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1,055 hedge funds and large institutions have $27.6B invested in Newmont in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 415 increasing their positions, 385 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $742M | Put options by funds: $583M

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

8% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 385

0.61% more ownership

Funds ownership: 80.44%81.05% (+0.61%)

2% less funds holding

Funds holding: 1,0791,055 (-24)

12% less capital invested

Capital invested by funds: $31.4B → $27.6B (-$3.74B)

18% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 117

Holders
1,055
Holders Change
-24
Holders Change %
-2.22%
% of All Funds
16.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.44%
New
96
Increased
415
Reduced
385
Closed
117
Calls
$742M
Puts
$583M
Net Calls
+$158M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
926
Zions Bancorporation
Utah
$27.7K -$2.45K -54 -8%
DAM
927
Delta Asset Management
Tennessee
$27.5K
IGWM
928
ICA Group Wealth Management
Colorado
$26.8K +$45 +1 +0.2%
SHIM
929
Stone House Investment Management
Pennsylvania
$26.3K +$25.9K +571 +1,241%
VNA
930
Valley National Advisers
Pennsylvania
$26K +$454 +10 +2%
TF
931
TimeScale Financial
Massachusetts
$26K +$227 +5 +0.8%
LC
932
Lindbrook Capital
California
$25.7K -$57K -1,256 -68%
NFSG
933
Newbridge Financial Services Group
Florida
$24.4K -$2.27K -50 -8%
GFPC
934
Global Financial Private Client
Florida
$24.2K -$6.58K -145 -20%
EWA
935
EverSource Wealth Advisors
Alabama
$24.1K +$3.13K +69 +14%
FMII
936
Farmers & Merchants Investments Inc
Nebraska
$22.6K
HWA
937
HHM Wealth Advisors
Tennessee
$22.6K
CWM
938
Compass Wealth Management
Connecticut
$22.5K
CWC
939
Carolinas Wealth Consulting
North Carolina
$22.3K
VLKIM
940
Van Lanschot Kempen Investment Management
Netherlands
$22.3K
AWM
941
Avior Wealth Management
Nebraska
$22.2K -$12K -265 -34%
QL
942
Quarry LP
New York
$21.8K -$5.13K -113 -18%
HI
943
Hoey Investments
Pennsylvania
$21.3K
OLVIG
944
Oliver Lagore Vanvalin Investment Group
Michigan
$21.3K
JWA
945
JFS Wealth Advisors
Pennsylvania
$21.3K
EWM
946
Endurance Wealth Management
Rhode Island
$21K
MCM
947
MV Capital Management
Maryland
$20.1K -$4.18K -92 -16%
IAS
948
IMA Advisory Services
Colorado
$20K
CFO
949
CVA Family Office
Colorado
$19.5K -$25.3K -558 -55%
CTA
950
Colonial Trust Advisors
South Carolina
$19.2K

NEM Hedge Fund Activity: Q2 2023 in Review

1,055 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q2 2023, worth a combined $27.6B — down 12% from $31.4B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of NEM and 96 opened new positions — a net loss of 21 holders — while 385 trimmed existing stakes and 415 added.

The largest buyer was Man Group, opening a new position worth an estimated $209M. The largest seller was OFI Invest Asset Management, exiting entirely with an estimated $225M sold.

  • 1,055 institutional investors held Newmont (NEM) as of Q2 2023, down from 1,079 in Q1 2023.
  • Funds reported $27.6B of Newmont stock for Q2 2023, down 12% quarter-over-quarter.
  • 96 funds opened new Newmont positions in Q2 2023 and 117 closed out, a net change of -21 holders.
  • The largest Newmont buyer in Q2 2023 was Man Group, an estimated $209M added.
  • The largest Newmont seller in Q2 2023 was OFI Invest Asset Management, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2023.