MakeMyTrip
MMYT
105 hedge funds and large institutions have $1.12B invested in MakeMyTrip in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 17 closing their positions.
25% more call options, than puts
Call options by funds: $1.93M | Put options by funds: $1.55M
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.04% less ownership
Funds ownership: 76.88% → 72.84% (-4%)
5% less funds holding
Funds holding: 110 → 105 (-5)
9% less capital invested
Capital invested by funds: $1.23B → $1.12B (-$113M)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$27.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$18.1M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$10.4M |
| 5 |
GC
GMT Capital
Atlanta,
Georgia
|
+$9.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$20.2M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.7M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$16.1M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$14.5M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$6.15M |
MMYT Hedge Fund Activity: Q2 2019 in Review
105 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MakeMyTrip (MMYT) for Q2 2019, worth a combined $1.12B — down 9.2% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of MMYT and 13 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 33 added.
The largest buyer was Fidelity International, adding an estimated $27.6M. The largest seller was Capital World Investors, cutting an estimated $20.2M.
- 105 institutional investors held MakeMyTrip (MMYT) as of Q2 2019, down from 110 in Q1 2019.
- Funds reported $1.12B of MakeMyTrip stock for Q2 2019, down 9.2% quarter-over-quarter.
- 13 funds opened new MakeMyTrip positions in Q2 2019 and 17 closed out, a net change of -4 holders.
- The largest MakeMyTrip buyer in Q2 2019 was Fidelity International, an estimated $27.6M added.
- The largest MakeMyTrip seller in Q2 2019 was Capital World Investors, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2019.