Morningstar
MORN
153 hedge funds and large institutions have $1.42B invested in Morningstar in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 10 closing their positions.
367% more call options, than puts
Call options by funds: $2.81M | Put options by funds: $603K
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $1.3B → $1.42B (+$117M)
4% more funds holding
Funds holding: 147 → 153 (+6)
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
0.55% more ownership
Funds ownership: 38.68% → 39.23% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$26.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$3.09M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.01M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$23.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$5.62M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$3.92M |
| 4 |
BlackRock
New York
|
-$3.66M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$2.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
151
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
QI
152
QS Investors
New York
| $1K | – | – | – |
|
|
TCM
153
Twin Capital Management
Mcmurray,
Pennsylvania
| – | -$1.12M | -14,240 | Closed |
|
|
RQS
154
Ramsey Quantitative Systems
Louisville,
Kentucky
| – | -$309K | -5,974 | Closed |
|
|
PG
155
PEAK6 Group
Chicago,
Illinois
| – | -$312K | -3,830 | Closed |
|
156
Verition Fund Management
Greenwich,
Connecticut
| – | -$278K | -3,551 | Closed |
|
|
AIG
157
American International Group
New York
| – | -$36K | -456 | Closed |
|
|
QT
158
Quantbot Technologies
New York
| – | -$31K | -404 | Closed |
|
|
PFPT
159
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$20K | -253 | Closed |
|
160
Creative Planning
Overland Park,
Kansas
| – | -$17K | -221 | Closed |
|
|
WA
161
Winfield Associates
Cleveland,
Ohio
| – | -$5.38K | -66 | -93% |
|
|
BFEC
162
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -35 | Closed |
|
|
IUHSA
163
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$2K | -30 | Closed |
|
MORN Hedge Fund Activity: Q3 2017 in Review
153 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2017, worth a combined $1.42B — up 9% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MORN positions and 10 closed out — a net gain of 6 holders — while 52 added to existing stakes and 50 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $26.2M. The largest seller was JP Morgan Chase, cutting an estimated $23.8M.
- 153 institutional investors held Morningstar (MORN) as of Q3 2017, up from 147 in Q2 2017.
- Funds reported $1.42B of Morningstar stock for Q3 2017, up 9% quarter-over-quarter.
- 16 funds opened new Morningstar positions in Q3 2017 and 10 closed out, a net change of +6 holders.
- The largest Morningstar buyer in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $26.2M added.
- The largest Morningstar seller in Q3 2017 was JP Morgan Chase, an estimated $23.8M sold.
Based on aggregated 13F filings for Q3 2017.