Caledonia Mining Corp plc: which funds bought and sold

Institutions that bought and sold Caledonia Mining shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 64 institutions that filed 13F reports for both quarters added to or opened positions in Caledonia Mining, and 70 cut or closed them. Together they added a net 222K shares, +2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 187K shares (−6.5%); index fund managers were net buyers of 30K shares (+1.5%). 9 opened a new position and 23 sold out entirely.

Bought, Q2 2026 64 institutions, 9 of them new holders Sold, Q2 2026 70 institutions, 23 of them sold out

Net change, all compared +222K shares (+2.5%)

Net change, active managers −187K shares (−6.5%), 13 bought, 21 sold

Buyers versus sellers

institutions compared, 154

64 bought 20 70 sold

Active managers and hedge funds 13 bought · 21 sold · −187K

Index fund managers 6 bought · 2 sold · +30K

Other institutions 45 bought · 47 sold · +379K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Mackenzie Financial Corp	+293K +429.7%	362K	$6.9M
American Century Companies Inc Active manager	+151K +52.4%	438K	$8.4M
Millennium Management LLC Hedge fund	+145K +135.7%	252K	$4.8M
HRT Financial LP	+112K New position	112K	$2.1M
Ameriprise Financial Inc	+81K +68.8%	198K	$3.8M
Marshall Wace, LLP Hedge fund	+80K +93.7%	165K	$3.2M
Dimensional Fund Advisors LP	+67K +12.3%	612K	$11.7M
BNP Paribas Financial Markets	+64K +137.2%	111K	$2.1M
Jacobs Levy Equity Management, Inc Active manager	+59K +37.2%	218K	$4.2M
UBS Group AG	+55K +53.1%	157K	$3M
FMR LLC Active manager	+37K +113.6%	70K	$1.3M
Algert Global LLC Hedge fund	+31K New position	31K	$583,505
Geode Capital Management, LLC Index funds	+27K +13.0%	233K	$4.4M
Goldman Sachs Group Inc	+24K +14.7%	186K	$3.5M
Legal & General Group PLC	+24K +653.9%	27K	$522,356
Cambridge Investment Research Advisors, Inc.	+22K +119.9%	41K	$780,000
Cetera Investment Advisers	+19K +166.3%	30K	$567,782
Blackrock, Inc. Index funds	+17K +1.5%	1.1M	$21.8M
Martingale Asset Management L P Active manager	+15K +23.6%	81K	$1.5M
Quantinno Capital Management LP	+15K +29.9%	67K	$1.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+151K +52.4%	438K	$8.4M
Millennium Management LLC Hedge fund	+145K +135.7%	252K	$4.8M
Marshall Wace, LLP Hedge fund	+80K +93.7%	165K	$3.2M
Jacobs Levy Equity Management, Inc Active manager	+59K +37.2%	218K	$4.2M
FMR LLC Active manager	+37K +113.6%	70K	$1.3M
Algert Global LLC Hedge fund	+31K New position	31K	$583,505
Martingale Asset Management L P Active manager	+15K +23.6%	81K	$1.5M
AQR Capital Management LLC Hedge fund	+11K +35.6%	40K	$767,648
LSV Asset Management Active manager	+9,200 New position	9,200	$176,000
Alliancebernstein L.P. Active manager	+5,600 +34.7%	22K	$491,107

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Alyeska Investment Group, L.P. Hedge fund	−185K −46.0%	217K	$4.2M
Arrowstreet Capital, Limited Partnership Hedge fund	−108K −55.7%	86K	$1.6M
Jane Street Group, LLC	−93K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−62K −85.9%	10K	$193,197
Morgan Stanley	−60K −33.6%	118K	$2.3M
Acadian Asset Management LLC Active manager	−46K −24.2%	145K	$2.8M
Panagora Asset Management Inc Active manager	−42K Sold out	0	—
Gsa Capital Partners LLP	−38K −72.5%	15K	$278,000
Susquehanna International Group, LLP	−37K Sold out	0	—
Los Angeles Capital Management LLC Active manager	−37K −42.2%	51K	$978,970
Illumine Investment Management, LLC	−35K Sold out	0	—
Navellier & Associates Inc	−34K −65.9%	18K	$341,374
Cvfg LLC	−34K Sold out	0	—
Massachusetts Financial Services Co Active manager	−30K −26.1%	85K	$1.6M
O'Shaughnessy Asset Management, LLC Active manager	−30K −46.6%	34K	$654,156
Two Sigma Investments, LP Hedge fund	−29K −15.8%	154K	$2.9M
Citadel Advisors LLC Hedge fund	−26K −46.7%	30K	$565,016
Point72 Asset Management, L.P. Hedge fund	−26K −31.0%	57K	$1.1M
Barclays PLC	−25K −57.7%	19K	$356,330
Franklin Resources Inc Active manager	−22K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alyeska Investment Group, L.P. Hedge fund	−185K −46.0%	217K	$4.2M
Arrowstreet Capital, Limited Partnership Hedge fund	−108K −55.7%	86K	$1.6M
Squarepoint Ops LLC Hedge fund	−62K −85.9%	10K	$193,197
Acadian Asset Management LLC Active manager	−46K −24.2%	145K	$2.8M
Panagora Asset Management Inc Active manager	−42K Sold out	0	—
Los Angeles Capital Management LLC Active manager	−37K −42.2%	51K	$978,970
Massachusetts Financial Services Co Active manager	−30K −26.1%	85K	$1.6M
O'Shaughnessy Asset Management, LLC Active manager	−30K −46.6%	34K	$654,156
Two Sigma Investments, LP Hedge fund	−29K −15.8%	154K	$2.9M
Citadel Advisors LLC Hedge fund	−26K −46.7%	30K	$565,016

New positions

largest by value

Institution	Shares	Value June 30, 2026
HRT Financial LP	112K	$2.1M
Algert Global LLCHedge fund	31K	$583,505
Private Advisor Group, LLC	12K	$227,726
LSV Asset ManagementActive manager	9,200	$176,000
Skaana Management L.P.	1,500	$28,650
Integrated Wealth Concepts LLC	1,241	$23,704
Versant Capital Management, Inc	846	$16,159
Clearstead Advisors, LLC	6	$116
Sjs Investment Consulting Inc.	1	$20

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	93K	$2.1M
Panagora Asset Management IncActive manager	42K	$944,759
Susquehanna International Group, LLP	37K	$845,386
Illumine Investment Management, LLC	35K	$780,936
Cvfg LLC	34K	$775,967
Franklin Resources IncActive manager	22K	$500,888
Renaissance Technologies LLCHedge fund	19K	$429,820
State Of Wisconsin Investment Board	15K	$348,767
Potentia Wealth	12K	$261,112
Lazard Asset Management LLCActive manager	11K	$258,565

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 131
Ten largest holders: 47.6%
Index fund managers: 21.6%
Active managers and hedge funds: 29.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	13	21	2	5	−187K	−6.5%
Index fund managers	6	2	0	0	+30K	+1.5%
Other institutions	45	47	7	18	+379K	+9.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Caledonia Mining.

Only managers that filed a holdings report for both quarters are compared (154 here). 5 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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