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Movado Group

152 hedge funds and large institutions have $376M invested in Movado Group in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

2.89% more ownership

Funds ownership: 89.64%92.54% (+2.9%)

2% more funds holding

Funds holding: 149152 (+3)

10% less capital invested

Capital invested by funds: $420M → $376M (-$43.3M)

64% less call options, than puts

Call options by funds: $644K | Put options by funds: $1.81M

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
54
Reduced
40
Closed
16
Calls
$644K
Puts
$1.81M
Net Calls
-$1.17M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48M +$48.6M +1,918,358 +44,212%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.9M +$1.71M +67,655 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.3M -$63.8K -2,517 -0.2%
RA
4
Royce & Associates
New York
$28.1M -$3.51M -138,468 -11%
JP Morgan Chase
5
JP Morgan Chase
New York
$27.4M +$7.5M +295,892 +37%
State Street
6
State Street
Massachusetts
$10.8M +$1.43M +56,242 +15%
Norges Bank
7
Norges Bank
Norway
$10.8M +$8.12M +320,605 +287%
PIM
8
Perkins Investment Management
Illinois
$9.44M -$4.65M -183,490 -33%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$9.04M -$268K -10,561 -3%
Ameriprise
10
Ameriprise
Minnesota
$8.64M -$103K -4,074 -1%
Deutsche Bank
11
Deutsche Bank
Germany
$7.72M -$26.2K -1,034 -0.3%
Northern Trust
12
Northern Trust
Illinois
$7.59M +$963 +38 +0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.84M +$313K +12,356 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.76M -$50.2K -1,982 -0.7%
Prudential Financial
15
Prudential Financial
New Jersey
$6.62M +$2.36M +93,290 +54%
LSV Asset Management
16
LSV Asset Management
Illinois
$5.79M +$81.1K +3,200 +1%
AQR Capital Management
17
AQR Capital Management
Connecticut
$5.43M -$292K -11,543 -5%
AI
18
Ariel Investments
Illinois
$5M +$694K +27,400 +16%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$4.16M -$59.7K -2,357 -1%
Morgan Stanley
20
Morgan Stanley
New York
$3.99M -$433K -17,070 -10%
AIS
21
AlphaOne Investment Services
Pennsylvania
$3.97M +$367K +14,489 +10%
MCM
22
Matarin Capital Management
New York
$3.76M +$985K +38,883 +35%
FP
23
Foundry Partners
Minnesota
$3.18M -$410K -16,183 -11%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.93M +$104K +4,091 +4%
Charles Schwab
25
Charles Schwab
California
$2.81M -$937K -36,975 -25%

MOV Hedge Fund Activity: Q1 2017 in Review

152 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q1 2017, worth a combined $376M — down 10% from $420M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MOV positions and 16 closed out — a net gain of 8 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $48.6M. The largest seller was Wells Fargo, cutting an estimated $6.24M.

  • 152 institutional investors held Movado Group (MOV) as of Q1 2017, up from 149 in Q4 2016.
  • Funds reported $376M of Movado Group stock for Q1 2017, down 10% quarter-over-quarter.
  • 24 funds opened new Movado Group positions in Q1 2017 and 16 closed out, a net change of +8 holders.
  • The largest Movado Group buyer in Q1 2017 was BlackRock, an estimated $48.6M added.
  • The largest Movado Group seller in Q1 2017 was Wells Fargo, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2017.