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Newmont

639 hedge funds and large institutions have $18.1B invested in Newmont in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 250 increasing their positions, 189 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 49

32% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 189

13% more capital invested

Capital invested by funds: $16B → $18.1B (+$2.04B)

7.54% more ownership

Funds ownership: 87.57%95.11% (+7.5%)

4% more funds holding

Funds holding: 612639 (+27)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

26% less call options, than puts

Call options by funds: $399M | Put options by funds: $539M

Holders
639
Holders Change
+27
Holders Change %
+4.41%
% of All Funds
13.83%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.43%
New
80
Increased
250
Reduced
189
Closed
49
Calls
$399M
Puts
$539M
Net Calls
-$140M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Barnett & Company
Tennessee
$41K
ATC
527
Adirondack Trust Company
New York
$41K +$44.4K +1,312 New
BWM
528
Baystate Wealth Management
Massachusetts
$40K +$11.1K +328 +36%
FHA
529
First Horizon Advisors
Tennessee
$39K
ZB
530
Zions Bancorporation
Utah
$39K +$37K +1,091 New
FHA
531
Flagship Harbor Advisors
Massachusetts
$38K -$12.4K -367 -25%
MRCM
532
M&R Capital Management
New Jersey
$38K
CAC
533
Certified Advisory Corp
Florida
$37K
NFG
534
Next Financial Group
Texas
$36K
BCA
535
Berman Capital Advisors
Georgia
$36K +$4.4K +130 +15%
NFH
536
NEXT Financial Holdings
Texas
$36K +$33.9K +1,000 New
LB
537
Legacy Bridge
Iowa
$36K +$34.4K +1,014 New
HNB
538
Huntington National Bank
Ohio
$35K
CAM
539
Cresset Asset Management
Illinois
$35K +$2K +59 +6%
RCAG
540
Rehmann Capital Advisory Group
Michigan
$34.6K +$25.5K +753 +350%
OIA
541
OneDigital Investment Advisors
Kansas
$34K
SWM
542
SeaCrest Wealth Management
New York
$34K +$1.69K +50 +6%
SLF
543
Sun Life Financial
Ontario, Canada
$32K -$19.3K -571 -39%
DSC
544
Duncker Streett & Co
Missouri
$31K
SMFS
545
Squar Milner Financial Services
California
$31K
PCM
546
Penserra Capital Management
California
$31K +$2.03K +60 +7%
APA
547
American Portfolios Advisors
New York
$28K
CFD
548
Creative Financial Designs
Indiana
$27K +$6.1K +180 +32%
SBL
549
Sargent Bickham Lagudis
Colorado
$27K +$17K +501 +193%
GEA
550
Glen Eagle Advisors
New Jersey
$25K

NEM Hedge Fund Activity: Q1 2019 in Review

639 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q1 2019, worth a combined $18.1B — up 13% from $16B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new NEM positions and 49 closed out — a net gain of 31 holders — while 250 added to existing stakes and 189 trimmed.

The largest buyer was BlackRock, adding an estimated $225M. The largest seller was Fidelity Investments, cutting an estimated $120M.

  • 639 institutional investors held Newmont (NEM) as of Q1 2019, up from 612 in Q4 2018.
  • Funds reported $18.1B of Newmont stock for Q1 2019, up 13% quarter-over-quarter.
  • 80 funds opened new Newmont positions in Q1 2019 and 49 closed out, a net change of +31 holders.
  • The largest Newmont buyer in Q1 2019 was BlackRock, an estimated $225M added.
  • The largest Newmont seller in Q1 2019 was Fidelity Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2019.