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1,017 hedge funds and large institutions have $38.4B invested in Newmont in 2021 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 418 increasing their positions, 332 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 332

24% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 108

2% more funds holding

Funds holding: 1,0011,017 (+16)

0.98% more ownership

Funds ownership: 78.83%79.8% (+0.98%)

1% less capital invested

Capital invested by funds: $38.8B → $38.4B (-$316M)

2% less call options, than puts

Call options by funds: $522M | Put options by funds: $535M

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

Holders
1,017
Holders Change
+16
Holders Change %
+1.6%
% of All Funds
17.86%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.56%
New
134
Increased
418
Reduced
332
Closed
108
Calls
$522M
Puts
$535M
Net Calls
-$12.8M
Net Calls Change
+$391M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
1001
Heritage Wealth Management (Arizona)
Arizona
$2K +$2.15K +36 New
WWMSC
1002
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.15K +36 New
WT
1003
Whittier Trust
California
$1K -$94.3K -1,577 -99%
CCM
1004
Covington Capital Management
California
$1K -$3.89K -65 -87%
AWM
1005
Avior Wealth Management
Nebraska
$1K
LFG
1006
Larson Financial Group
Missouri
$1K
LWM
1007
Liberty Wealth Management
California
$1K
PCTC
1008
Perkins Coie Trust Company
Washington
$1K
CWA
1009
Clearview Wealth Advisors
Oregon
$1K +$1.02K +17 New
HDIM
1010
Hanson & Doremus Investment Management
Vermont
$1K +$1.14K +19 New
MCM
1011
MV Capital Management
Maryland
$1K +$1.14K +19 New
CWP
1012
Concord Wealth Partners
Virginia
$1K +$1.2K +20 New
TSW
1013
Thompson Siegel & Walmsley
Virginia
$1K +$1.38K +23 New
EWM
1014
Elite Wealth Management
Washington
$724 +$373K +6,235 +108%
FGAM
1015
Financial Gravity Asset Management
Texas
$263
MA
1016
MBA Advisors
Pennsylvania
$219 +$217K +3,626 New
BBHC
1017
Brown Brothers Harriman & Co
New York
$73 -$70K -1,170 -49%
DCM
1018
Driehaus Capital Management
Illinois
-$54.6M -911,909 Closed
WCA
1019
Waratah Capital Advisors
Ontario, Canada
-$12.2M -204,428 Closed
WHG
1020
Westwood Holdings Group
Texas
-$10.6M -177,122 Closed
Simplex Trading
1021
Simplex Trading
Illinois
-$10.1M -169,226 -77%
TCM
1022
Trybe Capital Management
Connecticut
-$9.15M -152,750 Closed
PHK
1023
Point72 Hong Kong
Hong Kong
-$8.85M -147,868 Closed
Voloridge Investment Management
1024
Voloridge Investment Management
Florida
-$8.64M -144,197 Closed
BCM
1025
Bluefin Capital Management
New York
-$7.38M -123,167 Closed

NEM Hedge Fund Activity: Q1 2021 in Review

1,017 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q1 2021, worth a combined $38.4B — down 0.82% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new NEM positions and 108 closed out — a net gain of 26 holders — while 418 added to existing stakes and 332 trimmed.

The largest buyer was Charles Schwab, adding an estimated $353M. The largest seller was Fidelity Investments, cutting an estimated $401M.

  • 1,017 institutional investors held Newmont (NEM) as of Q1 2021, up from 1,001 in Q4 2020.
  • Funds reported $38.4B of Newmont stock for Q1 2021, down 0.82% quarter-over-quarter.
  • 134 funds opened new Newmont positions in Q1 2021 and 108 closed out, a net change of +26 holders.
  • The largest Newmont buyer in Q1 2021 was Charles Schwab, an estimated $353M added.
  • The largest Newmont seller in Q1 2021 was Fidelity Investments, an estimated $401M sold.

Based on aggregated 13F filings for Q1 2021.