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Agnico Eagle Mines Limited

AEM Materials
$162.64 +$4.88 (3.09%)
Market Cap: $81.33 B
Gurus Holding
11
Popularity Rank
#330
% of Shares Held
1.42%
Net Activity (Q1 2026)
-$20.56 M

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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.16 B.

Top institutional holders include First Eagle Investment and John Paulson.

Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 7.41% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $20.56 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, John Hussman reduced exposure by 50.0%.

Key Holders

Top 5 by Value

$159.05 M
$158.57 M
$18.01 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.3 M
Total Buy Value
New Buys 2
Additions 1
-$25.86 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
3

FAQs for Agnico Eagle Mines Limited (AEM)

Major holders include First Eagle Investment ($1.05 B), John Paulson ($159.05 M), Cliff Asness ($158.57 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 7.12 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $20.56 M, with 3 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited AEM. The total reported sell value was $25.86 M.

Yes, 2 managers opened new positions in AEM, and 1 increased their existing holdings. The total reported buy value was $5.3 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.40% Add 0.0% 5,193,057 $1.05 B Q1 2026
5.11% 783,561 $159.05 M Q1 2026
0.07% Reduce -7.3% 793,097 $158.57 M Q1 2026
7.41% Reduce -8.4% 138,588 $28.13 M Q1 2026
0.08% Reduce -33.9% 88,737 $18.01 M Q1 2026
0.09% Reduce -1.1% 46,765 $9.49 M Q1 2026
0.03% Reduce -2.5% 40,813 $8.28 M Q1 2026
0.01% New Buy 13,275 $2.69 M Q1 2026
0.00% New Buy 12,197 $2.48 M Q1 2026
0.27% Reduce -50.0% 6,100 $1.24 M Q1 2026
0.22% Reduce -0.7% 4,762 $966,591 Q1 2026
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