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NSU

Nevsun Resources Ltd.
NSU

Delisted

NSU was delisted on the 7th of March, 2019.

79 hedge funds and large institutions have $387M invested in Nevsun Resources Ltd. in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

12% less funds holding

Funds holding: 9079 (-11)

25% less capital invested

Capital invested by funds: $515M → $387M (-$128M)

44% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 25

53% less call options, than puts

Call options by funds: $60K | Put options by funds: $129K

Holders
79
Holders Change
-11
Holders Change %
-12.22%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
14
Increased
28
Reduced
25
Closed
25
Calls
$60K
Puts
$129K
Net Calls
-$69K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1
Magnetar Financial
Illinois
$59.1M +$4.33M +976,408 +8%
KLCMU
2
Kite Lake Capital Management (UK)
United Kingdom
$56.4M +$57M +12,856,043 New
Man Group
3
Man Group
United Kingdom
$44.1M +$6.34M +1,428,013 +17%
AA
4
AQR Arbitrage
Connecticut
$35M +$24.3M +5,475,500 +218%
Goldman Sachs
5
Goldman Sachs
New York
$21.3M +$21.3M +4,794,793 +7,331%
BHMP
6
Bardin Hill Management Partners
New York
$12M -$29.2M -6,572,694 -71%
JP Morgan Chase
7
JP Morgan Chase
New York
$11.4M +$3.7M +833,180 +47%
CFIC
8
City Financial Investment Company
United Kingdom
$11.3M +$11.4M +2,573,700 New
AC
9
Athos Capital
Hong Kong
$10.7M +$8.64M +1,946,869 +389%
YCM
10
Yakira Capital Management
Connecticut
$9.48M +$2.04M +460,000 +27%
Renaissance Technologies
11
Renaissance Technologies
New York
$9.34M -$1.4M -315,700 -13%
Citigroup
12
Citigroup
New York
$8.95M +$9.05M +2,040,321 +693,987%
Public Sector Pension Investment Board (PSP Investments)
13
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.27M -$2.97M -670,333 -26%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.46M +$6.23M +1,404,800 +473%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$6.98M +$7.05M +1,588,956 New
WCMNY
16
Westchester Capital Management (New York)
New York
$5.82M
UBS Group
17
UBS Group
Switzerland
$5.21M +$2.15M +483,644 +68%
GH
18
GAM Holding
Switzerland
$5.14M +$1.94M +437,100 +59%
GSM
19
Global Strategic Management
Puerto Rico
$5.13M +$5.17M +1,166,272 New
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$4.79M +$4.16M +936,741 +614%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$4.38M -$79.4K -17,900 -2%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$3.85M -$75.8K -17,074 -2%
PWPCM
23
Perella Weinberg Partners Capital Management
New York
$3.34M
CS
24
Credit Suisse
Switzerland
$2.99M -$4.61M -1,039,012 -60%
PCM
25
Prelude Capital Management
New York
$2.56M +$858K +193,327 +49%

NSU Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nevsun Resources Ltd. (NSU) for Q4 2018, worth a combined $387M — down 25% from $515M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NSU and 14 opened new positions — a net loss of 11 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was Kite Lake Capital Management (UK), opening a new position worth an estimated $57M. The largest seller was Fidelity International, exiting entirely with an estimated $60.1M sold.

  • 79 institutional investors held Nevsun Resources Ltd. (NSU) as of Q4 2018, down from 90 in Q3 2018.
  • Funds reported $387M of Nevsun Resources Ltd. stock for Q4 2018, down 25% quarter-over-quarter.
  • 14 funds opened new Nevsun Resources Ltd. positions in Q4 2018 and 25 closed out, a net change of -11 holders.
  • The largest Nevsun Resources Ltd. buyer in Q4 2018 was Kite Lake Capital Management (UK), an estimated $57M added.
  • The largest Nevsun Resources Ltd. seller in Q4 2018 was Fidelity International, an estimated $60.1M sold.

Based on aggregated 13F filings for Q4 2018.