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Manitowoc

246 hedge funds and large institutions have $2.28B invested in Manitowoc in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

178% more call options, than puts

Call options by funds: $133M | Put options by funds: $47.9M

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

19% more capital invested

Capital invested by funds: $1.92B → $2.28B (+$360M)

11% more funds holding

Funds holding: 222246 (+24)

2.43% more ownership

Funds ownership: 81.28%83.7% (+2.4%)

8% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 77

Holders
246
Holders Change
+24
Holders Change %
+10.81%
% of All Funds
7.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
56
Increased
71
Reduced
77
Closed
30
Calls
$133M
Puts
$47.9M
Net Calls
+$85M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$386M -$61M -3,327,166 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$179M +$8.43M +459,445 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$131M +$1.96M +106,864 +2%
RI
4
Relational Investors
California
$103M +$89.7M +4,889,430 New
Franklin Resources
5
Franklin Resources
California
$103M -$4.27M -232,910 -5%
SB
6
Suntrust Banks
Georgia
$78.7M +$22.6M +1,233,385 +50%
BIT
7
BlackRock Institutional Trust
California
$74.1M +$1.1M +59,855 +2%
NRECA
8
National Rural Electric Cooperative Association
Virginia
$50.9M
Morgan Stanley
9
Morgan Stanley
New York
$50.3M +$12.1M +659,341 +38%
State Street
10
State Street
Massachusetts
$47.3M -$6.66M -362,999 -14%
EAM
11
Eagle Asset Management
Florida
$47.1M -$4.16M -226,855 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$44.2M +$3.19M +173,971 +9%
KAM
13
Keeley Asset Management
Illinois
$39.8M +$3.04M +165,594 +10%
Deutsche Bank
14
Deutsche Bank
Germany
$38.8M -$1.12M -61,227 -3%
Renaissance Technologies
15
Renaissance Technologies
New York
$34.6M +$30M +1,638,166 New
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$31.5M -$1.12M -60,933 -4%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$27.3M +$2.66M +145,013 +13%
Norges Bank
18
Norges Bank
Norway
$25.9M
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$25.3M +$2.53M +137,885 +13%
Citadel Advisors
20
Citadel Advisors
Florida
$24.6M +$19.8M +1,082,336 +1,284%
BFA
21
BlackRock Fund Advisors
California
$24.2M +$1.46M +79,517 +7%
ZDA
22
Zweig-DiMenna Associates
New York
$22.2M +$19.2M +1,048,762 New
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$20.2M -$2.37M -129,284 -12%
Harris Associates
24
Harris Associates
Illinois
$19.3M +$2.66M +145,309 +19%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$19.1M -$16.8M -914,733 -50%

MTW Hedge Fund Activity: Q4 2013 in Review

246 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Manitowoc (MTW) for Q4 2013, worth a combined $2.28B — up 19% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MTW positions and 30 closed out — a net gain of 26 holders — while 71 added to existing stakes and 77 trimmed.

The largest buyer was Relational Investors, opening a new position worth an estimated $89.7M. The largest seller was Fidelity Investments, cutting an estimated $61M.

  • 246 institutional investors held Manitowoc (MTW) as of Q4 2013, up from 222 in Q3 2013.
  • Funds reported $2.28B of Manitowoc stock for Q4 2013, up 19% quarter-over-quarter.
  • 56 funds opened new Manitowoc positions in Q4 2013 and 30 closed out, a net change of +26 holders.
  • The largest Manitowoc buyer in Q4 2013 was Relational Investors, an estimated $89.7M added.
  • The largest Manitowoc seller in Q4 2013 was Fidelity Investments, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2013.