We are live on ! Find out more

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
AWM
1001
Abound Wealth Management
Tennessee
$4.57K +$1.45K +32 +43%
MIM
1002
Macroview Investment Management
Maryland
$4.52K
CSWM
1003
Cassady Schiller Wealth Management
Ohio
$4.27K
CI
1004
Cordant Inc
Oregon
$4.27K
HS
1005
Horan Securities
United States
$4.27K
OC
1006
Oakworth Capital
Alabama
$4.27K
TC
1007
Trust Company
Kansas
$4.27K
GWMIA
1008
Global Wealth Management Investment Advisory
Florida
$4.27K +$4.54K +100 New
EWM
1009
Evermay Wealth Management
Virginia
$4.18K
CSB
1010
City State Bank
Iowa
$4K
IWP
1011
IAG Wealth Partners
Wisconsin
$3.58K
KFI
1012
Key Financial Inc
Pennsylvania
$3.58K +$3.81K +84 New
MFT
1013
Moisand Fitzgerald Tamayo
Florida
$3.33K
NC
1014
NewSquare Capital
Pennsylvania
$3.11K
RG
1015
Retirement Group
California
$3.07K
BONH
1016
Bank of New Hampshire
New Hampshire
$2.86K
DI
1017
Disciplined Investments
Oklahoma
$2.82K +$409 +9 +16%
WTC
1018
WhitTier Trust Company
Nevada
$2.77K
WPA
1019
West Paces Advisors
Georgia
$2.65K
TAM
1020
Tucker Asset Management
Colorado
$2.47K
WAM
1021
Worth Asset Management
Texas
$2.22K -$33.5K -738 -93%
MCM
1022
Manchester Capital Management
Vermont
$2.18K
PO
1023
Private Ocean
California
$2.09K
APC
1024
Aspire Private Capital
North Carolina
$2.05K
Kayne Anderson Rudnick Investment Management
1025
Kayne Anderson Rudnick Investment Management
California
$2.05K +$2.18K +48 New

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.