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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
CAL
1026
Capital Analysts LLC
Pennsylvania
$2K
KFP
1027
KB Financial Partners
New Jersey
$2K
SIC
1028
SJS Investment Consulting
Ohio
$1.83K -$817 -18 -30%
JGIA
1029
Jackson Grant Investment Advisers
Connecticut
$1.71K
AAG
1030
Armstrong Advisory Group
Massachusetts
$1.66K
KFS
1031
Kelly Financial Services
Massachusetts
$1.64K
PPC
1032
Park Place Capital
Alabama
$1.41K -$3.5K -77 -70%
PMFA
1033
Plante Moran Financial Advisors
Michigan
$1.36K
ODG
1034
O'Dell Group
Ohio
$1.32K +$1.41K +31 New
AP
1035
Arlington Partners
Alabama
$1.28K
TCA
1036
Trifecta Capital Advisors
Illinois
$1.07K -$68.1K -1,500 -98%
GAG
1037
Goodman Advisory Group
Massachusetts
$1.07K
FIA
1038
FNY Investment Advisers
New York
$1K
HBW
1039
Hazlett, Burt & Watson
West Virginia
$1K
TSW
1040
Thompson Siegel & Walmsley
Virginia
$1K
SF
1041
Safeguard Financial
Wisconsin
$1K +$454 +10 New
AW
1042
Avion Wealth
Texas
$1K +$545 +12 +71%
VF
1043
VitalStone Financial
Texas
$1K +$999 +22 New
PCTC
1044
Perkins Coie Trust Company
Washington
$682
2L
1045
25 LLC
Missouri
$501 +$499 +11 New
DWA
1046
Delos Wealth Advisors
Texas
$470
TWD
1047
True Wealth Design
Ohio
$470
CTWM
1048
Cherry Tree Wealth Management
Minnesota
$470 +$499 +11 New
M
1049
MOTCO
Texas
$299 +$318 +7 New
GI
1050
GS Investments
Minnesota
$171

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.