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627 hedge funds and large institutions have $16.9B invested in Newmont in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

42% more call options, than puts

Call options by funds: $577M | Put options by funds: $407M

4% more funds holding

Funds holding: 603627 (+24)

1% more capital invested

Capital invested by funds: $16.8B → $16.9B (+$173M)

0.95% more ownership

Funds ownership: 80.12%81.07% (+0.95%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
627
Holders Change
+24
Holders Change %
+3.98%
% of All Funds
16.73%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
73
Increased
211
Reduced
233
Closed
42
Calls
$577M
Puts
$407M
Net Calls
+$169M
Net Calls Change
+$87.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
551
Kistler-Tiffany Companies
Pennsylvania
$53K
SAMC
552
Shinko Asset Management Company
Japan
$53K
RPG
553
Risk Paradigm Group
Texas
$51.7K +$21.9K +528 +67%
NFG
554
Next Financial Group
Texas
$51K +$12.4K +300 +30%
SWA
555
Sutton Wealth Advisors
Florida
$49.2K +$1.45K +35 +3%
IPC
556
Independent Portfolio Consultants
Florida
$48K -$2.28K -55 -4%
PMFA
557
Plante Moran Financial Advisors
Michigan
$48K +$41.5K +1,000 +469%
EDRE
558
Edmond de Rothschild (Europe)
Luxembourg
$47K
JT
559
Jump Trading
Illinois
$42K +$44.2K +1,066 New
TCOV
560
Trust Company of Vermont
Vermont
$41K +$33.2K +800 +320%
BBPWM
561
Blue Bell Private Wealth Management
Pennsylvania
$40K
IC
562
IKOS CIF
Cyprus
$40K +$25.6K +617 +154%
NC
563
NewSquare Capital
Pennsylvania
$39K
NSIM
564
North Star Investment Management
Illinois
$39K
LOCC
565
Lombard Odier & Cie (Canada)
Quebec, Canada
$39K +$41.5K +1,000 New
LWCFA
566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
KLI
567
Kelman-Lazarov Inc
Tennessee
$33.7K
AssetMark Inc
568
AssetMark Inc
California
$33K +$35.2K +850 New
WP
569
WealthPLAN Partners
Nebraska
$31.7K -$27.9K -674 -42%
MSTVIM
570
Messner & Smith Theme Value Investment Management
California
$31K
WAM
571
Wealthspire Advisors (Maryland)
Maryland
$30K +$5.35K +129 +20%
SCA
572
Stuart Chaussee & Associates
California
$27K
CAW
573
Cornerstone Advisors (Washington)
Washington
$27K +$6.26K +151 +28%
BC
574
Bartlett & Co
Ohio
$26K
HCM
575
Highlander Capital Management
New Jersey
$26K

NEM Hedge Fund Activity: Q3 2016 in Review

627 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q3 2016, worth a combined $16.9B — up 1% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new NEM positions and 42 closed out — a net gain of 31 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $146M. The largest seller was T. Rowe Price Associates, cutting an estimated $145M.

  • 627 institutional investors held Newmont (NEM) as of Q3 2016, up from 603 in Q2 2016.
  • Funds reported $16.9B of Newmont stock for Q3 2016, up 1% quarter-over-quarter.
  • 73 funds opened new Newmont positions in Q3 2016 and 42 closed out, a net change of +31 holders.
  • The largest Newmont buyer in Q3 2016 was Janus Henderson Investors US, an estimated $146M added.
  • The largest Newmont seller in Q3 2016 was T. Rowe Price Associates, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2016.