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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $733.03 M.
Top institutional holders include Howard Marks and First Eagle Investment.
Institutional sentiment is currently Bearish. This is evidenced by a $146.22 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Cliff Asness reduced exposure by 78.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 4.54% | Reduce -15.4% | 4,185,261 | $294.35 M | Q3 2025 | |
| 0.26% | Add 0.1% | 2,056,440 | $144.63 M | Q3 2025 | |
| 0.06% | Reduce -51.1% | 232,754 | $16.37 M | Q3 2025 | |
| 0.18% | Reduce -74.8% | 198,513 | $13.96 M | Q3 2025 | |
| 0.01% | New Buy | 121,251 | $8.53 M | Q3 2025 | |
| 0.00% | Reduce -78.4% | 39,969 | $2.81 M | Q3 2025 | |
| 0.23% | Reduce -70.0% | 15,300 | $1.08 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for AngloGold Ashanti plc (AU)
Major holders include Howard Marks ($294.35 M), First Eagle Investment ($144.63 M), Ray Dalio ($16.37 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 6.85 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $146.22 M, with 2 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited AU. The total reported sell value was $154.9 M.
Yes, 1 managers opened new positions in AU, and 1 increased their existing holdings. The total reported buy value was $8.68 M.