NewMarket
268 hedge funds and large institutions have $2.38B invested in NewMarket in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 105 reducing their positions, and 29 closing their positions.
427% more call options, than puts
Call options by funds: $3.18M | Put options by funds: $603K
24% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 29
9% more capital invested
Capital invested by funds: $2.18B → $2.38B (+$202M)
2% more funds holding
Funds holding: 263 → 268 (+5)
0.13% less ownership
Funds ownership: 61.51% → 61.38% (-0.13%)
33% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 105
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$15.5M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$8.56M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$6.33M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.98M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$23.1M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$5.47M |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$5.31M |
| 4 |
T
TCWP
Beachwood,
Ohio
|
-$5.3M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$4.41M |
NEU Hedge Fund Activity: Q2 2023 in Review
268 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q2 2023, worth a combined $2.38B — up 9.3% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new NEU positions and 29 closed out — a net gain of 7 holders — while 70 added to existing stakes and 105 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $15.5M. The largest seller was First Trust Advisors, cutting an estimated $23.1M.
- 268 institutional investors held NewMarket (NEU) as of Q2 2023, up from 263 in Q1 2023.
- Funds reported $2.38B of NewMarket stock for Q2 2023, up 9.3% quarter-over-quarter.
- 36 funds opened new NewMarket positions in Q2 2023 and 29 closed out, a net change of +7 holders.
- The largest NewMarket buyer in Q2 2023 was LSV Asset Management, an estimated $15.5M added.
- The largest NewMarket seller in Q2 2023 was First Trust Advisors, an estimated $23.1M sold.
Based on aggregated 13F filings for Q2 2023.