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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
WTC
551
WhitTier Trust Company
Nevada
$23K +$15.9K +669 +206%
NSIM
552
North Star Investment Management
Illinois
$23K +$23.8K +1,000 New
RCWMU
553
Rothschild & Co Wealth Management (UK)
United Kingdom
$23K +$23.8K +1,000 New
BPBT
554
Boston Private Bank & Trust
Massachusetts
$21K -$7K -294 -25%
MSTVIM
555
Messner & Smith Theme Value Investment Management
California
$21K +$21.4K +900 New
FIG
556
Fusion Investment Group
Pennsylvania
$20K -$10.1K -425 -29%
MAM
557
Mizuho Asset Management
Japan
$20K
JIC
558
Joel Isaacson & Co
New York
$20K +$119 +5 +0.6%
PSC
559
Prentiss Smith & Co
Vermont
$19K
HCM
560
Highlander Capital Management
New Jersey
$17.7K
GI
561
Gradient Investments
Minnesota
$17K -$17.8K -746 -50%
MIC
562
MU Investments Company
Japan
$17K
PSUF
563
People's United Financial
Connecticut
$17K
SC
564
Saturna Capital
Washington
$16K +$16.7K +700 New
WT
565
Whittier Trust
California
$15K
EWM
566
Edge Wealth Management
New York
$15K +$1.4K +59 +10%
VNB
567
Valley National Bancorp
New York
$14K -$30.9K -1,300 -69%
VIMU
568
Veritas Investment Management (UK)
United Kingdom
$14K
SSB
569
Sandy Spring Bank
Maryland
$12K -$14.3K -603 -55%
SNT
570
Security National Trust
West Virginia
$12K -$7.14K -300 -38%
Manulife (Manufacturers Life Insurance)
571
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.6K +$188K +7,892 +2%
PTC
572
Private Trust Company
Ohio
$11K -$9.23K -388 -46%
PP
573
Palladium Partners
Virginia
$11K +$11.1K +466 New
EFSCE
574
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$6.09K +256 +160%
EMA
575
Efficient Market Advisors
California
$9K

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.