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AngloGold Ashanti plc

AU Materials
$102.36 +$2.62 (2.63%)
Market Cap: $52.25 B
Gurus Holding
10
Popularity Rank
#411
% of Shares Held
1.47%
Net Activity (Q2 2026)
-$92.94 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $767.04 M.

Top institutional holders include Howard Marks and First Eagle Investment.

Institutional sentiment is currently Bearish. This is evidenced by a $92.94 M net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 185.4%. Conversely, Cliff Asness reduced exposure by 78.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$34.84 M
Total Buy Value
New Buys 1
Additions 4
-$127.78 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for AngloGold Ashanti plc (AU)

Major holders include Howard Marks ($257.16 M), First Eagle Investment ($120.58 M), Sarah Ketterer ($55.74 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 7.49 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $92.94 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited AU. The total reported sell value was $127.78 M.

Yes, 1 managers opened new positions in AU, and 4 increased their existing holdings. The total reported buy value was $34.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.57% Reduce -1.4% 3,179,092 $257.16 M Q2 2026
0.20% 1,490,679 $120.58 M Q2 2026
0.60% Reduce -23.5% 688,027 $55.74 M Q2 2026
0.22% Add 11.4% 665,558 $53.84 M Q2 2026
0.06% Add 3.3% 574,588 $46.48 M Q2 2026
0.04% Add 185.4% 471,508 $38.14 M Q2 2026
0.01% Reduce -78.0% 372,693 $30.1 M Q2 2026
0.03% New Buy 33,281 $2.72 M Q2 2026
0.01% Add 52.7% 12,000 $970,680 Q2 2026
0.11% 6,100 $493,429 Q2 2026
Date
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Transaction
Value
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SEC Form