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NewMarket

249 hedge funds and large institutions have $1.97B invested in NewMarket in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% more ownership

Funds ownership: 56.02%56.14% (+0.12%)

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

5% less funds holding

Funds holding: 261249 (-12)

15% less call options, than puts

Call options by funds: $9.24M | Put options by funds: $10.8M

15% less capital invested

Capital invested by funds: $2.32B → $1.97B (-$351M)

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
249
Holders Change
-12
Holders Change %
-4.6%
% of All Funds
4.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
85
Reduced
87
Closed
36
Calls
$9.24M
Puts
$10.8M
Net Calls
-$1.58M
Net Calls Change
-$6.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$263M +$2.94M +8,402 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M +$2.61M +7,472 +0.9%
LCOV
3
London Company of Virginia
Virginia
$245M +$8.54M +24,426 +3%
BlackRock
4
BlackRock
New York
$201M -$16.7M -47,878 -7%
Wells Fargo
5
Wells Fargo
California
$92.6M +$17.3M +49,596 +21%
First Trust Advisors
6
First Trust Advisors
Illinois
$85.1M +$28M +79,917 +43%
State Street
7
State Street
Massachusetts
$66.1M +$6.48M +18,538 +10%
Invesco
8
Invesco
Georgia
$42.4M +$17.2M +49,248 +60%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$35.8M +$1.69M +4,834 +5%
Northern Trust
10
Northern Trust
Illinois
$34.1M -$2.57M -7,342 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$32.2M +$445K +1,273 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$32M -$129K -370 -0.4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$31.5M +$3.64M +10,405 +12%
LSV Asset Management
14
LSV Asset Management
Illinois
$29.8M -$17.5K -50 -0.1%
Millennium Management
15
Millennium Management
New York
$24.9M +$11.6M +33,148 +75%
Goldman Sachs
16
Goldman Sachs
New York
$24.7M +$6.69M +19,125 +33%
DC
17
Davenport & Co
Virginia
$24.7M +$22.8M +65,303 +575%
Norges Bank
18
Norges Bank
Norway
$18.7M -$779K -2,228 -4%
Charles Schwab
19
Charles Schwab
California
$18.1M +$1.76M +5,023 +10%
JP Morgan Chase
20
JP Morgan Chase
New York
$16.4M +$187K +536 +1%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$15.8M -$10.5M -30,032 -38%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$15.1M +$485K +1,387 +3%
Renaissance Technologies
23
Renaissance Technologies
New York
$14.5M -$1.57M -4,500 -9%
CSC
24
Cove Street Capital
California
$13.5M +$14.7M +42,015 New
PPA
25
Parametric Portfolio Associates
Washington
$13.4M +$1.11M +3,182 +8%

NEU Hedge Fund Activity: Q2 2021 in Review

249 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q2 2021, worth a combined $1.97B — down 15% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEU and 24 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 85 added.

The largest buyer was First Trust Advisors, adding an estimated $28M. The largest seller was Janus Henderson Group, cutting an estimated $41.3M.

  • 249 institutional investors held NewMarket (NEU) as of Q2 2021, down from 261 in Q1 2021.
  • Funds reported $1.97B of NewMarket stock for Q2 2021, down 15% quarter-over-quarter.
  • 24 funds opened new NewMarket positions in Q2 2021 and 36 closed out, a net change of -12 holders.
  • The largest NewMarket buyer in Q2 2021 was First Trust Advisors, an estimated $28M added.
  • The largest NewMarket seller in Q2 2021 was Janus Henderson Group, an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2021.