We are live on ! Find out more
NEU icon

NewMarket
NEU

261 hedge funds and large institutions have $2.33B 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.

New
Increased
Maintained
Reduced
Closed

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: $2.48B → $2.33B (-$148M)

25% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 102

Holders
261
Holders Change
-6
Holders Change %
-2.25%
% of All Funds
4.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
77
Reduced
102
Closed
33
Calls
$6.12M
Puts
$955K
Net Calls
+$5.17M
Net Calls Change
+$386K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$29.7M
2
LCOV
London Company of Virginia
Virginia
+$18.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$13.3M
4
BlackRock
BlackRock
New York
+$12.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.72M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
-$57.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$25.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.2M
4
ECG
Edge Capital Group
Georgia
-$6.21M
5
Morgan Stanley
Morgan Stanley
New York
-$5.51M

NEU Hedge Fund Activity: Q1 2021 in Review

261 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q1 2021, worth a combined $2.33B — down 6% from $2.48B 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 $2.33B 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.