MakeMyTrip
MMYT
58 hedge funds and large institutions have $491M invested in MakeMyTrip in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
9% more funds holding
Funds holding: 53 → 58 (+5)
13% less capital invested
Capital invested by funds: $564M → $491M (-$73.6M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
27% less call options, than puts
Call options by funds: $149K | Put options by funds: $204K
Top Buyers
Top Sellers
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$23.9M |
| 2 |
Goldman Sachs
New York
|
-$7.93M |
| 3 |
Morgan Stanley
New York
|
-$3.81M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$2.83M |
| 5 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$2.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
51
Cutler Group
San Francisco,
California
| $10K | +$11.9K | +713 | New |
|
52
Citigroup
New York
| $2K | -$33K | -1,975 | -94% |
|
53
Barclays
London,
United Kingdom
| $1K | -$7.33K | -439 | -90% |
|
|
MFS
54
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
56
Wells Fargo
San Francisco,
California
| $1K | – | – | – |
|
57
US Bancorp
Minneapolis,
Minnesota
| $1K | +$684 | +41 | New |
|
58
BNP Paribas Financial Markets
Paris,
France
| $431 | – | – | – |
|
|
DCM
59
Driehaus Capital Management
Chicago,
Illinois
| – | -$1.12M | -61,977 | Closed |
|
|
SPM
60
Symmetry Peak Management
Radnor,
Pennsylvania
| – | -$497K | -27,500 | Closed |
|
61
Credit Agricole
Montrouge Cedex,
France
| – | -$90K | -5,000 | Closed |
|
62
UBS Group
Zurich,
Switzerland
| – | -$4K | -200 | Closed |
|
MMYT Hedge Fund Activity: Q2 2016 in Review
58 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MakeMyTrip (MMYT) for Q2 2016, worth a combined $491M — down 13% from $564M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MMYT positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was WFM Asia, adding an estimated $21.2M. The largest seller was Janus Henderson Investors US, cutting an estimated $23.9M.
- 58 institutional investors held MakeMyTrip (MMYT) as of Q2 2016, up from 53 in Q1 2016.
- Funds reported $491M of MakeMyTrip stock for Q2 2016, down 13% quarter-over-quarter.
- 9 funds opened new MakeMyTrip positions in Q2 2016 and 4 closed out, a net change of +5 holders.
- The largest MakeMyTrip buyer in Q2 2016 was WFM Asia, an estimated $21.2M added.
- The largest MakeMyTrip seller in Q2 2016 was Janus Henderson Investors US, an estimated $23.9M sold.
Based on aggregated 13F filings for Q2 2016.