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189 hedge funds and large institutions have $1.42B invested in Monro in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

2% more funds holding

Funds holding: 185189 (+4)

0.94% more ownership

Funds ownership: 110.66%111.6% (+0.94%)

4% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 70

17% less capital invested

Capital invested by funds: $1.73B → $1.42B (-$300M)

87% less call options, than puts

Call options by funds: $495K | Put options by funds: $3.95M

Holders
189
Holders Change
+4
Holders Change %
+2.16%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
67
Reduced
70
Closed
24
Calls
$495K
Puts
$3.95M
Net Calls
-$3.45M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$200M -$6.01M -133,354 -3%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$192M -$1.45M -32,259 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$146M -$5.03M -111,558 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$92M +$5.46M +121,007 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$63M +$2.56M +56,883 +4%
WHG
6
Westwood Holdings Group
Texas
$60.7M +$12M +265,570 +22%
State Street
7
State Street
Massachusetts
$53.2M -$6.18K -137 -0%
CCM
8
Copeland Capital Management
Pennsylvania
$48.2M +$1.62M +35,967 +3%
ACB
9
Aristotle Capital Boston
Massachusetts
$31.2M +$803K +17,816 +2%
Morgan Stanley
10
Morgan Stanley
New York
$30.9M -$3.16M -70,146 -8%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$29.2M +$1.37M +30,463 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$28.3M +$1.01M +22,346 +3%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$23.1M -$8.01M -177,676 -24%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$22.5M -$6.18M -137,139 -20%
Bank of America
15
Bank of America
North Carolina
$20.4M -$682K -15,124 -3%
Northern Trust
16
Northern Trust
Illinois
$18.5M +$74K +1,642 +0.4%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$16.7M +$3.89M +86,219 +26%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.5M -$370K -8,199 -2%
Charles Schwab
19
Charles Schwab
California
$16M -$50.9K -1,130 -0.3%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.8M +$7.64M +169,398 +77%
Ensign Peak Advisors
21
Ensign Peak Advisors
Utah
$12.7M +$420K +9,307 +3%
Goldman Sachs
22
Goldman Sachs
New York
$12.4M +$8.3M +184,127 +153%
PCM
23
Palisade Capital Management
New Jersey
$12M +$556K +12,341 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$10.9M +$328K +7,269 +3%
Norges Bank
25
Norges Bank
Norway
$10.8M -$551K -12,231 -4%

MNRO Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monro (MNRO) for Q2 2023, worth a combined $1.42B — down 17% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MNRO positions and 24 closed out — a net gain of 4 holders — while 67 added to existing stakes and 70 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $12M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $14.4M sold.

  • 189 institutional investors held Monro (MNRO) as of Q2 2023, up from 185 in Q1 2023.
  • Funds reported $1.42B of Monro stock for Q2 2023, down 17% quarter-over-quarter.
  • 28 funds opened new Monro positions in Q2 2023 and 24 closed out, a net change of +4 holders.
  • The largest Monro buyer in Q2 2023 was Westwood Holdings Group, an estimated $12M added.
  • The largest Monro seller in Q2 2023 was Balyasny Asset Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2023.