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185 hedge funds and large institutions have $1.73B invested in Monro in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.48B → $1.73B (+$242M)

1.85% more ownership

Funds ownership: 108.81%110.66% (+1.9%)

5% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 73

10% less funds holding

Funds holding: 206185 (-21)

32% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $2.05M

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
185
Holders Change
-21
Holders Change %
-10.19%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
69
Reduced
73
Closed
32
Calls
$1.38M
Puts
$2.05M
Net Calls
-$663K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$250M -$7.18M -144,402 -3%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$235M +$42M +845,602 +22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$183M +$520K +10,467 +0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$106M -$11.2M -225,709 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$73.9M +$3.81M +76,612 +5%
State Street
6
State Street
Massachusetts
$64.7M +$1.38M +27,752 +2%
WHG
7
Westwood Holdings Group
Texas
$60.7M -$3.06M -61,493 -5%
CCM
8
Copeland Capital Management
Pennsylvania
$56.9M +$4.1M +82,572 +8%
Morgan Stanley
9
Morgan Stanley
New York
$41M -$2.11M -42,417 -5%
ACB
10
Aristotle Capital Boston
Massachusetts
$37.1M +$948K +19,076 +3%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$36.9M -$5.06M -101,900 -12%
Aberdeen Group
12
Aberdeen Group
United Kingdom
$34.2M +$436K +8,767 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$34M +$1.86M +37,386 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$33.4M +$119K +2,403 +0.4%
Bank of America
15
Bank of America
North Carolina
$25.5M +$2.51M +50,606 +11%
Northern Trust
16
Northern Trust
Illinois
$22.4M +$58.7K +1,181 +0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.4M +$988K +19,887 +5%
Charles Schwab
18
Charles Schwab
California
$19.5M +$207K +4,171 +1%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$16.1M +$4.93M +99,268 +44%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$15M +$655K +13,187 +5%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$14.4M +$14.4M +290,500 New
PCM
22
Palisade Capital Management
New Jersey
$14M +$331K +6,655 +2%
N
23
Nuveen
North Carolina
$13.9M -$1.68M -33,750 -11%
Norges Bank
24
Norges Bank
Norway
$13.7M -$278K -5,585 -2%
IECM
25
Intrinsic Edge Capital Management
Illinois
$13M +$13M +262,500 New

MNRO Hedge Fund Activity: Q1 2023 in Review

185 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Monro (MNRO) for Q1 2023, worth a combined $1.73B — up 16% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MNRO and 14 opened new positions — a net loss of 18 holders — while 73 trimmed existing stakes and 69 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $42M. The largest seller was Wellington Management Group, cutting an estimated $11.2M.

  • 185 institutional investors held Monro (MNRO) as of Q1 2023, down from 206 in Q4 2022.
  • Funds reported $1.73B of Monro stock for Q1 2023, up 16% quarter-over-quarter.
  • 14 funds opened new Monro positions in Q1 2023 and 32 closed out, a net change of -18 holders.
  • The largest Monro buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $42M added.
  • The largest Monro seller in Q1 2023 was Wellington Management Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2023.