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211 hedge funds and large institutions have $2.01B invested in Monro in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

108.62% more ownership

Funds ownership: 0%108.62% (+109%)

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

19% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 64

8% more funds holding

Funds holding: 196211 (+15)

2% less capital invested

Capital invested by funds: $2.06B → $2.01B (-$49.1M)

66% less call options, than puts

Call options by funds: $240K | Put options by funds: $709K

Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
5.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
37
Increased
76
Reduced
64
Closed
19
Calls
$240K
Puts
$709K
Net Calls
-$469K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$21.3M -$132K -2,290 -0.6%
TAM
27
Tiverton Asset Management
Delaware
$17.8M +$18M +312,000 New
SIMG
28
Stephens Investment Management Group
Texas
$17.5M +$475K +8,240 +3%
JP Morgan Chase
29
JP Morgan Chase
New York
$17.4M +$2.88M +50,086 +20%
SCM
30
SG Capital Management
Illinois
$16.9M +$17M +295,908 New
PCM
31
Peregrine Capital Management
Minnesota
$16.9M +$1.81M +31,409 +12%
Ameriprise
32
Ameriprise
Minnesota
$14.6M +$3.8M +66,000 +35%
GKIM
33
GW&K Investment Management
Massachusetts
$14.4M -$2.14M -37,154 -13%
Principal Financial Group
34
Principal Financial Group
Iowa
$14.2M +$547K +9,493 +4%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$14.2M +$510K +8,858 +4%
CLM
36
ClearBridge LLC (Maryland)
Maryland
$13M +$2.37M +41,090 +22%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$12.9M +$3.63M +63,074 +39%
FPC
38
Falcon Point Capital
California
$12.9M +$3.35M +58,223 +35%
MNA
39
Manning & Napier Advisors
New York
$12.6M
Norges Bank
40
Norges Bank
Norway
$11.7M -$2.58M -44,727 -18%
Bank of America
41
Bank of America
North Carolina
$11.2M -$1.1M -19,181 -9%
GIP
42
Granite Investment Partners
California
$10.7M -$525K -9,124 -5%
BCMNY
43
Buckingham Capital Management (New York)
New York
$10.6M +$3.28M +56,871 +44%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$10.1M +$10.2M +177,188 New
NFA
45
Nationwide Fund Advisors
Ohio
$9.89M +$483K +8,383 +5%
ACM
46
Alta Capital Management
Utah
$9.76M -$34K -591 -0.3%
SCA
47
Summit Creek Advisors
Minnesota
$9.64M -$115K -2,005 -1%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$9.48M -$5.89M -102,247 -38%
KCM
49
Kornitzer Capital Management
Kansas
$9.35M -$3.57M -61,925 -27%
BIM
50
BlackRock Investment Management
Delaware
$9.16M +$1.64M +28,540 +22%

MNRO Hedge Fund Activity: Q4 2016 in Review

211 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Monro (MNRO) for Q4 2016, worth a combined $2.01B — down 2.4% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MNRO positions and 19 closed out — a net gain of 18 holders — while 76 added to existing stakes and 64 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $21.8M. The largest seller was Janus Henderson Investors US, exiting entirely with an estimated $41.7M sold.

  • 211 institutional investors held Monro (MNRO) as of Q4 2016, up from 196 in Q3 2016.
  • Funds reported $2.01B of Monro stock for Q4 2016, down 2.4% quarter-over-quarter.
  • 37 funds opened new Monro positions in Q4 2016 and 19 closed out, a net change of +18 holders.
  • The largest Monro buyer in Q4 2016 was Waddell & Reed Financial, an estimated $21.8M added.
  • The largest Monro seller in Q4 2016 was Janus Henderson Investors US, an estimated $41.7M sold.

Based on aggregated 13F filings for Q4 2016.