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NewMarket

217 hedge funds and large institutions have $1.73B invested in NewMarket in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

977% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $1.67M

0.93% more ownership

Funds ownership: 54.9%55.83% (+0.93%)

6% less capital invested

Capital invested by funds: $1.84B → $1.73B (-$113M)

8% less funds holding

Funds holding: 237217 (-20)

39% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 90

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
217
Holders Change
-20
Holders Change %
-8.44%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
55
Reduced
90
Closed
27
Calls
$17.9M
Puts
$1.67M
Net Calls
+$16.3M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
126
Victory Capital Management
Texas
$468K +$6.46K +20 +1%
FHB
127
First Hawaiian Bank
Hawaii
$466K
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$451K
BA
129
Ballew Advisors
Mississippi
$446K +$3.55K +11 +0.7%
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$444K -$93.7K -290 -16%
AAM
131
Advisors Asset Management
Colorado
$444K +$18.1K +56 +4%
IA
132
IFP Advisors
Florida
$435K
Acadian Asset Management
133
Acadian Asset Management
Massachusetts
$433K -$178K -550 -28%
Osaic Holdings
134
Osaic Holdings
Arizona
$384K -$40.1K -124 -9%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$372K -$170K -525 -30%
RJA
136
Raymond James & Associates
Florida
$368K -$19.1K -59 -5%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$361K
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$357K +$646 +2 +0.2%
Citadel Advisors
139
Citadel Advisors
Florida
$351K -$2.56M -7,929 -87%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$347K
NMIMC
141
Northwestern Mutual Investment Management Company
Wisconsin
$341K -$969 -3 -0.3%
EWM
142
Empirical Wealth Management
Washington
$339K +$364K +1,127 New
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$333K -$81.1K -251 -18%
NMERB
144
New Mexico Educational Retirement Board
New Mexico
$331K -$129K -400 -27%
F
145
F3Logic
Minnesota
$331K
Federated Hermes
146
Federated Hermes
Pennsylvania
$318K -$87.2K -270 -20%
DWM
147
Dakota Wealth Management
Florida
$300K +$1.94K +6 +0.6%
MML Investors Services
148
MML Investors Services
Massachusetts
$300K +$84.3K +261 +35%
SAM
149
Shell Asset Management
Netherlands
$294K +$121K +373 +62%
AIP
150
Almanack Investment Partners
Pennsylvania
$292K

NEU Hedge Fund Activity: Q2 2022 in Review

217 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q2 2022, worth a combined $1.73B — down 6.1% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NEU and 12 opened new positions — a net loss of 15 holders — while 90 trimmed existing stakes and 55 added.

The largest buyer was Bank of America, adding an estimated $59.9M. The largest seller was Eaton Vance Management, cutting an estimated $5.99M.

  • 217 institutional investors held NewMarket (NEU) as of Q2 2022, down from 237 in Q1 2022.
  • Funds reported $1.73B of NewMarket stock for Q2 2022, down 6.1% quarter-over-quarter.
  • 12 funds opened new NewMarket positions in Q2 2022 and 27 closed out, a net change of -15 holders.
  • The largest NewMarket buyer in Q2 2022 was Bank of America, an estimated $59.9M added.
  • The largest NewMarket seller in Q2 2022 was Eaton Vance Management, an estimated $5.99M sold.

Based on aggregated 13F filings for Q2 2022.