Morningstar
MORN
135 hedge funds and large institutions have $1.59B invested in Morningstar in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
2% more funds holding
Funds holding: 133 → 135 (+2)
1% more capital invested
Capital invested by funds: $1.57B → $1.59B (+$11.4M)
6% less call options, than puts
Call options by funds: $2.81M | Put options by funds: $3M
14% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 51
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$7.65M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$4.1M |
| 3 |
BAMCO Inc
New York
|
+$2.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.67M |
| 5 |
AI
Analytic Investors
Los Angeles,
California
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$18.6M |
| 2 |
BCM
Bares Capital Management
Austin,
Texas
|
-$12.1M |
| 3 |
BAM
Bedlam Asset Management
London,
United Kingdom
|
-$8.77M |
| 4 |
Morgan Stanley
New York
|
-$4.38M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.64M |
MORN Hedge Fund Activity: Q3 2013 in Review
135 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2013, worth a combined $1.59B — up 0.72% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MORN positions and 16 closed out — a net gain of 4 holders — while 44 added to existing stakes and 51 trimmed.
The largest buyer was Atlanta Capital Management, adding an estimated $7.65M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $18.6M sold.
- 135 institutional investors held Morningstar (MORN) as of Q3 2013, up from 133 in Q2 2013.
- Funds reported $1.59B of Morningstar stock for Q3 2013, up 0.72% quarter-over-quarter.
- 20 funds opened new Morningstar positions in Q3 2013 and 16 closed out, a net change of +4 holders.
- The largest Morningstar buyer in Q3 2013 was Atlanta Capital Management, an estimated $7.65M added.
- The largest Morningstar seller in Q3 2013 was Champlain Investment Partners, an estimated $18.6M sold.
Based on aggregated 13F filings for Q3 2013.