Marcus Corp
MCS
129 hedge funds and large institutions have $321M invested in Marcus Corp in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 7 closing their positions.
435% more call options, than puts
Call options by funds: $492K | Put options by funds: $92K
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
26% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 39
17% more capital invested
Capital invested by funds: $274M → $321M (+$47M)
8% more funds holding
Funds holding: 120 → 129 (+9)
0.73% more ownership
Funds ownership: 80.2% → 80.94% (+0.73%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$4.02M |
| 2 |
Millennium Management
New York
|
+$1.48M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.29M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.28M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$3.71M |
| 2 |
GC
GMT Capital
Atlanta,
Georgia
|
-$3.41M |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$922K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$909K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$701K |
MCS Hedge Fund Activity: Q1 2015 in Review
129 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q1 2015, worth a combined $321M — up 17% from $274M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MCS positions and 7 closed out — a net gain of 10 holders — while 49 added to existing stakes and 39 trimmed.
The largest buyer was River Road Asset Management, opening a new position worth an estimated $4.02M. The largest seller was Private Capital Management (Florida), exiting entirely with an estimated $3.71M sold.
- 129 institutional investors held Marcus Corp (MCS) as of Q1 2015, up from 120 in Q4 2014.
- Funds reported $321M of Marcus Corp stock for Q1 2015, up 17% quarter-over-quarter.
- 17 funds opened new Marcus Corp positions in Q1 2015 and 7 closed out, a net change of +10 holders.
- The largest Marcus Corp buyer in Q1 2015 was River Road Asset Management, an estimated $4.02M added.
- The largest Marcus Corp seller in Q1 2015 was Private Capital Management (Florida), an estimated $3.71M sold.
Based on aggregated 13F filings for Q1 2015.