The coordinated buying by active and sovereign investors, combined with a major passive fund doubling down, suggests growing conviction in CDE’s fundamentals or an upcoming catalyst. Traders should monitor for upward pressure on the stock, especially if retail follows institutional lead.
Executive Summary
Five major institutions, including Fidelity, Norges Bank, and quant funds RenTech and Two Sigma, significantly increased or initiated positions in Coeur Mining (CDE) during 2025-Q4, collectively adding $451.5M in new exposure. This buying was partially offset by a $44M trim from BofA. The cluster includes high-conviction moves such as a doubling of Fidelity’s stake and new entries from sovereign and elite quant funds, signaling strong institutional confidence in CDE’s valuation or catalyst outlook.
Key Financial Metrics
Institutional Positions
Net institutional flow: $407.5M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | DOUBLED | +965.6% | $301.6M | $271.8M |
| Norges Bank | NEW | +0% | $128.4M | $128.4M |
| Two Sigma | ADD | +60.5% | $100.4M | $34.6M |
| Wells Fargo | ADD | +34.8% | $20.1M | $4.4M |
| RenTech | NEW | +0% | $12.4M | $12.4M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| BofA | TRIM | -42.6% | $96.9M | -$44.0M |
Key Facts
- Fidelity doubled its stake in CDE, increasing holdings by 15.33M shares ($271.8M in new capital).
- Norges Bank and RenTech established new positions worth $128.4M and $12.4M, respectively.
- Two Sigma increased its position by 60.5%, adding $34.6M in value.
- Wells Fargo added $4.4M in new exposure.
- BofA trimmed its position by 42.6%, reducing holdings by $44.0M.
- Total net institutional inflow: $407.5M ($451.5M bought, $44.0M sold).
Financial Impact
5 institutions accumulated $451.5M in new or expanded positions, while 1 reduced by $44.0M, resulting in a net $407.5M institutional inflow.
Risk Factors
- The cluster is dominated by passive and sovereign investors; if market-wide de-risking occurs, gains could be reversed.
- BofA’s significant trim may indicate divergent views on valuation or sector risk.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CDE-2025-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 20, 2026 6w ago | Insider Cluster | $20.97 $19.52 | ▼ −6.91% | ▼ −6.39% | — |
Aug 9, 2026 7w ago | Institutional Cluster | $18.15 $20.66 | ▲ +13.83% | ▲ +14.74% | — |
Jun 21, 2026 14w ago | Institutional Cluster | $17.47 $14.35 | ▼ −17.86% | ▼ −17.71% | — |
May 6, 2026 21w ago | 8-K | $18.12 $18.15 | ▲ +0.17% | ▼ −2.97% | — |
May 5, 2026 21w ago | DEFA14A | $18.75 $18.15 | ▼ −3.20% | ▼ −5.98% | — |
Apr 1, 2026 26w ago | DEFA14A | $19.11 $17.33 | ▼ −9.31% | ▼ −19.04% | — |
Feb 28, 2026 30w ago | Institutional Cluster | $26.94 $16.50 | ▼ −38.75% | ▼ −30.81% | — |
US Market Status
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