Holders over time
- AU
- HWM
| Quarter | AU | HWM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 12 holders, $1.6bn |
| Q4 2020 | none listed holders, n.a. | 21 holders, $3.0bn |
| Q1 2021 | none listed holders, n.a. | 18 holders, $3.2bn |
| Q2 2021 | none listed holders, n.a. | 19 holders, $3.8bn |
| Q3 2021 | none listed holders, n.a. | 18 holders, $3.4bn |
| Q4 2021 | none listed holders, n.a. | 15 holders, $3.7bn |
| Q1 2022 | none listed holders, n.a. | 12 holders, $3.6bn |
| Q2 2022 | none listed holders, n.a. | 15 holders, $3.2bn |
| Q3 2022 | none listed holders, n.a. | 20 holders, $3.1bn |
| Q4 2022 | none listed holders, n.a. | 19 holders, $4.4bn |
| Q1 2023 | none listed holders, n.a. | 23 holders, $4.7bn |
| Q2 2023 | none listed holders, n.a. | 25 holders, $5.2bn |
| Q3 2023 | 2 holders, $109m | 26 holders, $4.3bn |
| Q4 2023 | 2 holders, $222m | 22 holders, $5.0bn |
| Q1 2024 | 3 holders, $236m | 22 holders, $6.1bn |
| Q2 2024 | 3 holders, $208m | 23 holders, $7.1bn |
| Q3 2024 | 6 holders, $247m | 25 holders, $8.7bn |
| Q4 2024 | 11 holders, $350m | 21 holders, $9.0bn |
| Q1 2025 | 10 holders, $564m | 23 holders, $10.0bn |
| Q2 2025 | 10 holders, $1.5bn | 22 holders, $13.2bn |
| Q3 2025 | 10 holders, $2.4bn | 23 holders, $13.4bn |
| Q4 2025 | 12 holders, $3.6bn | 26 holders, $13.6bn |
| Q1 2026 | 13 holders, $4.3bn | 35 holders, $15.6bn |
| Q2 2026 | 12 holders, $2.9bn | 37 holders, $17.3bn |
Anglogold Ashanti PLC
- Holders
- 12
- Reported value
- $2.9bn
- Buyers
- 16
- Sellers
- 13
Breadth +3 among 91 comparable managers.
Howmet Aerospace Inc
- Holders
- 37
- Reported value
- $17.3bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 among 91 comparable managers.
Who holds both, Q2 2026
Both (8)
Acadian Asset Management LLC, Artisan Partners LP, Bridgewater Associates LP, Fidelity (FMR LLC), GAMCO Investors Inc, Man Group PLC, Renaissance Technologies LLC, Wellington Management Group LLP
Only AU (4)
Arrowstreet Capital LP, Capital World Investors, First Eagle Investment Management LLC, Oaktree Capital Management LP
Only HWM (29)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 4 more
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.