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1,014 hedge funds and large institutions have $33.7B invested in Newmont in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 404 increasing their positions, 366 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 366

6% less call options, than puts

Call options by funds: $676M | Put options by funds: $715M

1.36% less ownership

Funds ownership: 79.05%77.7% (-1.4%)

4% less funds holding

Funds holding: 1,0521,014 (-38)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

16% less capital invested

Capital invested by funds: $40B → $33.7B (-$6.37B)

23% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 118

Holders
1,014
Holders Change
-38
Holders Change %
-3.61%
% of All Funds
17.75%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.49%
New
91
Increased
404
Reduced
366
Closed
118
Calls
$676M
Puts
$715M
Net Calls
-$39.8M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BBI
551
Baxter Bros Inc
Connecticut
$874K +$142K +2,400 +18%
CA
552
Cetera Advisors
Colorado
$873K +$168K +2,846 +22%
LF
553
Lee Financial
Texas
$872K
CCC
554
Chelsea Counsel Company
California
$870K +$32.4K +550 +4%
TW
555
TrinityPoint Wealth
Connecticut
$868K +$9.38K +159 +1%
HCM
556
Harvey Capital Management
Florida
$857K +$307K +5,200 +49%
FWM
557
Frontier Wealth Management
Missouri
$846K +$918K +15,572 New
SPIA
558
Steward Partners Investment Advisory
New York
$842K -$22.8K -387 -2%
SCM
559
Shelton Capital Management
Colorado
$839K
SWM
560
Sculati Wealth Management
Michigan
$834K +$140K +2,380 +18%
IPW
561
Inlet Private Wealth
Florida
$823K +$183K +3,100 +26%
RB
562
Rodgers Brothers
Pennsylvania
$816K +$177K +3,000 +25%
OSAM
563
O'Shaughnessy Asset Management
Connecticut
$811K +$114K +1,935 +15%
HHAM
564
HITE Hedge Asset Management
Massachusetts
$809K
GT
565
Greenleaf Trust
Michigan
$805K -$37.9K -643 -4%
APWA
566
Atlas Private Wealth Advisors
New Jersey
$802K +$217K +3,682 +33%
SFG
567
SevenBridge Financial Group
Pennsylvania
$800K +$208K +3,531 +32%
JFA
568
Johanson Financial Advisors
California
$795K -$276K -4,688 -24%
ACM
569
Azimuth Capital Management
Michigan
$795K +$259K +4,390 +43%
RJT
570
Raymond James Trust
Florida
$793K +$227K +3,841 +36%
QP
571
Quilter Plc
United Kingdom
$792K -$50.1K -850 -6%
KWM
572
Kingsview Wealth Management
Oregon
$788K +$856K +14,518 New
VC
573
Veracity Capital
Georgia
$786K -$50.2K -852 -6%
UCFA
574
United Capital Financial Advisors
Texas
$784K +$21.9K +372 +3%
BCM
575
BTR Capital Management
California
$784K +$87.9K +1,490 +12%

NEM Hedge Fund Activity: Q3 2021 in Review

1,014 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q3 2021, worth a combined $33.7B — down 16% from $40B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of NEM and 91 opened new positions — a net loss of 27 holders — while 366 trimmed existing stakes and 404 added.

The largest buyer was Invesco, adding an estimated $183M. The largest seller was GQG Partners, cutting an estimated $237M.

  • 1,014 institutional investors held Newmont (NEM) as of Q3 2021, down from 1,052 in Q2 2021.
  • Funds reported $33.7B of Newmont stock for Q3 2021, down 16% quarter-over-quarter.
  • 91 funds opened new Newmont positions in Q3 2021 and 118 closed out, a net change of -27 holders.
  • The largest Newmont buyer in Q3 2021 was Invesco, an estimated $183M added.
  • The largest Newmont seller in Q3 2021 was GQG Partners, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2021.