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178 hedge funds and large institutions have $938M invested in Monro in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

4.62% less ownership

Funds ownership: 111.6%106.98% (-4.6%)

6% less funds holding

Funds holding: 189178 (-11)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

34% less capital invested

Capital invested by funds: $1.42B → $938M (-$487M)

42% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $4.98M

Holders
178
Holders Change
-11
Holders Change %
-5.82%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
67
Reduced
68
Closed
38
Calls
$2.89M
Puts
$4.98M
Net Calls
-$2.09M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$136M -$692K -20,073 -0.4%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$135M +$3.87M +112,237 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M +$2.11M +61,236 +2%
WHG
4
Westwood Holdings Group
Texas
$56.1M +$18.2M +527,483 +35%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39M -$5.11M -148,040 -10%
State Street
6
State Street
Massachusetts
$36.6M +$342K +9,917 +0.8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$35.4M -$34.2M -990,158 -44%
Morgan Stanley
8
Morgan Stanley
New York
$22.7M +$2.01M +58,326 +8%
ACB
9
Aristotle Capital Boston
Massachusetts
$21.2M -$142K -4,127 -0.5%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$20.2M +$303K +8,773 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20M +$792K +22,965 +3%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$19.8M +$10.4M +302,562 +73%
Bank of America
13
Bank of America
North Carolina
$16.1M +$2.74M +79,300 +16%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$15.2M -$769K -22,293 -4%
Charles Schwab
15
Charles Schwab
California
$11.9M +$1.22M +35,495 +9%
Millennium Management
16
Millennium Management
New York
$11.4M +$6.51M +188,607 +85%
Northern Trust
17
Northern Trust
Illinois
$11M -$1.98M -57,486 -13%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11M -$353K -10,243 -3%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$10.7M -$5.77M -167,189 -30%
GI
20
GAMCO Investors
Connecticut
$10.7M +$4.33M +125,435 +48%
PCM
21
Palisade Capital Management
New Jersey
$8.21M +$2.76K +80 +0%
HA
22
Heartland Advisors
Wisconsin
$7.18M -$373K -10,811 -4%
Goldman Sachs
23
Goldman Sachs
New York
$7.14M -$1.65M -47,844 -16%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$6.99M +$3.44M +99,728 +66%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$6.94M +$5.16M +149,509 +149%

MNRO Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Monro (MNRO) for Q3 2023, worth a combined $938M — down 34% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of MNRO and 27 opened new positions — a net loss of 11 holders — while 68 trimmed existing stakes and 67 added.

The largest buyer was Westwood Holdings Group, adding an estimated $18.2M. The largest seller was Copeland Capital Management, cutting an estimated $40.9M.

  • 178 institutional investors held Monro (MNRO) as of Q3 2023, down from 189 in Q2 2023.
  • Funds reported $938M of Monro stock for Q3 2023, down 34% quarter-over-quarter.
  • 27 funds opened new Monro positions in Q3 2023 and 38 closed out, a net change of -11 holders.
  • The largest Monro buyer in Q3 2023 was Westwood Holdings Group, an estimated $18.2M added.
  • The largest Monro seller in Q3 2023 was Copeland Capital Management, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2023.