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Melco Resorts & Entertainment

294 hedge funds and large institutions have $4.3B invested in Melco Resorts & Entertainment in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

124% more call options, than puts

Call options by funds: $108M | Put options by funds: $48.4M

27% more capital invested

Capital invested by funds: $3.38B → $4.3B (+$918M)

10% more funds holding

Funds holding: 267294 (+27)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.21% less ownership

Funds ownership: 12.44%12.23% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 97

Holders
294
Holders Change
+27
Holders Change %
+10.11%
% of All Funds
5.79%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
53
Increased
92
Reduced
97
Closed
23
Calls
$108M
Puts
$48.4M
Net Calls
+$60.1M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$905M -$23.7M -1,089,938 -3%
Capital World Investors
2
Capital World Investors
California
$345M -$24M -1,102,869 -7%
HJGA
3
Hardman Johnston Global Advisors
Connecticut
$251M -$2.05M -94,228 -0.9%
BlackRock
4
BlackRock
New York
$246M -$16M -736,439 -7%
Boston Partners
5
Boston Partners
Massachusetts
$157M +$15.6M +717,154 +12%
State Street
6
State Street
Massachusetts
$115M -$1.33M -61,071 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$109M -$1.3M -59,948 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$104M +$32.7M +1,502,876 +53%
Citadel Advisors
9
Citadel Advisors
Florida
$98.5M +$30.8M +1,414,809 +53%
BPIH
10
Broad Peak Investment Holdings
Singapore
$96.2M
FTIM
11
Flowering Tree Investment Management
Singapore
$81.2M -$1.12M -51,480 -2%
MICM
12
Matthews International Capital Management
California
$81M -$2.64M -121,507 -3%
N
13
Nuveen
North Carolina
$80.2M -$8.3M -381,485 -10%
PIM
14
Platinum Investment Management
Australia
$78.6M +$4.97M +228,446 +8%
NM
15
NWI Management
New York
$76.4M +$14.4M +660,000 +26%
CFM
16
Coronation Fund Managers
South Africa
$74.2M -$25.9M -1,192,227 -28%
Deutsche Bank
17
Deutsche Bank
Germany
$64.1M +$7.44M +341,999 +15%
Millennium Management
18
Millennium Management
New York
$61.4M +$28.8M +1,325,521 +109%
AAM
19
Ardevora Asset Management
United Kingdom
$53.9M +$6.8M +312,800 +16%
HA
20
HHLR Advisors
Cayman Islands
$53.1M -$47.8M -2,197,850 -50%
NIP
21
Nicholas Investment Partners
California
$52M +$4.35M +200,000 +10%
TCG
22
Tremblant Capital Group
Florida
$47M -$21.4M -985,263 -34%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$45.4M +$39.6M +1,822,853 +3,184%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$43.7M +$12.3M +564,500 +45%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$43.2M +$2.93M +134,642 +8%

MLCO Hedge Fund Activity: Q4 2019 in Review

294 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Melco Resorts & Entertainment (MLCO) for Q4 2019, worth a combined $4.3B — up 27% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MLCO positions and 23 closed out — a net gain of 30 holders — while 92 added to existing stakes and 97 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $39.6M. The largest seller was HHLR Advisors, cutting an estimated $47.8M.

  • 294 institutional investors held Melco Resorts & Entertainment (MLCO) as of Q4 2019, up from 267 in Q3 2019.
  • Funds reported $4.3B of Melco Resorts & Entertainment stock for Q4 2019, up 27% quarter-over-quarter.
  • 53 funds opened new Melco Resorts & Entertainment positions in Q4 2019 and 23 closed out, a net change of +30 holders.
  • The largest Melco Resorts & Entertainment buyer in Q4 2019 was Susquehanna International Group, an estimated $39.6M added.
  • The largest Melco Resorts & Entertainment seller in Q4 2019 was HHLR Advisors, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2019.