q1 2014 in Review

603 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q1 2014, worth a combined $8.43B — down 1.6% from $8.57B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of NEM and 63 opened new positions — a net loss of 13 holders — while 234 trimmed existing stakes and 224 added.

The largest buyer was Orbis Holdings, opening a new position worth an estimated $230M. The largest seller was Franklin Resources, cutting an estimated $95.2M.

  • 603 institutional investors held Newmont (NEM) as of Q1 2014, down from 623 in Q4 2013.
  • Funds reported $8.43B of Newmont stock for Q1 2014, down 1.6% quarter-over-quarter.
  • 63 funds opened new Newmont positions in Q1 2014 and 76 closed out, a net change of -13 holders.
  • The largest Newmont buyer in Q1 2014 was Orbis Holdings, an estimated $230M added.
  • The largest Newmont seller in Q1 2014 was Franklin Resources, an estimated $95.2M sold.

Based on aggregated 13F filings for Q1 2014.