Guru Ownership Trend
Guru Analysis for Agnico Eagle Mines Limited (AEM)
Agnico Eagle Mines Limited (AEM), a key player in the Materials sector, continues to attract institutional attention.
As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.5 B.
Top institutional holders include First Eagle Investment and Cliff Asness.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.90% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $120.98 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, John Hussman reduced exposure by 52.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Agnico Eagle Mines Limited (AEM)
Major holders include First Eagle Investment ($880.56 M), Cliff Asness ($145.08 M), John Paulson ($132.84 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 7.22 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $120.98 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited AEM. The total reported sell value was $24.78 M.
Yes, 0 managers opened new positions in AEM, and 4 increased their existing holdings. The total reported buy value was $145.76 M.
