NewMarket
279 hedge funds and large institutions have $2.73B invested in NewMarket in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 87 reducing their positions, and 24 closing their positions.
954% more call options, than puts
Call options by funds: $7.19M | Put options by funds: $682K
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
15% more capital invested
Capital invested by funds: $2.38B → $2.73B (+$354M)
4% more funds holding
Funds holding: 268 → 279 (+11)
1.17% more ownership
Funds ownership: 61.38% → 62.55% (+1.2%)
8% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$39.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.1M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$17.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$13.9M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$38.2M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$29.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$16.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$12.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.6M |
NEU Hedge Fund Activity: Q3 2023 in Review
279 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q3 2023, worth a combined $2.73B — up 15% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new NEU positions and 24 closed out — a net gain of 12 holders — while 94 added to existing stakes and 87 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $39.9M. The largest seller was Allspring Global Investments, cutting an estimated $38.2M.
- 279 institutional investors held NewMarket (NEU) as of Q3 2023, up from 268 in Q2 2023.
- Funds reported $2.73B of NewMarket stock for Q3 2023, up 15% quarter-over-quarter.
- 36 funds opened new NewMarket positions in Q3 2023 and 24 closed out, a net change of +12 holders.
- The largest NewMarket buyer in Q3 2023 was LSV Asset Management, an estimated $39.9M added.
- The largest NewMarket seller in Q3 2023 was Allspring Global Investments, an estimated $38.2M sold.
Based on aggregated 13F filings for Q3 2023.