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NewMarket

246 hedge funds and large institutions have $1.95B invested in NewMarket in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 107 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.74M | Put options by funds: $1.85M

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding

Funds holding: 246246 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 53.72%53.58% (-0.14%)

2% less capital invested

Capital invested by funds: $1.99B → $1.95B (-$34M)

46% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 107

Holders
246
Holders Change
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
58
Reduced
107
Closed
31
Calls
$3.74M
Puts
$1.85M
Net Calls
+$1.89M
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$277M -$2.95M -8,555 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M -$6.42M -18,616 -2%
LCOV
3
London Company of Virginia
Virginia
$239M -$12M -34,781 -5%
BlackRock
4
BlackRock
New York
$207M -$6.04M -17,526 -3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$119M +$120M +348,563 New
First Trust Advisors
6
First Trust Advisors
Illinois
$79.9M -$7.07M -20,512 -8%
State Street
7
State Street
Massachusetts
$68.4M +$763K +2,211 +1%
DC
8
Davenport & Co
Virginia
$43.9M +$9.27M +26,884 +27%
Invesco
9
Invesco
Georgia
$42M -$2.79M -8,099 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$36.8M +$1.09M +3,159 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$35.7M +$1.87M +5,425 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$35.3M -$2.52M -7,309 -7%
AQR Capital Management
13
AQR Capital Management
Connecticut
$34M -$1.68M -4,882 -5%
LSV Asset Management
14
LSV Asset Management
Illinois
$33.5M +$1.7M +4,917 +5%
Charles Schwab
15
Charles Schwab
California
$21.2M +$459K +1,332 +2%
Norges Bank
16
Norges Bank
Norway
$19.9M
Northern Trust
17
Northern Trust
Illinois
$19.7M -$1.09M -3,165 -5%
JP Morgan Chase
18
JP Morgan Chase
New York
$17.7M +$247K +715 +1%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$17.1M -$5.92M -17,157 -26%
CSC
20
Cove Street Capital
California
$16.4M -$5.66M -16,415 -26%
Goldman Sachs
21
Goldman Sachs
New York
$14.5M -$5.93M -17,206 -29%
MAM
22
Martingale Asset Management
Massachusetts
$13.1M +$913K +2,648 +7%
Retirement Systems of Alabama
23
Retirement Systems of Alabama
Alabama
$12.2M +$4.18M +12,109 +51%
Renaissance Technologies
24
Renaissance Technologies
New York
$12.2M -$966K -2,800 -7%
Principal Financial Group
25
Principal Financial Group
Iowa
$12.1M +$3.51M +10,182 +40%

NEU Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q4 2021, worth a combined $1.95B — down 1.7% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NEU positions and 31 closed out — a net gain of 2 holders — while 58 added to existing stakes and 107 trimmed.

The largest buyer was Davenport & Co, adding an estimated $9.27M. The largest seller was Wells Fargo, cutting an estimated $101M.

  • 246 institutional investors held NewMarket (NEU) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $1.95B of NewMarket stock for Q4 2021, down 1.7% quarter-over-quarter.
  • 33 funds opened new NewMarket positions in Q4 2021 and 31 closed out, a net change of +2 holders.
  • The largest NewMarket buyer in Q4 2021 was Davenport & Co, an estimated $9.27M added.
  • The largest NewMarket seller in Q4 2021 was Wells Fargo, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2021.