NewMarket
NEU
261 hedge funds and large institutions have $2.32B invested in NewMarket in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 102 reducing their positions, and 33 closing their positions.
541% more call options, than puts
Call options by funds: $6.12M | Put options by funds: $955K
0.89% less ownership
Funds ownership: 56.91% → 56.02% (-0.89%)
9% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 33
2% less funds holding
Funds holding: 267 → 261 (-6)
6% less capital invested
Capital invested by funds: $2.47B → $2.32B (-$148M)
25% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$29.7M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$18.6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$13.3M |
| 4 |
BlackRock
New York
|
+$12.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$57.2M |
| 2 |
Neuberger Berman Group
New York
|
-$25.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16.2M |
| 4 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$6.21M |
| 5 |
Morgan Stanley
New York
|
-$5.51M |
NEU Hedge Fund Activity: Q1 2021 in Review
261 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q1 2021, worth a combined $2.32B — down 6% from $2.47B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of NEU and 30 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 77 added.
The largest buyer was Wells Fargo, adding an estimated $29.7M. The largest seller was Janus Henderson Group, cutting an estimated $57.2M.
- 261 institutional investors held NewMarket (NEU) as of Q1 2021, down from 267 in Q4 2020.
- Funds reported $2.32B of NewMarket stock for Q1 2021, down 6% quarter-over-quarter.
- 30 funds opened new NewMarket positions in Q1 2021 and 33 closed out, a net change of -3 holders.
- The largest NewMarket buyer in Q1 2021 was Wells Fargo, an estimated $29.7M added.
- The largest NewMarket seller in Q1 2021 was Janus Henderson Group, an estimated $57.2M sold.
Based on aggregated 13F filings for Q1 2021.