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AGI · HWM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AGI
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterAGIHWM
Q3 20207 holders, $270m12 holders, $1.6bn
Q4 20206 holders, $244m21 holders, $3.0bn
Q1 20214 holders, $172m18 holders, $3.2bn
Q2 20214 holders, $142m19 holders, $3.8bn
Q3 20214 holders, $136m18 holders, $3.4bn
Q4 20214 holders, $159m15 holders, $3.7bn
Q1 20227 holders, $215m12 holders, $3.6bn
Q2 20226 holders, $228m15 holders, $3.2bn
Q3 20225 holders, $162m20 holders, $3.1bn
Q4 20226 holders, $235m19 holders, $4.4bn
Q1 20239 holders, $328m23 holders, $4.7bn
Q2 20238 holders, $324m25 holders, $5.2bn
Q3 20236 holders, $259m26 holders, $4.3bn
Q4 20237 holders, $290m22 holders, $5.0bn
Q1 20247 holders, $320m22 holders, $6.1bn
Q2 20247 holders, $410m23 holders, $7.1bn
Q3 20248 holders, $642m25 holders, $8.7bn
Q4 20249 holders, $647m21 holders, $9.0bn
Q1 202512 holders, $1.0bn23 holders, $10.0bn
Q2 202510 holders, $686m22 holders, $13.2bn
Q3 20257 holders, $758m23 holders, $13.4bn
Q4 202511 holders, $1.5bn26 holders, $13.6bn
Q1 20268 holders, $1.5bn35 holders, $15.6bn
Q2 20269 holders, $649m37 holders, $17.3bn
AGI

Alamos Gold Inc

Holders
12
Reported value
$1.0bn
Buyers
8
Sellers
4

Breadth +4 among 95 comparable managers.

HWM

Howmet Aerospace Inc

Holders
23
Reported value
$10.0bn
Buyers
10
Sellers
13

Breadth -3 among 95 comparable managers.

Who holds both, Q1 2025

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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