We are live on ! Find out more

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
Envestnet Asset Management
576
Envestnet Asset Management
Illinois
$8K -$59.4K -2,498 -88%
OC
577
Oakworth Capital
Alabama
$8K
WA
578
Waverly Advisors
Alabama
$7K -$762 -32 -10%
FMP
579
Financial Management Professionals
Texas
$7K
HRIA
580
Haberer Registered Investment Advisor
Ohio
$7K
SFU
581
Stonehage Fleming (UK)
United Kingdom
$7K +$95.2K +4,000 +52%
GAM
582
Gemmer Asset Management
California
$6K +$6.24K +262 New
JT
583
Jump Trading
Illinois
$5K -$33.3K -1,401 -87%
BAM
584
Barrett Asset Management
New York
$5K
FA
585
Financial Advantage
Maryland
$5K
JAM
586
Jolley Asset Management
North Carolina
$5K +$24 +1 +0.5%
BCMIO
587
Beacon Capital Management Inc (Ohio)
Ohio
$4K
DA
588
Dunvegan Associates
California
$4K +$3.81K +160 New
FNBSF
589
First National Bank Sioux Falls
South Dakota
$3K
NIM
590
NuWave Investment Management
New Jersey
$2K -$995K -41,800 -100%
TCM
591
Tradewinds Capital Management
Washington
$2K -$7.14K -300 -78%
MIM
592
Macroview Investment Management
Maryland
$2K
SFSIG
593
San Francisco Sentry Investment Group
California
$2K
TCOV
594
Trust Company of Vermont
Vermont
$2K
TF
595
Tompkins Financial
New York
$2K +$1.21K +51 +340%
Walleye Trading
596
Walleye Trading
New York
$1.79K +$86.1K +3,619 +5%
ECM
597
Estabrook Capital Management
New York
$1.64K
TFO
598
Tarbox Family Office
California
$1K -$1.71K -72 -56%
PCTC
599
Perkins Coie Trust Company
Washington
$1K
BRWM
600
B. Riley Wealth Management
Tennessee
$1K +$1.02K +43 New

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.