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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
VNA
901
Valley National Advisers
Pennsylvania
$34K
KA
902
Kozak & Associates
Colorado
$34K +$33.6K +569 New
TFA
903
Toth Financial Advisory
Virginia
$33K
CB
904
Community Bank
New York
$33K +$35.4K +600 New
SC
905
Steph & Co
Wisconsin
$33K +$35.4K +600 New
GWSG
906
GPS Wealth Strategies Group
Colorado
$32K -$4.01K -68 -10%
AP
907
Arlington Partners
Alabama
$32K +$35.1K +595 New
HA
908
Herold Advisors
New York
$32K +$35.4K +600 New
GFPC
909
Global Financial Private Client
Florida
$30.2K
GRP
910
Global Retirement Partners
California
$30K +$11.3K +192 +53%
MCM
911
Manchester Capital Management
Vermont
$30K +$29.5K +500 +980%
ZB
912
Zions Bancorporation
Utah
$29K -$2.54K -43 -8%
HWA
913
HHM Wealth Advisors
Tennessee
$29K
HWM
914
HighMark Wealth Management
Minnesota
$29K +$31.3K +530 New
CA
915
Clearstead Advisors
Ohio
$29K +$31.9K +541 New
CFA
916
Carroll Financial Associates
North Carolina
$28K -$55.4K -939 -64%
TF
917
TimeScale Financial
Massachusetts
$28K +$236 +4 +0.8%
KIG
918
Kowal Investment Group
Wisconsin
$28K +$30.7K +521 New
CBT
919
CoreFirst Bank & Trust
Kansas
$27K
EWM
920
Endurance Wealth Management
Rhode Island
$27K
TWP
921
TFO Wealth Partners
Ohio
$27K +$29.2K +496 New
IAS
922
IMA Advisory Services
Colorado
$25K
SCA
923
Stonebridge Capital Advisors
Minnesota
$24K -$14.7K -250 -36%
CFD
924
Creative Financial Designs
Indiana
$24K -$1K -17 -4%
PCA
925
Providence Capital Advisors
North Carolina
$24K

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.