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182 hedge funds and large institutions have $1.01B invested in Monro in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

7% more capital invested

Capital invested by funds: $938M → $1.01B (+$68.2M)

2% more funds holding

Funds holding: 178182 (+4)

2.03% more ownership

Funds ownership: 106.98%109.01% (+2%)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

18% less call options, than puts

Call options by funds: $5.53M | Put options by funds: $6.72M

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
66
Reduced
69
Closed
22
Calls
$5.53M
Puts
$6.72M
Net Calls
-$1.19M
Net Calls Change
+$897K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$5.22M -$2.07M -73,614 -29%
Ameriprise
27
Ameriprise
Minnesota
$5.18M +$2.12M +75,203 +74%
Principal Financial Group
28
Principal Financial Group
Iowa
$5.03M -$103K -3,676 -2%
SEI Investments
29
SEI Investments
Pennsylvania
$4.97M +$15.3K +542 +0.3%
GIP
30
Granite Investment Partners
California
$4.83M -$20.8K -739 -0.4%
HA
31
Heartland Advisors
Wisconsin
$4.55M -$2.51M -89,245 -38%
Invesco
32
Invesco
Georgia
$4.42M -$30.6K -1,088 -0.7%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$3.98M +$987K +35,092 +35%
Man Group
34
Man Group
United Kingdom
$3.89M +$3.73M +132,729 New
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$3.57M +$93.6K +3,325 +3%
PCM
36
Penn Capital Management
Pennsylvania
$3.46M +$467K +16,583 +16%
CIC
37
Crawford Investment Counsel
Georgia
$3.34M +$38.7K +1,375 +1%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.16M -$14.8K -527 -0.5%
PCM
39
Peregrine Capital Management
Minnesota
$2.72M -$452K -16,062 -15%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$2.72M -$4.42M -157,236 -63%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$2.68M +$2.67K +95 +0.1%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.6M -$2.41M -85,552 -49%
N
43
Nuveen
North Carolina
$2.57M +$23.7K +844 +1%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.52M -$27K -958 -1%
GF
45
Gabelli Funds
New York
$2.44M +$1.1M +39,000 +89%
Cerity Partners
46
Cerity Partners
New York
$2.42M +$2.32M +82,474 New
Two Sigma Investments
47
Two Sigma Investments
New York
$2.37M -$3.09M -109,958 -58%
BFG
48
Bleakley Financial Group
New Jersey
$2.27M -$68K -2,416 -3%
SS
49
Simplicity Solutions
Minnesota
$2.27M -$68K -2,416 -3%
First Trust Advisors
50
First Trust Advisors
Illinois
$2.17M +$1.42M +50,596 +215%

MNRO Hedge Fund Activity: Q4 2023 in Review

182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Monro (MNRO) for Q4 2023, worth a combined $1.01B — up 7.3% from $938M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MNRO positions and 22 closed out — a net gain of 6 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.3M. The largest seller was Westwood Holdings Group, cutting an estimated $41.2M.

  • 182 institutional investors held Monro (MNRO) as of Q4 2023, up from 178 in Q3 2023.
  • Funds reported $1.01B of Monro stock for Q4 2023, up 7.3% quarter-over-quarter.
  • 28 funds opened new Monro positions in Q4 2023 and 22 closed out, a net change of +6 holders.
  • The largest Monro buyer in Q4 2023 was Morgan Stanley, an estimated $35.3M added.
  • The largest Monro seller in Q4 2023 was Westwood Holdings Group, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2023.