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GMCR

KEURIG GREEN MTN INC
GMCR

Delisted

GMCR was delisted on the 2nd of March, 2016.

420 hedge funds and large institutions have $10.9B invested in KEURIG GREEN MTN INC in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 168 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $724M | Put options by funds: $565M

5% less funds holding

Funds holding: 441420 (-21)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 168

21% less capital invested

Capital invested by funds: $13.8B → $10.9B (-$2.91B)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

Holders
420
Holders Change
-21
Holders Change %
-4.76%
% of All Funds
11.19%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
49
Increased
143
Reduced
168
Closed
63
Calls
$724M
Puts
$565M
Net Calls
+$159M
Net Calls Change
+$289M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.03B -$279M -2,233,206 -11%
Morgan Stanley
2
Morgan Stanley
New York
$1.21B +$609M +4,870,104 +82%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.03B -$11M -88,109 -0.9%
State Street
4
State Street
Massachusetts
$559M -$50.6M -404,819 -7%
BIT
5
BlackRock Institutional Trust
California
$371M +$811K +6,484 +0.2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$346M -$95.1M -760,850 -20%
Artisan Partners
7
Artisan Partners
Wisconsin
$263M -$51.8M -413,993 -15%
BFA
8
BlackRock Fund Advisors
California
$212M +$5.69M +45,486 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$201M +$26M +207,888 +13%
William Blair & Company
10
William Blair & Company
Illinois
$179M -$8.83M -70,634 -4%
Northern Trust
11
Northern Trust
Illinois
$174M -$5.51M -44,065 -3%
Goldman Sachs
12
Goldman Sachs
New York
$167M +$30.7M +245,907 +20%
Invesco
13
Invesco
Georgia
$164M -$27.4M -219,131 -13%
GGHC
14
Gilder Gagnon Howe & Co
New York
$154M +$871K +6,966 +0.5%
PGP
15
Prescott General Partners
Florida
$138M -$180M -1,438,309 -54%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$131M -$4.67M -37,331 -3%
Norges Bank
17
Norges Bank
Norway
$130M +$4.92M +39,355 +3%
SG Americas Securities
18
SG Americas Securities
New York
$122M +$123M +981,310 +905%
TCIM
19
TIAA CREF Investment Management
New York
$114M -$25.1M -200,881 -17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$110M +$4.85M +38,805 +4%
BG
21
BlackRock Group
United Kingdom
$106M -$2.81M -22,457 -2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$106M -$25.8M -206,272 -18%
CLM
23
ClearBridge LLC (Maryland)
Maryland
$105M +$60.2M +481,260 +105%
AAMU
24
Amundi Asset Management US
Massachusetts
$101M +$49.8M +397,957 +79%
Capital World Investors
25
Capital World Investors
California
$89.9M +$3.75M +30,000 +4%

GMCR Hedge Fund Activity: Q1 2015 in Review

420 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KEURIG GREEN MTN INC (GMCR) for Q1 2015, worth a combined $10.9B — down 21% from $13.8B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of GMCR and 49 opened new positions — a net loss of 14 holders — while 168 trimmed existing stakes and 143 added.

The largest buyer was Morgan Stanley, adding an estimated $609M. The largest seller was Credit Suisse, cutting an estimated $750M.

  • 420 institutional investors held KEURIG GREEN MTN INC (GMCR) as of Q1 2015, down from 441 in Q4 2014.
  • Funds reported $10.9B of KEURIG GREEN MTN INC stock for Q1 2015, down 21% quarter-over-quarter.
  • 49 funds opened new KEURIG GREEN MTN INC positions in Q1 2015 and 63 closed out, a net change of -14 holders.
  • The largest KEURIG GREEN MTN INC buyer in Q1 2015 was Morgan Stanley, an estimated $609M added.
  • The largest KEURIG GREEN MTN INC seller in Q1 2015 was Credit Suisse, an estimated $750M sold.

Based on aggregated 13F filings for Q1 2015.