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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.4 B.
Top institutional holders include First Eagle Investment and John Paulson.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.93% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $125.94 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 32.6%. Conversely, Renaissance Technologies reduced exposure by 85.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.61% | Reduce -0.2% | 5,258,551 | $885.49 M | Q3 2025 | |
| 4.45% | 783,561 | $132.08 M | Q3 2025 | ||
| 6.93% | Add 0.0% | 151,311 | $25.5 M | Q3 2025 | |
| 0.06% | Reduce -70.0% | 95,322 | $16.07 M | Q3 2025 | |
| 0.01% | Reduce -85.3% | 67,000 | $11.29 M | Q3 2025 | |
| 0.01% | Add 32.6% | 53,152 | $8.96 M | Q3 2025 | |
| 0.08% | Add 0.2% | 46,845 | $7.9 M | Q3 2025 | |
| 0.93% | Reduce -83.3% | 25,500 | $4.3 M | Q3 2025 | |
| 0.02% | Reduce -22.7% | 24,075 | $4.06 M | Q3 2025 | |
| 0.20% | 4,847 | $817,010 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Agnico Eagle Mines Limited (AEM)
Major holders include First Eagle Investment ($885.49 M), John Paulson ($132.08 M), Ronald Muhlenkamp ($25.5 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 6.51 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $125.94 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited AEM. The total reported sell value was $128.16 M.
Yes, 0 managers opened new positions in AEM, and 3 increased their existing holdings. The total reported buy value was $2.22 M.