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1,053 hedge funds and large institutions have $28.4B invested in Newmont in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 445 increasing their positions, 364 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 364

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

1.2% less ownership

Funds ownership: 69.72%68.52% (-1.2%)

4% less funds holding

Funds holding: 1,0981,053 (-45)

15% less capital invested

Capital invested by funds: $33.2B → $28.4B (-$4.87B)

22% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 141

25% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.37B

Holders
1,053
Holders Change
-45
Holders Change %
-4.1%
% of All Funds
15.17%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
110
Increased
445
Reduced
364
Closed
141
Calls
$1.03B
Puts
$1.37B
Net Calls
-$342M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1026
Frazier Financial Advisors
Ohio
$1.43K
KFS
1027
Kelly Financial Services
Massachusetts
$1.42K +$34 +1 +3%
PPC
1028
Park Place Capital
Alabama
$1.33K +$1.27K +37 New
FWM
1029
FSA Wealth Management
Massachusetts
$1.22K -$3.31K -96 -74%
PWMG
1030
Private Wealth Management Group
New Jersey
$1.22K -$1.34K -39 -53%
PMFA
1031
Plante Moran Financial Advisors
Michigan
$1.15K
RG
1032
Retirement Group
California
$1.15K
HBW
1033
Hazlett, Burt & Watson
West Virginia
$1K
SC
1034
SouthState Corp
Florida
$932 -$7.76K -225 -90%
GAG
1035
Goodman Advisory Group
Massachusetts
$896
TWD
1036
True Wealth Design
Ohio
$717 -$5.45K -158 -89%
VWA
1037
Valued Wealth Advisors
Utah
$647 -$1.59K -46 -72%
TCA
1038
Trifecta Capital Advisors
Illinois
$646
TAM
1039
Tucker Asset Management
Colorado
$645 -$237K -6,870 -100%
FSWA
1040
Financial Synergies Wealth Advisors
Texas
$610 +$586 +17 New
ECM
1041
Everence Capital Management
Indiana
$551
NL
1042
NVWM LLC
Pennsylvania
$538 +$517 +15 New
PA
1043
Pineridge Advisors
Missouri
$502
CPA
1044
Clear Point Advisors
New York
$430
CPG
1045
Cornerstone Planning Group
New Jersey
$407 +$276 +8 +400%
CTWM
1046
Cherry Tree Wealth Management
Minnesota
$287
CAM
1047
ClariVest Asset Management
California
$282 +$276 +8 New
CP
1048
Castleview Partners
Texas
$143
GI
1049
GS Investments
Minnesota
$143
TWP
1050
TFO Wealth Partners
Ohio
$36 -$517 -15 -94%

NEM Hedge Fund Activity: Q1 2024 in Review

1,053 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q1 2024, worth a combined $28.4B — down 15% from $33.2B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of NEM and 110 opened new positions — a net loss of 31 holders — while 364 trimmed existing stakes and 445 added.

The largest buyer was Vanguard Group, adding an estimated $558M. The largest seller was Charles Schwab, cutting an estimated $620M.

  • 1,053 institutional investors held Newmont (NEM) as of Q1 2024, down from 1,098 in Q4 2023.
  • Funds reported $28.4B of Newmont stock for Q1 2024, down 15% quarter-over-quarter.
  • 110 funds opened new Newmont positions in Q1 2024 and 141 closed out, a net change of -31 holders.
  • The largest Newmont buyer in Q1 2024 was Vanguard Group, an estimated $558M added.
  • The largest Newmont seller in Q1 2024 was Charles Schwab, an estimated $620M sold.

Based on aggregated 13F filings for Q1 2024.