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1,055 hedge funds and large institutions have $27.6B invested in Newmont in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 415 increasing their positions, 385 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $742M | Put options by funds: $583M

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

8% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 385

0.61% more ownership

Funds ownership: 80.44%81.05% (+0.61%)

2% less funds holding

Funds holding: 1,0791,055 (-24)

12% less capital invested

Capital invested by funds: $31.4B → $27.6B (-$3.74B)

18% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 117

Holders
1,055
Holders Change
-24
Holders Change %
-2.22%
% of All Funds
16.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.44%
New
96
Increased
415
Reduced
385
Closed
117
Calls
$742M
Puts
$583M
Net Calls
+$158M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
526
Horizon Kinetics Asset Management
New York
$976K -$21.2K -467 -2%
HT
527
HAP Trading
New York
$963K +$343K +7,560 +50%
GT
528
Greenleaf Trust
Michigan
$960K +$73.5K +1,619 +8%
EW
529
Evoke Wealth
California
$959K +$239K +5,271 +31%
OP
530
ORG Partners
Indiana
$958K -$366K -8,058 -26%
KeyBank National Association
531
KeyBank National Association
Ohio
$945K +$274K +6,030 +37%
SMC
532
Smith, Moore & Co
Missouri
$939K +$31.4K +691 +3%
WSC
533
Wellington Shields & Co
New York
$939K +$9.08K +200 +0.9%
FAM
534
Formidable Asset Management
Ohio
$936K -$81.3K -1,792 -8%
RSWM
535
Robertson Stephens Wealth Management
California
$932K +$206K +4,539 +26%
CDH
536
Charles D. Hyman
$913K
CIP
537
Convergence Investment Partners
Florida
$911K -$393K -8,650 -29%
ECM
538
Evergreen Capital Management
Washington
$910K +$161K +3,557 +20%
HCA
539
Harbor Capital Advisors
Illinois
$896K
PWM
540
Perigon Wealth Management
California
$891K +$97.5K +2,147 +11%
DCM
541
Dudley Capital Management
Virginia
$890K -$5.63K -124 -0.6%
SIAP
542
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$888K +$3.4K +75 +0.4%
IWC
543
Integrated Wealth Concepts
Massachusetts
$887K +$523K +11,531 +124%
SG Americas Securities
544
SG Americas Securities
New York
$876K -$1.63M -35,936 -64%
LFA
545
LGT Financial Advisors
Texas
$868K +$611K +13,454 +195%
Cerity Partners
546
Cerity Partners
New York
$867K -$291K -6,416 -24%
MRWM
547
ML&R Wealth Management
Texas
$863K +$919K +20,239 New
BG
548
Bahl & Gaynor
Ohio
$860K +$40.8K +899 +5%
MFS
549
Madrona Financial Services
Washington
$858K
TCM
550
Teza Capital Management
Illinois
$833K -$488K -10,759 -36%

NEM Hedge Fund Activity: Q2 2023 in Review

1,055 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q2 2023, worth a combined $27.6B — down 12% from $31.4B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of NEM and 96 opened new positions — a net loss of 21 holders — while 385 trimmed existing stakes and 415 added.

The largest buyer was Man Group, opening a new position worth an estimated $209M. The largest seller was OFI Invest Asset Management, exiting entirely with an estimated $225M sold.

  • 1,055 institutional investors held Newmont (NEM) as of Q2 2023, down from 1,079 in Q1 2023.
  • Funds reported $27.6B of Newmont stock for Q2 2023, down 12% quarter-over-quarter.
  • 96 funds opened new Newmont positions in Q2 2023 and 117 closed out, a net change of -21 holders.
  • The largest Newmont buyer in Q2 2023 was Man Group, an estimated $209M added.
  • The largest Newmont seller in Q2 2023 was OFI Invest Asset Management, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2023.