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Marcus & Millichap
MMI

177 hedge funds and large institutions have $780M invested in Marcus & Millichap in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $278K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

25% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 53

9% more capital invested

Capital invested by funds: $716M → $780M (+$64.4M)

9% more funds holding

Funds holding: 163 → 177 (+14)

5.58% more ownership

Funds ownership: 53.4% → 58.99% (+5.6%)

Holders
177
Holders Change
+14
Holders Change %
+8.59%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
66
Reduced
53
Closed
25
Calls
$1.73M
Puts
$278K
Net Calls
+$1.45M
Net Calls Change
-$223K

Top Buyers

1
BlackRock
BlackRock
New York
+$57.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.81M
3
WG
Winton Group
United Kingdom
+$6.73M
4
Principal Financial Group
Principal Financial Group
Iowa
+$6.42M
5
State Street
State Street
Massachusetts
+$5.59M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$7.13M
2
GIP
Granite Investment Partners
California
-$5.87M
3
Morgan Stanley
Morgan Stanley
New York
-$5.73M
4
Millennium Management
Millennium Management
New York
-$5.43M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$43K – – –
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$42.5K -$34.9K -1,018 -45%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$37K +$4.38K +128 +13%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$35K – – –
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$32K -$14.3K -417 -32%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$26K +$377 +11 +1%
PA
157
Parallel Advisors
California
$24K – – –
PCG
158
Private Capital Group
Connecticut
$22K +$16.2K +474 +306%
IA
159
IFP Advisors
Florida
$20K +$3.49K +102 +22%
MOACM
160
Mutual of America Capital Management
New York
$18K +$17.9K +523 New
CC
161
Claybrook Capital
Massachusetts
$17K +$17.2K +502 New
WDL
162
Well Done LLC
Michigan
$17K +$17.2K +502 New
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$16K +$11.7K +341 +254%
DBT
164
Dubuque Bank & Trust
Iowa
$14K – – –
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$4.28K +125 +75%
Federated Hermes
166
Federated Hermes
Pennsylvania
$9K -$959 -28 -10%
LWM
167
Liberty Wealth Management
California
$9K +$9.45K +276 New
FGC
168
Financial Gravity Companies
Texas
$5K +$4.52K +132 New
RCAG
169
Rehmann Capital Advisory Group
Michigan
$4.19K – – –
DA
170
Denali Advisors
California
$4K -$82.2K -2,400 -95%
NIT
171
NumerixS Investment Technologies
British Columbia, Canada
$3K +$3.42K +100 New
AIA
172
Alera Investment Advisors
Illinois
$2K +$1.71K +50 New
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
$1.02K +$48.5K +1,416 +5%
CAM
174
Cresset Asset Management
Illinois
$1K +$1.27K +37 New
AAMU
175
Amundi Asset Management US
Massachusetts
$676 -$306K -8,921 -31%
5 6
7
8 9

MMI Hedge Fund Activity: Q4 2018 in Review

177 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q4 2018, worth a combined $780M — up 9% from $716M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MMI positions and 25 closed out — a net gain of 14 holders — while 66 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock, adding an estimated $57.7M. The largest seller was Aberdeen Group, cutting an estimated $7.13M.

  • 177 institutional investors held Marcus & Millichap (MMI) as of Q4 2018, up from 163 in Q3 2018.
  • Funds reported $780M of Marcus & Millichap stock for Q4 2018, up 9% quarter-over-quarter.
  • 39 funds opened new Marcus & Millichap positions in Q4 2018 and 25 closed out, a net change of +14 holders.
  • The largest Marcus & Millichap buyer in Q4 2018 was BlackRock, an estimated $57.7M added.
  • The largest Marcus & Millichap seller in Q4 2018 was Aberdeen Group, an estimated $7.13M sold.

Based on aggregated 13F filings for Q4 2018.