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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.46 B.
Top institutional holders include First Eagle Investment and Cliff Asness.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.22% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.31 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Ronald Muhlenkamp reduced exposure by 0.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Agnico Eagle Mines Limited (AEM)
Major holders include First Eagle Investment ($806 M), Cliff Asness ($166.66 M), Renaissance Technologies (RenTech) ($77.03 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 7.3 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.31 M, with 8 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AEM. The total reported sell value was $159.12 M.
Yes, 1 managers opened new positions in AEM, and 7 increased their existing holdings. The total reported buy value was $148.82 M.
