The unanimous active-manager buying cluster suggests a shared thesis on gold/silver prices or Coeur's operational turnaround, but the 45-day reporting lag means these positions may have been adjusted. Monitor Q4 2026 13F filings and any insider Form 4 activity for corroboration.
Executive Summary
Four institutional asset managers accumulated $7.5M in net new Coeur Mining positions during Q3 2026, led by Assenagon Asset Management ($5.2M increase) and Wealth Enhancement Advisory Services ($2.0M increase), while only one small seller trimmed $508K.
Key Financial Metrics
Institutional Positions
Net institutional flow: $7.5M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | DOUBLED | +154.1% | $3.2M | $2.0M |
| Assenagon Asset Management | ADD | +68.6% | $11.5M | $5.2M |
| Nisa Investment Advisors | ADD | +26% | $1.2M | $318.0K |
| Assetmark | DOUBLED | +234% | $10.0K | $7.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -31.6% | $1.8M | -$508.0K |
Key Facts
- 4 institutional buyers added $7.5M net vs 1 seller trimming $508K
- Assenagon Asset Management added $5.2M (68.6% increase to $11.5M)
- Wealth Enhancement Advisory Services doubled its position (+$2.0M to $3.2M)
- Only one seller (TD Waterhouse Canada) trimmed $508K (31.6% reduction)
- All participants are active asset managers, not passive/index funds
- Data reflects Q3 2026 quarter-end positions, now 45+ days stale
Financial Impact
4 institutions accumulated $7.5M in net new positions while 1 reduced holdings by $508K, for a total net inflow of approximately $7.0M
Risk Factors
- 13F data is stale by 45+ days — positions may have been unwound
- Gold mining stocks are highly sensitive to commodity price moves, not just company fundamentals
- No insider buying confluence to strengthen the signal
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-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $13.88 | awaiting T+60 | awaiting T+60 | No price |
Sep 28, 2026 29d ago | 8-K | $17.87 | awaiting T+60 | awaiting T+60 | No price |
Aug 20, 2026 9w ago | Insider Cluster | $20.97 | awaiting T+60 | awaiting T+60 | No price |
Aug 9, 2026 11w ago | Institutional Cluster | $18.15 | awaiting T+60 | awaiting T+60 | No price |
Jun 21, 2026 18w ago | Institutional Cluster | $17.47 $19.91 | ▲ +13.97% | ▲ +12.22% | No price |
May 6, 2026 24w ago | 8-K | $18.12 $15.56 | ▼ −14.13% | ▼ −17.96% | No price |
May 5, 2026 25w ago | DEFA14A | $18.75 $14.91 | ▼ −20.48% | ▼ −22.54% | No price |
Apr 1, 2026 29w ago | DEFA14A | $19.11 $16.33 | ▼ −14.55% | ▼ −27.93% | No price |
Feb 28, 2026 34w ago | Institutional Cluster | $26.94 $18.37 | ▼ −31.81% | ▼ −41.14% | No price |
US Market Status
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