Morningstar
MORN
174 hedge funds and large institutions have $1.33B invested in Morningstar in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 21 closing their positions.
150% more call options, than puts
Call options by funds: $5K | Put options by funds: $2K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 62
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
2% less funds holding
Funds holding: 177 → 174 (-3)
10% less capital invested
Capital invested by funds: $1.47B → $1.33B (-$140M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$6.12M |
| 2 |
JP Morgan Chase
New York
|
+$6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.88M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$4.66M |
| 5 |
HCM
Highbridge Capital Management
New York
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
American Capital Management
New York
|
-$17.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$12.1M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$10.9M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$10.6M |
| 5 |
RA
Royce & Associates
New York
|
-$4.73M |
MORN Hedge Fund Activity: Q2 2016 in Review
174 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2016, worth a combined $1.33B — down 9.5% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of MORN and 20 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 62 added.
The largest buyer was Bank of New York Mellon, adding an estimated $6.12M. The largest seller was American Capital Management, exiting entirely with an estimated $17.5M sold.
- 174 institutional investors held Morningstar (MORN) as of Q2 2016, down from 177 in Q1 2016.
- Funds reported $1.33B of Morningstar stock for Q2 2016, down 9.5% quarter-over-quarter.
- 20 funds opened new Morningstar positions in Q2 2016 and 21 closed out, a net change of -1 holder.
- The largest Morningstar buyer in Q2 2016 was Bank of New York Mellon, an estimated $6.12M added.
- The largest Morningstar seller in Q2 2016 was American Capital Management, an estimated $17.5M sold.
Based on aggregated 13F filings for Q2 2016.