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Movado Group

149 hedge funds and large institutions have $420M invested in Movado Group in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $303M → $420M (+$117M)

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more call options, than puts

Call options by funds: $544K | Put options by funds: $429K

4% more funds holding

Funds holding: 143149 (+6)

2.4% more ownership

Funds ownership: 87.24%89.64% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 47

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
48
Reduced
47
Closed
19
Calls
$544K
Puts
$429K
Net Calls
+$115K
Net Calls Change
+$908K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$42.8M +$250K +9,683 +0.7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$40.8M -$267K -10,349 -0.7%
BFA
3
BlackRock Fund Advisors
California
$36.7M +$4.23M +164,294 +15%
RA
4
Royce & Associates
New York
$36.4M +$2.38M +92,264 +8%
JP Morgan Chase
5
JP Morgan Chase
New York
$23M +$4.16M +161,447 +25%
PIM
6
Perkins Investment Management
Illinois
$16.1M +$1.04M +40,420 +8%
BIT
7
BlackRock Institutional Trust
California
$11.6M +$156K +6,037 +2%
State Street
8
State Street
Massachusetts
$10.9M +$622K +24,137 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$10.7M -$11M -425,300 -53%
Ameriprise
10
Ameriprise
Minnesota
$10.1M -$679K -26,354 -7%
Deutsche Bank
11
Deutsche Bank
Germany
$8.93M +$196K +7,608 +3%
Northern Trust
12
Northern Trust
Illinois
$8.75M +$89.1K +3,457 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.85M +$373K +14,491 +6%
Wells Fargo
14
Wells Fargo
California
$7.64M +$462K +17,912 +7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.52M +$666K +25,858 +11%
AQR Capital Management
16
AQR Capital Management
Connecticut
$6.59M -$318K -12,330 -5%
LSV Asset Management
17
LSV Asset Management
Illinois
$6.58M +$41.2K +1,600 +0.7%
Morgan Stanley
18
Morgan Stanley
New York
$5.09M +$155K +6,002 +4%
AI
19
Ariel Investments
Illinois
$4.97M +$183K +7,100 +4%
Prudential Financial
20
Prudential Financial
New Jersey
$4.95M +$490K +19,000 +12%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$4.86M +$4.35M +168,922 New
CIM
22
Contrarius Investment Management
Jersey
$4.8M -$219K -8,509 -5%
Charles Schwab
23
Charles Schwab
California
$4.3M +$79.4K +3,080 +2%
AIS
24
AlphaOne Investment Services
Pennsylvania
$4.16M +$441K +17,100 +13%
FP
25
Foundry Partners
Minnesota
$4.13M -$409K -15,850 -10%

MOV Hedge Fund Activity: Q4 2016 in Review

149 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q4 2016, worth a combined $420M — up 39% from $303M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MOV positions and 19 closed out — a net gain of 7 holders — while 48 added to existing stakes and 47 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $4.35M. The largest seller was Fidelity Investments, cutting an estimated $11M.

  • 149 institutional investors held Movado Group (MOV) as of Q4 2016, up from 143 in Q3 2016.
  • Funds reported $420M of Movado Group stock for Q4 2016, up 39% quarter-over-quarter.
  • 26 funds opened new Movado Group positions in Q4 2016 and 19 closed out, a net change of +7 holders.
  • The largest Movado Group buyer in Q4 2016 was Acadian Asset Management, an estimated $4.35M added.
  • The largest Movado Group seller in Q4 2016 was Fidelity Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2016.