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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
Fidelity Investments
151
Fidelity Investments
Massachusetts
$63K +$32.8K +1,165 +119%
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$51.2K
Osaic Holdings
153
Osaic Holdings
Arizona
$39.6K -$21.8K -774 -36%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$37.3K +$28.8K +1,025 +417%
A
155
AlphaQuest
New York
$36.6K +$35.1K +1,246 New
US Bancorp
156
US Bancorp
Minnesota
$35.3K +$11.7K +415 +53%
KBC Group
157
KBC Group
Belgium
$33K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$32K +$18.3K +652 +145%
Walleye Capital
159
Walleye Capital
New York
$25.1K -$846K -30,052 -97%
AF
160
Allworth Financial
California
$23.1K +$21.6K +768 +3,840%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$14.1K -$281 -10 -2%
VCM
162
Versant Capital Management
Arizona
$13.4K +$12.9K +458 New
LC
163
Lindbrook Capital
California
$12.4K +$4.62K +164 +63%
C
164
Covestor
United Kingdom
$10K +$3.46K +123 +55%
EWA
165
EverSource Wealth Advisors
Alabama
$7.72K +$6.36K +226 +611%
PA
166
Parallel Advisors
California
$7.04K +$5.49K +195 +433%
Bessemer Group
167
Bessemer Group
New Jersey
$7K +$56 +2 +1%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$6.89K +$6.61K +235 New
EBA
169
Eagle Bay Advisors
New York
$5.99K -$5.46K -194 -49%
GI
170
GAMMA Investing
California
$5.19K +$4.59K +163 New
FFA
171
Farther Finance Advisors
California
$4.64K +$4.45K +158 New
QL
172
Quarry LP
New York
$4.22K -$21.7K -771 -84%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$4.2K -$1.44K -51 -26%
GWS
174
Glassman Wealth Services
Virginia
$2.02K +$506 +18 +35%
PS
175
Principal Securities
Iowa
$1.53K +$1.46K +52 New

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.