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Monarch Casino & Resort
MCRI

172 hedge funds and large institutions have $921M invested in Monarch Casino & Resort in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $831M → $921M (+$90.1M)

1.81% more ownership

Funds ownership: 62.97% → 64.78% (+1.8%)

4% less funds holding

Funds holding: 179 → 172 (-7)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

81% less call options, than puts

Call options by funds: $337K | Put options by funds: $1.78M

Holders
172
Holders Change
-7
Holders Change %
-3.91%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
58
Reduced
65
Closed
27
Calls
$337K
Puts
$1.78M
Net Calls
-$1.45M
Net Calls Change
-$1.36M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$36.4M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$11.7M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$8.74M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.14M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.6M
2
Cerity Partners
Cerity Partners
New York
-$6.56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.31M
4
LHC
Lodge Hill Capital
New York
-$4.79M
5
Brown Advisory
Brown Advisory
Maryland
-$4.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.04K +15 +15%
NC
152
nVerses Capital
Florida
$7.5K +$6.93K +100 New
PTC
153
Private Trust Company
Ohio
$6.9K -$762 -11 -11%
LFA
154
LGT Financial Advisors
Texas
$6.3K – – –
AEPWM
155
Atlantic Edge Private Wealth Management
Florida
$5.63K – – –
WTC
156
WhitTier Trust Company
Nevada
$5.25K – – –
HNB
157
Huntington National Bank
Ohio
$5.03K -$1.46K -21 -24%
GI
158
GAMMA Investing
California
$4.2K +$2.22K +32 +133%
FFC
159
First Financial Corp
Indiana
$3.9K +$3.6K +52 New
PS
160
Principal Securities
Iowa
$3.82K – – –
AssetMark Inc
161
AssetMark Inc
California
$3K -$69 -1 -2%
Bessemer Group
162
Bessemer Group
New Jersey
$3K – – –
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$2.7K +$624 +9 +33%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$1.65K +$208 +3 +16%
CFGS
165
Concourse Financial Group Securities
Alabama
$1.57K -$69 -1 -5%
GRP
166
Global Retirement Partners
California
$1.5K – – –
A
167
AlphaQuest
New York
$1.43K +$1.32K +19 New
LC
168
Lindbrook Capital
California
$900 – – –
AF
169
Allworth Financial
California
$750 – – –
BIA
170
Bell Investment Advisors
California
$600 – – –
PFBT
171
Parkside Financial Bank & Trust
Missouri
$150 – – –
AWM
172
Avior Wealth Management
Nebraska
$149 +$139 +2 New
Cerity Partners
173
Cerity Partners
New York
– -$6.56M -94,888 Closed
ZCM
174
Ziegler Capital Management
Illinois
– -$3.26M -47,078 Closed
ECM
175
ExodusPoint Capital Management
New York
– -$1.38M -19,994 Closed
4 5 6
7
8

MCRI Hedge Fund Activity: Q1 2024 in Review

172 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Monarch Casino & Resort (MCRI) for Q1 2024, worth a combined $921M — up 11% from $831M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MCRI and 21 opened new positions — a net loss of 6 holders — while 65 trimmed existing stakes and 58 added.

The largest buyer was First Trust Advisors, adding an estimated $36.4M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 172 institutional investors held Monarch Casino & Resort (MCRI) as of Q1 2024, down from 179 in Q4 2023.
  • Funds reported $921M of Monarch Casino & Resort stock for Q1 2024, up 11% quarter-over-quarter.
  • 21 funds opened new Monarch Casino & Resort positions in Q1 2024 and 27 closed out, a net change of -6 holders.
  • The largest Monarch Casino & Resort buyer in Q1 2024 was First Trust Advisors, an estimated $36.4M added.
  • The largest Monarch Casino & Resort seller in Q1 2024 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2024.