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 $1.31 B.
Top institutional holders include First Eagle Investment and John Paulson.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.90% 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, Ray Dalio reduced exposure by 70.0%.
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 ($880.56 M), John Paulson ($132.08 M), Ronald Muhlenkamp ($25.64 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 6.36 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.
