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NexGen Energy

221 hedge funds and large institutions have $2.01B invested in NexGen Energy in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $100M | Put options by funds: $56.3M

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

6% more capital invested

Capital invested by funds: $1.89B → $2.01B (+$115M)

5.69% more ownership

Funds ownership: 45.48%51.17% (+5.7%)

4% less funds holding

Funds holding: 231221 (-10)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
221
Holders Change
-10
Holders Change %
-4.33%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
32
Increased
89
Reduced
61
Closed
38
Calls
$100M
Puts
$56.3M
Net Calls
+$44.2M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
L1 Capital
Australia
$289M +$47.7M +6,230,520 +26%
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$199M +$219M +28,593,799 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M +$21.8M +2,847,819 +18%
AA
4
ALPS Advisors
Colorado
$114M +$6.87M +897,017 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$92.7M -$46.6M -6,091,700 -31%
JP Morgan Chase
6
JP Morgan Chase
New York
$88.7M +$16.7M +2,184,570 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
7
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$85.2M +$66.8M +8,728,733 +250%
SCM
8
Segra Capital Management
Florida
$64.5M -$1.32M -172,402 -2%
N
9
Nuveen
North Carolina
$60.4M +$887K +115,845 +1%
Goldman Sachs
10
Goldman Sachs
New York
$39.1M +$7.86M +1,026,813 +22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$38.4M -$1.28M -166,852 -3%
MCM
12
Moore Capital Management
New York
$33.3M +$24.3M +3,171,672 +198%
MI
13
MMCAP International
Cayman Islands
$31.7M +$7.53M +983,478 +28%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$29.1M -$14.9M -1,945,980 -32%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$26.8M +$22.7M +2,970,075 +338%
WCA
16
Waratah Capital Advisors
Ontario, Canada
$26.6M -$20.9M -2,723,292 -42%
BA
17
Bridgewater Associates
Connecticut
$23.6M +$12.2M +1,598,129 +90%
MFS
18
Mirabella Financial Services
United Kingdom
$22.7M +$24.5M +3,197,092 +5,639%
VanEck Associates
19
VanEck Associates
New York
$21.9M +$9.83M +1,283,210 +69%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$21.8M +$363K +47,394 +2%
Bank of America
21
Bank of America
North Carolina
$21.4M +$14.7M +1,918,502 +168%
SAM
22
Scopus Asset Management
New York
$21.2M +$14.5M +1,900,000 +165%
AllianceBernstein
23
AllianceBernstein
Tennessee
$21.2M +$22.4M +2,921,727 +2,474%
DCM
24
Driehaus Capital Management
Illinois
$19.3M -$12.6M -1,642,259 -37%
OCMH
25
Oxbow Capital Management (HK)
Hong Kong
$18.3M +$670K +87,470 +3%

NXE Hedge Fund Activity: Q2 2024 in Review

221 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NexGen Energy (NXE) for Q2 2024, worth a combined $2.01B — up 6.1% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NXE and 32 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 89 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $66.8M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $72.6M sold.

  • 221 institutional investors held NexGen Energy (NXE) as of Q2 2024, down from 231 in Q1 2024.
  • Funds reported $2.01B of NexGen Energy stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 32 funds opened new NexGen Energy positions in Q2 2024 and 38 closed out, a net change of -6 holders.
  • The largest NexGen Energy buyer in Q2 2024 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $66.8M added.
  • The largest NexGen Energy seller in Q2 2024 was Mirae Asset Global Investments, an estimated $72.6M sold.

Based on aggregated 13F filings for Q2 2024.