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206 hedge funds and large institutions have $1.48B invested in Monro in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

3% more funds holding

Funds holding: 200206 (+6)

1% more ownership

Funds ownership: 107.81%108.81% (+1%)

2% less capital invested

Capital invested by funds: $1.51B → $1.48B (-$25.5M)

5% less call options, than puts

Call options by funds: $732K | Put options by funds: $768K

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
65
Reduced
84
Closed
22
Calls
$732K
Puts
$768K
Net Calls
-$36K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$235M +$4.38M +94,852 +2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$177M +$3.66M +79,251 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$167M -$402K -8,693 -0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M +$860K +18,620 +0.8%
WHG
5
Westwood Holdings Group
Texas
$58.3M +$3.75M +81,263 +7%
State Street
6
State Street
Massachusetts
$57.9M +$2.9M +62,761 +5%
CCM
7
Copeland Capital Management
Pennsylvania
$48.3M +$5.52M +119,584 +13%
Morgan Stanley
8
Morgan Stanley
New York
$39.4M +$27.1M +585,861 +204%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$38.4M -$18.3M -396,175 -32%
ACB
10
Aristotle Capital Boston
Massachusetts
$33.1M -$921K -19,943 -3%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$30.8M -$131K -2,830 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.4M -$242K -5,250 -0.8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$29.4M +$781K +16,918 +3%
Bank of America
14
Bank of America
North Carolina
$21M +$1.14M +24,717 +6%
Northern Trust
15
Northern Trust
Illinois
$20.4M +$64.4K +1,394 +0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$17.8M -$472K -10,219 -3%
Charles Schwab
17
Charles Schwab
California
$17.7M +$365K +7,892 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$15.2M +$6.18M +133,736 +66%
N
19
Nuveen
North Carolina
$14.3M -$1.12M -24,158 -7%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$13.1M -$209K -4,525 -2%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$12.9M -$8.05M -174,302 -38%
Norges Bank
22
Norges Bank
Norway
$12.8M -$939K -20,333 -7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$12.5M +$22.9K +496 +0.2%
PCM
24
Palisade Capital Management
New Jersey
$12.5M -$374K -8,102 -3%
GI
25
GAMCO Investors
Connecticut
$10.9M +$73.2K +1,585 +0.7%

MNRO Hedge Fund Activity: Q4 2022 in Review

206 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Monro (MNRO) for Q4 2022, worth a combined $1.48B — down 1.7% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MNRO positions and 22 closed out — a net gain of 12 holders — while 65 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.1M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $21.7M sold.

  • 206 institutional investors held Monro (MNRO) as of Q4 2022, up from 200 in Q3 2022.
  • Funds reported $1.48B of Monro stock for Q4 2022, down 1.7% quarter-over-quarter.
  • 34 funds opened new Monro positions in Q4 2022 and 22 closed out, a net change of +12 holders.
  • The largest Monro buyer in Q4 2022 was Morgan Stanley, an estimated $27.1M added.
  • The largest Monro seller in Q4 2022 was Wasatch Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.