Anglogold Ashanti plc (AU) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Anglogold Ashanti plc (AU) following the 2026 Q2 hedge fund 13F filings?

As of today, AU has moved +7.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +9.5%. Since the quarter end (June 30, 2026), AU gained +27.7% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Anglogold Ashanti plc (AU)

552 + Investors. Track Smart Money conviction in AU. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AU

Based on 564 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their AU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

564 hedge funds hold AU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +74% more funds vs a year ago

fund count last 6Q

+240 new funds entered over the past year (+74% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 55% buying

332 buying275 selling

Last quarter: 332 funds bought or added vs 275 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 141 → 128 → 111 → 89. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 29% medium ■ 30% new

232 out of 564 hedge funds have held AU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

96 → 141 → 128 → 111 → 89 new funds/Q

New funds entering each quarter: 141 → 128 → 111 → 89. AU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 49% veterans vs 42% newcomers

■ 49% veterans ■ 9% 1-2yr ■ 42% new

Entry-cohort mix of 602 holders: 292 (49%) are 2+ year veterans, 55 entered 1–2 years ago, and 255 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

62 of 557 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in AU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	552	566	-2.47%
13F Shares	238M	232M	2.55%
Total Value	$19.31B	$20.52B	-5.91%
New Positions	87	111	-24
Increased Positions	233	211	+22
Closed Positions	94	59	+35
Reduced Positions	169	185	-16
Total Calls	22	20	10.0%
Total Puts	23	21	9.52%
PUT/CALL Ratio	1.05	1.05	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

552

566

-2.47%

13F Shares

238M

232M

2.55%

Total Value

$19.31B

$20.52B

-5.91%

New Positions

111

-24

Increased Positions

233

211

+22

Closed Positions

+35

Reduced Positions

169

185

-16

Total Calls

10.0%

Total Puts

9.52%

PUT/CALL Ratio

1.05

Neutral

Institutional Holders (2026 Q2)

552 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AU. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ninety One SA (PTY) Ltd	49.08%	11,195,133	$907.0M
2	Oaktree Fund Advisors, LLC	23.59%	168,575	$13.6M
3	Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.	5.57%	32,100	$2.6M
4	Oaktree Capital Management LP	3.57%	3,179,092	$257.2M
5	Global Strategic Management Inc	2.22%	35,600	$2.9M
6	ARGA Investment Management, LP	1.84%	892,806	$72.2M
7	Carrhae Capital LLP	1.69%	756,610	$61.2M
8	Sprott INC.	1.51%	587,914	$47.6M
9	Ramirez Asset Management, Inc.	1.50%	177,428	$14.4M
10	Point Nemo Capital, LLC	1.01%	24,590	$2.0M
11	Henry James International Management Inc.	0.97%	40,093	$3.2M
12	Oakmont Investment Advisors, Inc.	0.90%	14,484	$1.2M
13	Van Eck Associates Corp	0.89%	18,033,983	$1.46B
14	Themes Management Co LLC	0.80%	14,899	$1.2M
15	Barings LLC	0.66%	456,162	$36.9M
16	Barden Capital Management, Inc.	0.63%	8,478	$686K
17	Quantedge Capital Pte Ltd	0.62%	10,100	$817K
18	Causeway Capital Management LLC	0.60%	688,027	$55.7M
19	Chesapeake Capital Corp /Il/	0.56%	13,100	$1.1M
20	Great Diamond Partners, LLC	0.53%	38,319	$3.1M
21	Azzad Asset Management Inc /Adv	0.51%	71,392	$5.8M
22	Ninepoint Partners LP	0.46%	74,550	$6.0M
23	L2 Asset Management, LLC	0.42%	50,384	$4.1M
24	E Fund Management (Hong Kong) Co., Ltd.	0.41%	15,183	$1.2M
25	Barometer Capital Management INC.	0.40%	17,600	$1.4M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Anglogold Ashanti plc (AU)

What does the Smart Money Trend signal show for AU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AU?

Slight buying edge — 55% buying: Last quarter: 332 funds bought or added vs 275 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AU holders?

Elite ownership — 56% AUM from top-100 funds: 62 of 557 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in AU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AU?

41% of holders stayed for 2+ years: 232 out of 564 hedge funds have held AU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Anglogold Ashanti plc (AU) following the 2026 Q2 hedge fund 13F filings?

As of today, AU has moved +7.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +9.5%. Since the quarter end (June 30, 2026), AU has gained +27.7% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Anglogold Ashanti plc (AU)

Smart Money Signals — AU

Selling streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +74% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-22 vs last Q)

41% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 49% veterans vs 42% newcomers

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — AU

Hedge Fund Ownership: AU

Market Analysis: AU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AU

Is It Too Late to Buy Anglogold Ashanti plc (AU) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AU

Statistics: AU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Anglogold Ashanti plc (AU)

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