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Monarch Casino & Resort

179 hedge funds and large institutions have $831M invested in Monarch Casino & Resort in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $737M → $831M (+$94.2M)

2% more funds holding

Funds holding: 176179 (+3)

1.07% more ownership

Funds ownership: 61.9%62.97% (+1.1%)

22% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 73

43% less call options, than puts

Call options by funds: $111K | Put options by funds: $194K

Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
57
Reduced
73
Closed
21
Calls
$111K
Puts
$194K
Net Calls
-$83K
Net Calls Change
-$511K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$14.5K +$13.4K +210 New
WIA
152
Wetzel Investment Advisors
Indiana
$14K +$12.7K +200 New
UB
153
UMB Bank
Missouri
$12.9K
PA
154
Pineridge Advisors
Missouri
$11K +$10.1K +159 New
S
155
SignatureFD
Georgia
$11K +$10.1K +159 New
C
156
Covestor
United Kingdom
$9K +$1.34K +21 +18%
IA
157
IFP Advisors
Florida
$8.3K +$3.82K +60 +100%
PTC
158
Private Trust Company
Ohio
$7.12K +$1.15K +18 +21%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$7K -$573 -9 -8%
MA
160
MCF Advisors
Kentucky
$6.92K
HNB
161
Huntington National Bank
Ohio
$6.09K +$127 +2 +2%
LFA
162
LGT Financial Advisors
Texas
$5.81K
AEPWM
163
Atlantic Edge Private Wealth Management
Florida
$5.19K +$4.78K +75 New
WTC
164
WhitTier Trust Company
Nevada
$4.84K -$4.46K -70 -50%
PS
165
Principal Securities
Iowa
$3.53K +$3.25K +51 New
QT
166
Quantbot Technologies
New York
$3.46K -$258K -4,059 -99%
Bessemer Group
167
Bessemer Group
New Jersey
$3K +$2.55K +40 New
AssetMark Inc
168
AssetMark Inc
California
$2.83K +$191 +3 +8%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$1.87K +$446 +7 +35%
GI
170
GAMMA Investing
California
$1.65K +$1.53K +24 New
CFGS
171
Concourse Financial Group Securities
Alabama
$1.52K
GRP
172
Global Retirement Partners
California
$1.33K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$1.31K +$1.21K +19 New
Russell Investments Group
174
Russell Investments Group
United Kingdom
$1.04K -$545K -8,551 -100%
LC
175
Lindbrook Capital
California
$830 -$4.9K -77 -87%

MCRI Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Monarch Casino & Resort (MCRI) for Q4 2023, worth a combined $831M — up 13% from $737M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MCRI positions and 21 closed out — a net gain of 5 holders — while 57 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.6M. The largest seller was Millennium Management, cutting an estimated $12.4M.

  • 179 institutional investors held Monarch Casino & Resort (MCRI) as of Q4 2023, up from 176 in Q3 2023.
  • Funds reported $831M of Monarch Casino & Resort stock for Q4 2023, up 13% quarter-over-quarter.
  • 26 funds opened new Monarch Casino & Resort positions in Q4 2023 and 21 closed out, a net change of +5 holders.
  • The largest Monarch Casino & Resort buyer in Q4 2023 was Morgan Stanley, an estimated $14.6M added.
  • The largest Monarch Casino & Resort seller in Q4 2023 was Millennium Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2023.