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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
BlackRock
1
BlackRock
New York
$156M +$11.4M +404,781 +8%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$145M +$2.95M +104,716 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$107M -$147K -5,237 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$60.8M +$35.3M +1,254,185 +153%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$39.2M +$1.75M +62,148 +5%
State Street
6
State Street
Massachusetts
$39M +$319K +11,328 +0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37.1M -$3.88M -137,871 -10%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$34.3M +$12.8M +453,980 +64%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$23.8M +$22.9M +812,831 New
ACB
10
Aristotle Capital Boston
Massachusetts
$22.2M -$266K -9,460 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.1M +$964K +34,248 +5%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$22.1M +$5.77M +204,906 +37%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$21.4M +$88.8K +3,156 +0.4%
Bank of America
14
Bank of America
North Carolina
$16.9M -$139K -4,923 -0.8%
WHG
15
Westwood Holdings Group
Texas
$16.3M -$41.2M -1,463,805 -72%
GI
16
GAMCO Investors
Connecticut
$15.2M +$3.76M +133,450 +35%
Charles Schwab
17
Charles Schwab
California
$13.7M +$1.05M +37,364 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.2M +$591K +20,990 +5%
Northern Trust
19
Northern Trust
Illinois
$11.9M +$208K +7,382 +2%
Brown Advisory
20
Brown Advisory
Maryland
$10.2M +$8.24M +292,762 +519%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$8.84M +$1.65M +58,600 +24%
PCM
22
Palisade Capital Management
New Jersey
$7.7M -$933K -33,155 -11%
Goldman Sachs
23
Goldman Sachs
New York
$7.01M -$505K -17,955 -7%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$6.84M +$3.4M +120,786 +108%
Norges Bank
25
Norges Bank
Norway
$5.68M -$638K -22,661 -10%

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.