Motorcar Parts of America
MPAA
102 hedge funds and large institutions have $294M invested in Motorcar Parts of America in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 12 closing their positions.
192% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 12
42% more capital inflows, than outflows
Capital inflows: $86.6M | Capital outflows: $60.9M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more funds holding
Funds holding: 79 → 102 (+23)
14% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 28
4.9% more ownership
Funds ownership: 68.45% → 73.35% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$12.5M |
| 2 |
Stephens Investment Management Group
Houston,
Texas
|
+$9.36M |
| 3 |
Driehaus Capital Management
Chicago,
Illinois
|
+$8.24M |
| 4 |
SG Capital Management
Chicago,
Illinois
|
+$4.46M |
| 5 |
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
River Road Asset Management
Louisville,
Kentucky
|
-$15.4M |
| 2 |
Archer Capital Management
New York
|
-$6.99M |
| 3 |
Park West Asset Management
San Francisco,
California
|
-$5.98M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.82M |
| 5 |
Nantahala Capital Management
New Canaan,
Connecticut
|
-$5.55M |
MPAA Hedge Fund Activity: Q1 2014 in Review
102 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Motorcar Parts of America (MPAA) for Q1 2014, worth a combined $294M — up 49% from $198M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MPAA positions and 12 closed out — a net gain of 23 holders — while 32 added to existing stakes and 28 trimmed.
The largest buyer was Thompson Siegel & Walmsley, opening a new position worth an estimated $12.5M. The largest seller was River Road Asset Management, exiting entirely with an estimated $15.4M sold.
- 102 institutional investors held Motorcar Parts of America (MPAA) as of Q1 2014, up from 79 in Q4 2013.
- Funds reported $294M of Motorcar Parts of America stock for Q1 2014, up 49% quarter-over-quarter.
- 35 funds opened new Motorcar Parts of America positions in Q1 2014 and 12 closed out, a net change of +23 holders.
- The largest Motorcar Parts of America buyer in Q1 2014 was Thompson Siegel & Walmsley, an estimated $12.5M added.
- The largest Motorcar Parts of America seller in Q1 2014 was River Road Asset Management, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2014.