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1,014 hedge funds and large institutions have $33.7B invested in Newmont in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 404 increasing their positions, 366 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 366

6% less call options, than puts

Call options by funds: $676M | Put options by funds: $715M

1.36% less ownership

Funds ownership: 79.05%77.7% (-1.4%)

4% less funds holding

Funds holding: 1,0521,014 (-38)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

16% less capital invested

Capital invested by funds: $40B → $33.7B (-$6.37B)

23% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 118

Holders
1,014
Holders Change
-38
Holders Change %
-3.61%
% of All Funds
17.75%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.49%
New
91
Increased
404
Reduced
366
Closed
118
Calls
$676M
Puts
$715M
Net Calls
-$39.8M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
1101
Sheaff Brock Investment Advisors
Indiana
-$217K -3,422 Closed
KFP
1102
KMG Fiduciary Partners
Ohio
-$210K -3,316 Closed
MCM
1103
Monument Capital Management
Virginia
-$210K -3,313 Closed
GIA
1104
Guyasuta Investment Advisors
Pennsylvania
-$210K -3,307 Closed
UB
1105
UMB Bank
Missouri
-$208K -3,285 Closed
SWA
1106
SFMG Wealth Advisors
Texas
-$207K -3,272 Closed
MAM
1107
MMA Asset Management
Pennsylvania
-$207K -3,268 Closed
OIA
1108
OneDigital Investment Advisors
Kansas
-$206K -3,251 Closed
TIM
1109
Total Investment Management
Arizona
-$204K -3,220 Closed
SAMT
1110
Select Asset Management & Trust
Pennsylvania
-$203K -3,200 Closed
CFAM
1111
Center For Asset Management
Florida
-$201K -3,172 Closed
HR
1112
Hayden Royal
North Carolina
-$201K -3,170 Closed
WSCM
1113
Wellington Shields Capital Management
New York
-$200K -3,163 Closed
WP
1114
WealthShield Partners
North Carolina
-$101K -1,590 Closed
CFO
1115
CVA Family Office
Colorado
-$64K -1,010 Closed
TCOV
1116
Trust Company of Vermont
Vermont
-$60K -939 Closed
EFSCE
1117
Enterprise Financial Services Corp (EFSC)
Missouri
-$53K -849 Closed
MSFP
1118
Mark Sheptoff Financial Planning
Connecticut
-$46K -730 Closed
CSPIA
1119
Cary Street Partners Investment Advisory
Virginia
-$45K -710 Closed
AS
1120
Altshuler Shaham
Israel
-$42K -655 Closed
SB
1121
Strategic Blueprint
Georgia
-$37K -591 Closed
KFP
1122
KB Financial Partners
New Jersey
-$21K -338 Closed
BC
1123
Bartlett & Co
Ohio
-$15K -244 Closed
BCWM
1124
Bartlett & Co Wealth Management
Ohio
-$15.5K -244 Closed
PO
1125
Private Ocean
California
-$15K -240 Closed

NEM Hedge Fund Activity: Q3 2021 in Review

1,014 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newmont (NEM) for Q3 2021, worth a combined $33.7B — down 16% from $40B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of NEM and 91 opened new positions — a net loss of 27 holders — while 366 trimmed existing stakes and 404 added.

The largest buyer was Invesco, adding an estimated $183M. The largest seller was GQG Partners, cutting an estimated $237M.

  • 1,014 institutional investors held Newmont (NEM) as of Q3 2021, down from 1,052 in Q2 2021.
  • Funds reported $33.7B of Newmont stock for Q3 2021, down 16% quarter-over-quarter.
  • 91 funds opened new Newmont positions in Q3 2021 and 118 closed out, a net change of -27 holders.
  • The largest Newmont buyer in Q3 2021 was Invesco, an estimated $183M added.
  • The largest Newmont seller in Q3 2021 was GQG Partners, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2021.