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Manitowoc

241 hedge funds and large institutions have $3.56B invested in Manitowoc in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $156M | Put options by funds: $76.3M

10% more capital invested

Capital invested by funds: $3.23B → $3.56B (+$336M)

5.32% more ownership

Funds ownership: 83.87%89.19% (+5.3%)

3% less funds holding

Funds holding: 248241 (-7)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
241
Holders Change
-7
Holders Change %
-2.82%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
35
Increased
70
Reduced
98
Closed
41
Calls
$156M
Puts
$76.3M
Net Calls
+$79.4M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$666M +$19.4M +728,578 +3%
RI
2
Relational Investors
California
$378M +$146M +5,488,855 +76%
Vanguard Group
3
Vanguard Group
Pennsylvania
$274M +$5.19M +195,191 +2%
YCMGA
4
York Capital Management Global Advisors
New York
$214M +$94.4M +3,553,586 +98%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$143M -$43.2M -1,624,864 -25%
Franklin Resources
6
Franklin Resources
California
$109M -$5.24M -197,253 -5%
BIT
7
BlackRock Institutional Trust
California
$107M -$565K -21,268 -0.6%
VFA
8
Virtus Fund Advisers
Connecticut
$86.1M +$76.9M +2,891,972 New
State Street
9
State Street
Massachusetts
$75.6M +$10.2M +384,399 +18%
Norges Bank
10
Norges Bank
Norway
$73.1M +$32.6M +1,227,445 +100%
NRECA
11
National Rural Electric Cooperative Association
Virginia
$71.8M
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$60.9M -$834K -31,397 -2%
Invesco
13
Invesco
Georgia
$60.7M +$6.66M +250,511 +14%
EAM
14
Eagle Asset Management
Florida
$59.4M -$2.8M -105,544 -5%
Deutsche Bank
15
Deutsche Bank
Germany
$46.2M +$5.65M +212,772 +16%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$44M -$11.3M -425,232 -22%
RIM
17
Rainier Investment Management
Washington
$43.7M -$7.56M -284,380 -16%
Morgan Stanley
18
Morgan Stanley
New York
$43.1M -$1.13M -42,467 -3%
KAM
19
Keeley Asset Management
Illinois
$41.6M +$2.05M +77,216 +6%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$35.8M -$5.85M -219,964 -15%
Ameriprise
21
Ameriprise
Minnesota
$33.7M -$7.33M -275,889 -20%
Citadel Advisors
22
Citadel Advisors
Florida
$32.6M +$15.2M +570,798 +109%
BFA
23
BlackRock Fund Advisors
California
$32.2M -$1M -37,748 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$32.2M -$746K -28,067 -3%
Luther King Capital Management (LKCM)
25
Luther King Capital Management (LKCM)
Texas
$32.2M -$292K -10,996 -1%

MTW Hedge Fund Activity: Q2 2014 in Review

241 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Manitowoc (MTW) for Q2 2014, worth a combined $3.56B — up 10% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of MTW and 35 opened new positions — a net loss of 6 holders — while 98 trimmed existing stakes and 70 added.

The largest buyer was Relational Investors, adding an estimated $146M. The largest seller was Suntrust Banks, cutting an estimated $57.3M.

  • 241 institutional investors held Manitowoc (MTW) as of Q2 2014, down from 248 in Q1 2014.
  • Funds reported $3.56B of Manitowoc stock for Q2 2014, up 10% quarter-over-quarter.
  • 35 funds opened new Manitowoc positions in Q2 2014 and 41 closed out, a net change of -6 holders.
  • The largest Manitowoc buyer in Q2 2014 was Relational Investors, an estimated $146M added.
  • The largest Manitowoc seller in Q2 2014 was Suntrust Banks, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2014.