Morningstar
MORN
171 hedge funds and large institutions have $1.22B invested in Morningstar in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 22 closing their positions.
380% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $213K
38.58% more ownership
Funds ownership: 0% → 38.58% (+39%)
13% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 54
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
1% less funds holding
Funds holding: 172 → 171 (-1)
6% less capital invested
Capital invested by funds: $1.31B → $1.22B (-$84.6M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$22.9M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$14.6M |
| 3 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$9.94M |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$9.86M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
-$33.3M |
| 2 |
RA
Royce & Associates
New York
|
-$15.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.11M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$4.1M |
| 5 |
HCM
Highbridge Capital Management
New York
|
-$4.08M |
MORN Hedge Fund Activity: Q4 2016 in Review
171 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2016, worth a combined $1.22B — down 6.5% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MORN positions and 22 closed out — a net gain of 1 holder — while 61 added to existing stakes and 54 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $22.9M. The largest seller was Ashe Capital Management, exiting entirely with an estimated $33.3M sold.
- 171 institutional investors held Morningstar (MORN) as of Q4 2016, down from 172 in Q3 2016.
- Funds reported $1.22B of Morningstar stock for Q4 2016, down 6.5% quarter-over-quarter.
- 23 funds opened new Morningstar positions in Q4 2016 and 22 closed out, a net change of +1 holder.
- The largest Morningstar buyer in Q4 2016 was JP Morgan Chase, an estimated $22.9M added.
- The largest Morningstar seller in Q4 2016 was Ashe Capital Management, an estimated $33.3M sold.
Based on aggregated 13F filings for Q4 2016.