Morningstar
MORN
385 hedge funds and large institutions have $7.92B invested in Morningstar in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 23 closing their positions.
148% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 23
21% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 113
9% more funds holding
Funds holding: 353 → 385 (+32)
2% more capital invested
Capital invested by funds: $7.77B → $7.92B (+$152M)
6% less call options, than puts
Call options by funds: $5.37M | Put options by funds: $5.71M
3.42% less ownership
Funds ownership: 63.59% → 60.17% (-3.4%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$117M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.8M |
| 3 |
Millennium Management
New York
|
+$35.9M |
| 4 |
BlackRock
New York
|
+$15.9M |
| 5 |
Goldman Sachs
New York
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$557M |
| 2 |
Select Equity Group
New York
|
-$112M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$49.5M |
| 4 |
PIMC
Praesidium Investment Management Company
New York
|
-$10.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
401
Advisornet Financial
Minnetonka,
Minnesota
| – | -$26K | -91 | Closed |
|
|
AS
402
Altshuler Shaham
Tel Aviv,
Israel
| – | -$18.9K | -66 | Closed |
|
403
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11.2K | -39 | Closed |
|
|
LFG
404
Larson Financial Group
St Louis,
Missouri
| – | -$6.58K | -23 | Closed |
|
|
WTG
405
West Tower Group
Richmond,
Virginia
| – | -$5.44K | -19 | Closed |
|
|
GI
406
Gradient Investments
Arden Hills,
Minnesota
| – | -$3.15K | -11 | Closed |
|
|
GWS
407
Glassman Wealth Services
Vienna,
Virginia
| – | -$572 | -2 | Closed |
|
408
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$286 | -1 | Closed |
|
MORN Hedge Fund Activity: Q1 2024 in Review
385 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2024, worth a combined $7.92B — up 2% from $7.77B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MORN positions and 23 closed out — a net gain of 34 holders — while 137 added to existing stakes and 113 trimmed.
The largest buyer was Bank of America, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $557M.
- 385 institutional investors held Morningstar (MORN) as of Q1 2024, up from 353 in Q4 2023.
- Funds reported $7.92B of Morningstar stock for Q1 2024, up 2% quarter-over-quarter.
- 57 funds opened new Morningstar positions in Q1 2024 and 23 closed out, a net change of +34 holders.
- The largest Morningstar buyer in Q1 2024 was Bank of America, an estimated $117M added.
- The largest Morningstar seller in Q1 2024 was Morgan Stanley, an estimated $557M sold.
Based on aggregated 13F filings for Q1 2024.