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AngloGold Ashanti plc

AU Materials
$86.3 +$3.12 (3.75%)
Market Cap: $43.63 B
Gurus Holding
10
Popularity Rank
#451
% of Shares Held
1.71%
Net Activity (Q1 2026)
-$59.41 M

Guru Ownership Trend

Guru Analysis for AngloGold Ashanti plc (AU)

AngloGold Ashanti plc (AU), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $745.97 M.

Top institutional holders include Howard Marks and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $59.41 M net outflow during the quarter.

Recent activity highlights Sarah Ketterer who increased their stake by 107.0%. Conversely, Steven Cohen reduced exposure by 70.2%.

Key Holders

Top 5 by Value

$313.8 M
$163.71 M
$86.24 M
$58.15 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$99.71 M
Total Buy Value
New Buys 3
Additions 1
-$159.12 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for AngloGold Ashanti plc (AU)

Major holders include Howard Marks ($313.8 M), Cliff Asness ($163.71 M), First Eagle Investment ($145.13 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 8.64 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $59.41 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited AU. The total reported sell value was $159.12 M.

Yes, 3 managers opened new positions in AU, and 1 increased their existing holdings. The total reported buy value was $99.71 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.99% Reduce -16.2% 3,223,092 $313.8 M Q1 2026
0.07% Reduce -18.5% 1,696,421 $163.71 M Q1 2026
0.19% Reduce -0.1% 1,490,679 $145.13 M Q1 2026
1.06% Add 107.0% 898,816 $86.24 M Q1 2026
0.26% Reduce -27.4% 597,304 $58.15 M Q1 2026
0.08% New Buy 556,200 $54.15 M Q1 2026
0.02% Reduce -70.2% 165,208 $16.08 M Q1 2026
0.01% New Buy 7,860 $765,250 Q1 2026
0.13% Reduce -66.7% 6,100 $593,896 Q1 2026
0.00% New Buy 2,258 $219,839 Q1 2026
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