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Marcus Corp

149 hedge funds and large institutions have $510M invested in Marcus Corp in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $461M → $510M (+$49.3M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 149149 (0)

0.86% less ownership

Funds ownership: 87.55%86.69% (-0.86%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.68M

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
58
Reduced
50
Closed
17
Calls
Puts
$1.68M
Net Calls
-$1.68M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
126
ClearBridge Investments
New York
$42K -$13.7K -500 -26%
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$29K +$1.92K +70 +8%
TRCT
128
Tower Research Capital (TRC)
New York
$29K +$12.6K +459 +92%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$26K
YWP
130
YorkBridge Wealth Partners
New York
$22K +$274 +10 +1%
LIA
131
LS Investment Advisors
Michigan
$18K +$2.19K +80 +16%
PCG
132
Private Capital Group
Connecticut
$16K
PCM
133
Prelude Capital Management
New York
$15K +$13.7K +500 New
SWA
134
Sutton Wealth Advisors
Florida
$12.6K
VCM
135
Versant Capital Management
Arizona
$11K
CTC
136
Central Trust Company
Missouri
$10K +$8.73K +318 New
RFC
137
Regions Financial Corp
Alabama
$9K -$8.23K -300 -50%
IA
138
IFP Advisors
Florida
$7K
GAM
139
Gemmer Asset Management
California
$4K
APA
140
American Portfolios Advisors
New York
$3.04K -$4.25K -155 -61%
HNB
141
Huntington National Bank
Ohio
$3K +$2.58K +94 New
BCP
142
Blackhawk Capital Partners
Wisconsin
$2K
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$2K
RCAG
144
Rehmann Capital Advisory Group
Michigan
$2K +$1.78K +65 New
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$1.49K +$1.34K +49 New
FGC
146
Financial Gravity Companies
Texas
$1K +$467 +17 +63%
PFBT
147
Parkside Financial Bank & Trust
Missouri
$1K +$549 +20 +167%
ASN
148
Advisory Services Network
Georgia
$1K +$878 +32 New
FGAM
149
Financial Gravity Asset Management
Texas
$1K +$1.21K +44 New
N
150
Nuveen
North Carolina
-$3.74M -136,620 Closed

MCS Hedge Fund Activity: Q1 2018 in Review

149 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q1 2018, worth a combined $510M — up 11% from $461M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MCS positions and 17 closed out — a net gain of 1 holder — while 58 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $5.52M. The largest seller was Nuveen, exiting entirely with an estimated $3.74M sold.

  • 149 institutional investors held Marcus Corp (MCS) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $510M of Marcus Corp stock for Q1 2018, up 11% quarter-over-quarter.
  • 18 funds opened new Marcus Corp positions in Q1 2018 and 17 closed out, a net change of +1 holder.
  • The largest Marcus Corp buyer in Q1 2018 was BlackRock, an estimated $5.52M added.
  • The largest Marcus Corp seller in Q1 2018 was Nuveen, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2018.