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Movado Group

157 hedge funds and large institutions have $706M invested in Movado Group in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

1% more funds holding

Funds holding: 155157 (+2)

1.16% more ownership

Funds ownership: 89.75%90.9% (+1.2%)

7% less capital invested

Capital invested by funds: $758M → $706M (-$51.8M)

25% less call options, than puts

Call options by funds: $417K | Put options by funds: $554K

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
64
Reduced
44
Closed
26
Calls
$417K
Puts
$554K
Net Calls
-$137K
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$60.3M +$1.24M +30,735 +2%
Goldman Sachs
2
Goldman Sachs
New York
$49.5M +$2.98M +73,795 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48M +$779K +19,316 +2%
BFA
4
BlackRock Fund Advisors
California
$38.2M -$2.39M -59,269 -6%
RA
5
Royce & Associates
New York
$35.3M +$27.8M +690,115 +440%
CCM
6
Century Capital Management
Massachusetts
$31.4M -$2.01M -49,892 -6%
Luther King Capital Management (LKCM)
7
Luther King Capital Management (LKCM)
Texas
$27.3M +$12.2M +302,935 +86%
BIT
8
BlackRock Institutional Trust
California
$24.9M -$6.07M -150,421 -20%
JP Morgan Chase
9
JP Morgan Chase
New York
$24.4M +$8.71M +215,773 +58%
American Century Companies
10
American Century Companies
Missouri
$23.6M +$4.36M +107,953 +24%
CAM
11
Cacti Asset Management
Georgia
$22.4M
FMA
12
Fiduciary Management Associates
Illinois
$17.9M -$260K -6,455 -1%
State Street
13
State Street
Massachusetts
$14.3M +$221K +5,479 +2%
WSA
14
Wall Street Associates
California
$12.5M +$28.2K +700 +0.2%
BA
15
BlackRock Advisors
Delaware
$11.7M -$218K -5,395 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.7M +$2.32M +57,520 +26%
KCM
17
Kennedy Capital Management
Missouri
$11.3M +$11M +271,778 New
Northern Trust
18
Northern Trust
Illinois
$11.2M -$838K -20,778 -7%
ClearBridge Investments
19
ClearBridge Investments
New York
$8.33M +$2.94M +72,771 +57%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.4M -$91.5K -2,268 -1%
Fisher Asset Management
21
Fisher Asset Management
Washington
$6.98M +$981K +24,300 +17%
RFC
22
Russell Frank Company
Washington
$6.68M -$208K -5,144 -3%
TCIM
23
TIAA CREF Investment Management
New York
$6.33M +$499K +12,376 +9%
LOAMU
24
Lombard Odier Asset Management (USA)
New York
$6.25M -$15.9M -393,300 -72%
TA
25
Teachers Advisors
New York
$6.25M +$1.39M +34,420 +30%

MOV Hedge Fund Activity: Q2 2014 in Review

157 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q2 2014, worth a combined $706M — down 6.8% from $758M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MOV positions and 26 closed out — a net gain of 3 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Royce & Associates, adding an estimated $27.8M. The largest seller was Wells Fargo, cutting an estimated $38.7M.

  • 157 institutional investors held Movado Group (MOV) as of Q2 2014, up from 155 in Q1 2014.
  • Funds reported $706M of Movado Group stock for Q2 2014, down 6.8% quarter-over-quarter.
  • 29 funds opened new Movado Group positions in Q2 2014 and 26 closed out, a net change of +3 holders.
  • The largest Movado Group buyer in Q2 2014 was Royce & Associates, an estimated $27.8M added.
  • The largest Movado Group seller in Q2 2014 was Wells Fargo, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2014.