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GMCR

KEURIG GREEN MTN INC
GMCR

Delisted

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

347 hedge funds and large institutions have $5.56B invested in KEURIG GREEN MTN INC in 2015 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 145 increasing their positions, 110 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 110

2% more call options, than puts

Call options by funds: $287M | Put options by funds: $282M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

13% less funds holding

Funds holding: 397347 (-50)

28% less capital invested

Capital invested by funds: $7.77B → $5.56B (-$2.21B)

54% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 89

Holders
347
Holders Change
-50
Holders Change %
-12.59%
% of All Funds
9.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
41
Increased
145
Reduced
110
Closed
89
Calls
$287M
Puts
$282M
Net Calls
+$4.69M
Net Calls Change
+$98.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.2B +$825K +13,403 +0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$604M +$596M +9,692,707 +514%
Vanguard Group
3
Vanguard Group
Pennsylvania
$507M +$20.2M +327,782 +3%
Morgan Stanley
4
Morgan Stanley
New York
$284M -$232M -3,762,078 -41%
State Street
5
State Street
Massachusetts
$271M +$31.6M +513,892 +11%
EC
6
Eminence Capital
New York
$194M +$163M +2,641,854 +244%
BIT
7
BlackRock Institutional Trust
California
$161M +$679K +11,036 +0.4%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$151M +$15.7M +254,571 +10%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$118M +$139M +2,259,543 New
Capital Research Global Investors
10
Capital Research Global Investors
California
$99M
BFA
11
BlackRock Fund Advisors
California
$95.9M +$2.74M +44,572 +2%
CLM
12
ClearBridge LLC (Maryland)
Maryland
$82.3M +$16M +259,557 +20%
Norges Bank
13
Norges Bank
Norway
$80.2M +$17.5M +284,579 +23%
Northern Trust
14
Northern Trust
Illinois
$79.8M -$260K -4,227 -0.3%
Invesco
15
Invesco
Georgia
$74.4M +$2.81M +45,659 +3%
AAMU
16
Amundi Asset Management US
Massachusetts
$71.6M +$15.9M +258,336 +23%
Goldman Sachs
17
Goldman Sachs
New York
$60.3M -$17.6M -286,333 -20%
T
18
TOBAM
France
$58.2M +$15.9M +259,115 +30%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$53.3M -$1.56M -25,394 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$52.9M +$4.18M +67,949 +7%
PGP
21
Prescott General Partners
Florida
$52.6M
BG
22
BlackRock Group
United Kingdom
$49.3M -$904K -14,694 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$47.8M -$2.6M -42,225 -4%
GC
24
Guggenheim Capital
Illinois
$40.5M +$3.07M +49,864 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
$37M -$65.3M -1,060,435 -60%

GMCR Hedge Fund Activity: Q3 2015 in Review

347 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in KEURIG GREEN MTN INC (GMCR) for Q3 2015, worth a combined $5.56B — down 28% from $7.77B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of GMCR and 41 opened new positions — a net loss of 48 holders — while 110 trimmed existing stakes and 145 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $596M. The largest seller was Morgan Stanley, cutting an estimated $232M.

  • 347 institutional investors held KEURIG GREEN MTN INC (GMCR) as of Q3 2015, down from 397 in Q2 2015.
  • Funds reported $5.56B of KEURIG GREEN MTN INC stock for Q3 2015, down 28% quarter-over-quarter.
  • 41 funds opened new KEURIG GREEN MTN INC positions in Q3 2015 and 89 closed out, a net change of -48 holders.
  • The largest KEURIG GREEN MTN INC buyer in Q3 2015 was T. Rowe Price Associates, an estimated $596M added.
  • The largest KEURIG GREEN MTN INC seller in Q3 2015 was Morgan Stanley, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2015.