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Monarch Casino & Resort
MCRI

194 hedge funds and large institutions have $911M invested in Monarch Casino & Resort in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

25% more call options, than puts

Call options by funds: $119K | Put options by funds: $95K

14% more capital invested

Capital invested by funds: $799M → $911M (+$112M)

11% more funds holding

Funds holding: 175 → 194 (+19)

0.31% less ownership

Funds ownership: 62.61% → 62.29% (-0.31%)

22% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 72

Holders
194
Holders Change
+19
Holders Change %
+10.86%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
56
Reduced
72
Closed
17
Calls
$119K
Puts
$95K
Net Calls
+$24K
Net Calls Change
-$17K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.17M
2
MVP
Medina Value Partners
California
+$7.25M
3
Jane Street
Jane Street
New York
+$7.21M
4
Invesco
Invesco
Georgia
+$6.12M
5
WAM
Weiss Asset Management
Massachusetts
+$5.4M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$48.5M
2
BlackRock
BlackRock
New York
-$6.77M
3
AR
Advisory Research
Illinois
-$5.97M
4
Brown Advisory
Brown Advisory
Maryland
-$5.24M
5
MNA
Manning & Napier Advisors
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
176
Global Retirement Partners
California
$6.34K – – –
HNB
177
Huntington National Bank
Ohio
$6.03K -$294 -4 -5%
AEPWM
178
Atlantic Edge Private Wealth Management
Florida
$5.95K – – –
WTC
179
WhitTier Trust Company
Nevada
$5.55K – – –
FFC
180
First Financial Corp
Indiana
$4.12K – – –
PS
181
Principal Securities
Iowa
$4.04K – – –
HWM
182
Hemington Wealth Management
Virginia
$4K +$4.04K +55 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$3.49K +$1.25K +17 +63%
SAM
184
Smartleaf Asset Management
Massachusetts
$3.47K +$955 +13 +42%
AssetMark Inc
185
AssetMark Inc
California
$3.41K +$147 +2 +5%
AF
186
Allworth Financial
California
$1.67K – – –
CPA
187
Capital Performance Advisors
California
$1.67K +$1.54K +21 New
CFGS
188
Concourse Financial Group Securities
Alabama
$1.43K -$147 -2 -10%
RIL
189
Rothschild Investment LLC
Illinois
$1.19K +$734 +10 +200%
PMAM
190
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.1K +15 New
LC
191
Lindbrook Capital
California
$951 – – –
Jones Financial Companies
192
Jones Financial Companies
Missouri
$316 +$294 +4 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$159 – – –
MFG
194
Mendota Financial Group
Wisconsin
$80 +$73 +1 New
MNA
195
Manning & Napier Advisors
New York
– -$3.31M -48,540 Closed
WHG
196
Westwood Holdings Group
Texas
– -$2.91M -42,700 Closed
VF
197
Vest Financial
Virginia
– -$1.1M -16,107 Closed
SCM
198
Semanteon Capital Management
Massachusetts
– -$882K -12,948 Closed
UM
199
UniSuper Management
Australia
– -$487K -7,148 Closed
PTC
200
Petrus Trust Company
Texas
– -$370K -5,426 Closed
5 6 7
8
9

MCRI Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Monarch Casino & Resort (MCRI) for Q3 2024, worth a combined $911M — up 14% from $799M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MCRI positions and 17 closed out — a net gain of 19 holders — while 56 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.17M. The largest seller was First Trust Advisors, cutting an estimated $48.5M.

  • 194 institutional investors held Monarch Casino & Resort (MCRI) as of Q3 2024, up from 175 in Q2 2024.
  • Funds reported $911M of Monarch Casino & Resort stock for Q3 2024, up 14% quarter-over-quarter.
  • 36 funds opened new Monarch Casino & Resort positions in Q3 2024 and 17 closed out, a net change of +19 holders.
  • The largest Monarch Casino & Resort buyer in Q3 2024 was Morgan Stanley, an estimated $9.17M added.
  • The largest Monarch Casino & Resort seller in Q3 2024 was First Trust Advisors, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2024.