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NewMarket
NEU

307 hedge funds and large institutions have $3.23B invested in NewMarket in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,162% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $109K

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $2.73B → $3.23B (+$499M)

13% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 94

10% more funds holding

Funds holding: 279 → 307 (+28)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.84% less ownership

Funds ownership: 62.55% → 61.71% (-0.84%)

Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
106
Reduced
94
Closed
21
Calls
$9.01M
Puts
$109K
Net Calls
+$8.9M
Net Calls Change
+$2.39M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$43M
2
Morgan Stanley
Morgan Stanley
New York
+$18.6M
3
LSV Asset Management
LSV Asset Management
Illinois
+$12M
4
Invesco
Invesco
Georgia
+$8.18M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$7.7M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$75.6M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$30.2M
3
DC
Davenport & Co
Virginia
-$16.9M
4
First Trust Advisors
First Trust Advisors
Illinois
-$15.9M
5
LBC
Lowe Brockenbrough & Co
Virginia
-$8.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$1.16M +$781K +1,554 +272%
CIP
127
Convergence Investment Partners
Florida
$1.14M +$1.05M +2,090 New
VanEck Associates
128
VanEck Associates
New York
$1.12M +$1.04M +2,060 New
ASRS
129
Arizona State Retirement System
Arizona
$1.1M -$22.1K -44 -2%
LPL Financial
130
LPL Financial
California
$1.07M +$27.2K +54 +3%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$1.06M +$9.05K +18 +0.9%
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$1.04M -$50.3K -100 -5%
Citadel Advisors
133
Citadel Advisors
Florida
$1.03M +$138K +274 +17%
CGH
134
Crossmark Global Holdings
Texas
$994K -$103K -204 -10%
DWM
135
Dakota Wealth Management
Florida
$986K +$391K +777 +76%
VF
136
Virtu Financial
New York
$957K +$881K +1,753 New
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$942K -$2.01K -4 -0.2%
DTL
138
Dynamic Technology Lab
Singapore
$908K +$836K +1,663 New
SOMRS
139
State of Michigan Retirement System
Michigan
$894K – – –
BA
140
Ballew Advisors
Mississippi
$887K – – –
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$873K -$50.3K -100 -6%
Two Sigma Investments
142
Two Sigma Investments
New York
$858K +$88K +175 +13%
EGM
143
Engineers Gate Manager
New York
$849K +$353K +702 +82%
AIP
144
Ameritas Investment Partners
Nebraska
$845K – – –
FHB
145
First Hawaiian Bank
Hawaii
$839K – – –
NMIMC
146
Northwestern Mutual Investment Management Company
Wisconsin
$838K +$2.51K +5 +0.3%
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$832K +$63.4K +126 +9%
I
148
InceptionR
California
$821K +$757K +1,505 New
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$764K – – –
Federated Hermes
150
Federated Hermes
Pennsylvania
$759K +$71.4K +142 +11%
4 5
6
7 8

NEU Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q4 2023, worth a combined $3.23B — up 18% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEU positions and 21 closed out — a net gain of 31 holders — while 106 added to existing stakes and 94 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $43M. The largest seller was Truist Financial, cutting an estimated $75.6M.

  • 307 institutional investors held NewMarket (NEU) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $3.23B of NewMarket stock for Q4 2023, up 18% quarter-over-quarter.
  • 52 funds opened new NewMarket positions in Q4 2023 and 21 closed out, a net change of +31 holders.
  • The largest NewMarket buyer in Q4 2023 was Pacer Advisors, an estimated $43M added.
  • The largest NewMarket seller in Q4 2023 was Truist Financial, an estimated $75.6M sold.

Based on aggregated 13F filings for Q4 2023.