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NewMarket
NEU

316 hedge funds and large institutions have $3.14B invested in NewMarket in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 97 increasing their positions, 115 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $773K

1.06% more ownership

Funds ownership: 62.39% → 63.45% (+1.1%)

3% less funds holding

Funds holding: 327 → 316 (-11)

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 115

17% less capital invested

Capital invested by funds: $3.8B → $3.14B (-$658M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
97
Reduced
115
Closed
52
Calls
$1.39M
Puts
$773K
Net Calls
+$619K
Net Calls Change
-$22.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$43.3M
3
Millennium Management
Millennium Management
New York
+$9.93M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$8.29M
5
Morgan Stanley
Morgan Stanley
New York
+$6.97M

Top Sellers

1
LCOV
London Company of Virginia
Virginia
-$50M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$17.4M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$9.96M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$9.07M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
276
Rise Advisors
New York
$12.4K – – –
QL
277
Quarry LP
New York
$11.3K +$12.2K +22 New
CFGS
278
Concourse Financial Group Securities
Alabama
$10.4K -$1.67K -3 -13%
EWA
279
EverSource Wealth Advisors
Alabama
$10.1K +$556 +1 +6%
RMC
280
Resources Management Corp
Connecticut
$10K – – –
AF
281
Allworth Financial
California
$8.63K +$3.34K +6 +60%
MSG
282
Main Street Group
Virginia
$8.33K – – –
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$8K +$556 +1 +7%
FFA
284
Farther Finance Advisors
California
$7.81K +$4.45K +8 +114%
OWA
285
Opal Wealth Advisors
New York
$7.22K +$7.79K +14 New
Bessemer Group
286
Bessemer Group
New Jersey
$7K – – –
BTI
287
Blue Trust Inc
Georgia
$6.98K +$5.56K +10 +1,000%
BIA
288
Bell Investment Advisors
California
$6.7K -$556 -1 -7%
DWA
289
Delos Wealth Advisors
Texas
$6.19K – – –
Fuller & Thaler Asset Management
290
Fuller & Thaler Asset Management
California
$5.67K – – –
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$5.61K – – –
JWA
292
JFS Wealth Advisors
Pennsylvania
$4.64K – – –
Jones Financial Companies
293
Jones Financial Companies
Missouri
$4.64K +$5K +9 New
FFA
294
Frazier Financial Advisors
Ohio
$4.13K -$2.78K -5 -38%
TWC
295
TD Waterhouse Canada
Ontario, Canada
$3.64K – – –
AF
296
Advisornet Financial
Minnesota
$3.61K – – –
CA
297
Crewe Advisors
Utah
$3.61K – – –
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$3.61K – – –
PFBT
299
Parkside Financial Bank & Trust
Missouri
$3.09K – – –
ZB
300
Zions Bancorporation
Utah
$3.09K – – –
10 11
12
13 14

NEU Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q2 2024, worth a combined $3.14B — down 17% from $3.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEU and 45 opened new positions — a net loss of 7 holders — while 115 trimmed existing stakes and 97 added.

The largest buyer was Bank of America, adding an estimated $77.5M. The largest seller was London Company of Virginia, cutting an estimated $50M.

  • 316 institutional investors held NewMarket (NEU) as of Q2 2024, down from 327 in Q1 2024.
  • Funds reported $3.14B of NewMarket stock for Q2 2024, down 17% quarter-over-quarter.
  • 45 funds opened new NewMarket positions in Q2 2024 and 52 closed out, a net change of -7 holders.
  • The largest NewMarket buyer in Q2 2024 was Bank of America, an estimated $77.5M added.
  • The largest NewMarket seller in Q2 2024 was London Company of Virginia, an estimated $50M sold.

Based on aggregated 13F filings for Q2 2024.