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Movado Group

138 hedge funds and large institutions have $487M invested in Movado Group in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.28% more ownership

Funds ownership: 89.95%93.23% (+3.3%)

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

11% less capital invested

Capital invested by funds: $550M → $487M (-$63M)

12% less funds holding

Funds holding: 156138 (-18)

24% less call options, than puts

Call options by funds: $379K | Put options by funds: $496K

50% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 28

Holders
138
Holders Change
-18
Holders Change %
-11.54%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
48
Reduced
51
Closed
28
Calls
$379K
Puts
$496K
Net Calls
-$117K
Net Calls Change
+$847K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$4.34M +$4.76M +153,045 New
MC
27
Menta Capital
California
$4.25M +$2.33M +74,781 +100%
TCIM
28
TIAA CREF Investment Management
New York
$4.24M -$112K -3,599 -2%
Public Employees Retirement Association of Colorado
29
Public Employees Retirement Association of Colorado
Colorado
$4.07M -$9.33K -300 -0.2%
CCM
30
Copeland Capital Management
Pennsylvania
$3.92M +$4.19M +134,864 +3,873%
ECP
31
Elk Creek Partners
Colorado
$3.65M +$1.1M +35,346 +38%
HK
32
Horizon Kinetics
New York
$3.63M -$95.8K -3,081 -2%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$3.56M +$3.68M +118,217 +1,630%
Principal Financial Group
34
Principal Financial Group
Iowa
$3.12M -$197K -6,339 -5%
JP Morgan Chase
35
JP Morgan Chase
New York
$2.91M -$15.4M -496,311 -83%
Barclays
36
Barclays
United Kingdom
$2.74M +$2.97M +95,616 +4,058%
Comerica Bank
37
Comerica Bank
Texas
$2.67M +$1.4M +44,985 +91%
Citadel Advisors
38
Citadel Advisors
Florida
$2.65M +$1.22M +39,256 +72%
Ameriprise
39
Ameriprise
Minnesota
$2.62M -$161K -5,172 -5%
Morgan Stanley
40
Morgan Stanley
New York
$2.6M -$119K -3,829 -4%
PAM
41
Panagora Asset Management
Massachusetts
$2.59M +$468K +15,041 +20%
GI
42
GAMCO Investors
Connecticut
$2.44M
UBS AM
43
UBS AM
Illinois
$2.27M -$164K -5,272 -6%
GF
44
Gabelli Funds
New York
$2.27M +$684K +22,000 +38%
SFM
45
Systematic Financial Management
New Jersey
$2.23M +$492K +15,825 +25%
Norges Bank
46
Norges Bank
Norway
$2.15M +$2.35M +75,672 New
NFA
47
Nationwide Fund Advisors
Ohio
$1.98M +$1.61M +51,860 +289%
BIM
48
BlackRock Investment Management
Delaware
$1.81M -$30.9K -995 -2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.64M +$1.53M +49,203 +566%
GAM
50
Gotham Asset Management
New York
$1.63M +$679K +21,841 +61%

MOV Hedge Fund Activity: Q4 2014 in Review

138 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q4 2014, worth a combined $487M — down 11% from $550M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MOV and 14 opened new positions — a net loss of 14 holders — while 51 trimmed existing stakes and 48 added.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $17.9M. The largest seller was Luther King Capital Management (LKCM), exiting entirely with an estimated $20.4M sold.

  • 138 institutional investors held Movado Group (MOV) as of Q4 2014, down from 156 in Q3 2014.
  • Funds reported $487M of Movado Group stock for Q4 2014, down 11% quarter-over-quarter.
  • 14 funds opened new Movado Group positions in Q4 2014 and 28 closed out, a net change of -14 holders.
  • The largest Movado Group buyer in Q4 2014 was Epoch Investment Partners, an estimated $17.9M added.
  • The largest Movado Group seller in Q4 2014 was Luther King Capital Management (LKCM), an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2014.