MakeMyTrip
MMYT
67 hedge funds and large institutions have $842M invested in MakeMyTrip in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 15 closing their positions.
84% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $1.45M
73.67% more ownership
Funds ownership: 0% → 73.67% (+74%)
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
12% more capital invested
Capital invested by funds: $750M → $842M (+$92.3M)
8% more funds holding
Funds holding: 62 → 67 (+5)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$99.1M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$29.2M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
+$25.4M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$17.7M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16.1M |
| 3 |
HIM
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
-$10.6M |
| 4 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$10M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
76
Credit Suisse
Zurich,
Switzerland
| – | -$358K | -15,191 | Closed |
|
77
Ameriprise
Minneapolis,
Minnesota
| – | -$253K | -10,711 | Closed |
|
|
VKH
78
Virtu KCG Holdings
New York
| – | -$216K | -9,153 | Closed |
|
79
Jane Street
New York
| – | -$206K | -8,718 | Closed |
|
80
Citigroup
New York
| – | -$60K | -2,556 | Closed |
|
81
Barclays
London,
United Kingdom
| – | -$45K | -1,900 | Closed |
|
82
BNP Paribas Financial Markets
Paris,
France
| – | -$684 | -29 | Closed |
|
MMYT Hedge Fund Activity: Q4 2016 in Review
67 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MakeMyTrip (MMYT) for Q4 2016, worth a combined $842M — up 12% from $750M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MMYT positions and 15 closed out — a net gain of 5 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was Capital World Investors, adding an estimated $99.1M. The largest seller was Wellington Management Group, exiting entirely with an estimated $17.5M sold.
- 67 institutional investors held MakeMyTrip (MMYT) as of Q4 2016, up from 62 in Q3 2016.
- Funds reported $842M of MakeMyTrip stock for Q4 2016, up 12% quarter-over-quarter.
- 20 funds opened new MakeMyTrip positions in Q4 2016 and 15 closed out, a net change of +5 holders.
- The largest MakeMyTrip buyer in Q4 2016 was Capital World Investors, an estimated $99.1M added.
- The largest MakeMyTrip seller in Q4 2016 was Wellington Management Group, an estimated $17.5M sold.
Based on aggregated 13F filings for Q4 2016.