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Manitowoc

198 hedge funds and large institutions have $1.93B invested in Manitowoc in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $44.9M

10.33% more ownership

Funds ownership: 93.98%104.31% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less funds holding

Funds holding: 218198 (-20)

14% less capital invested

Capital invested by funds: $2.26B → $1.93B (-$325M)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

Holders
198
Holders Change
-20
Holders Change %
-9.17%
% of All Funds
5.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
26
Increased
59
Reduced
71
Closed
45
Calls
$75.6M
Puts
$44.9M
Net Calls
+$30.7M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$159M
PCM
2
Pennant Capital Management
New Jersey
$150M +$23.6M +1,528,035 +16%
GCM
3
Glenview Capital Management
New York
$144M
Vanguard Group
4
Vanguard Group
Pennsylvania
$125M -$1.37M -88,420 -1%
LCG
5
Luxor Capital Group
New York
$123M +$76.5M +4,956,265 +121%
KCM
6
Kensico Capital Management
Connecticut
$122M +$119M +7,704,537 +618%
ACM
7
Abrams Capital Management
Massachusetts
$75.2M +$85.4M +5,531,611 New
Morgan Stanley
8
Morgan Stanley
New York
$73.6M +$1.47M +95,233 +2%
Harris Associates
9
Harris Associates
Illinois
$69.7M +$63.1M +4,082,599 +389%
TCIM
10
TIAA CREF Investment Management
New York
$57.4M +$20.4M +1,321,550 +45%
FC
11
Finepoint Capital
Massachusetts
$54.8M +$171K +11,041 +0.3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$54.5M +$10.2M +660,919 +20%
BIT
13
BlackRock Institutional Trust
California
$49.6M +$580K +37,539 +1%
Wells Fargo
14
Wells Fargo
California
$46.7M +$7.64M +494,783 +17%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$43.3M -$91.1M -5,900,203 -65%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$40.3M +$18.4M +1,192,017 +67%
AC
17
Axon Capital
New York
$39.4M +$44.8M +2,902,000 New
WCMNY
18
Westchester Capital Management (New York)
New York
$38.6M -$21.8M -1,412,048 -33%
Goldman Sachs
19
Goldman Sachs
New York
$38.4M +$39.3M +2,542,092 +892%
SCM
20
Shapiro Capital Management
Georgia
$36.3M +$14M +909,719 +52%
NRECA
21
National Rural Electric Cooperative Association
Virginia
$32.8M
State Street
22
State Street
Massachusetts
$24.4M -$2.09M -135,297 -7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$17M +$8.38M +542,471 +76%
BFA
24
BlackRock Fund Advisors
California
$16.9M -$35.6K -2,303 -0.2%
Norges Bank
25
Norges Bank
Norway
$15.8M -$2.32M -150,361 -11%

MTW Hedge Fund Activity: Q3 2015 in Review

198 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Manitowoc (MTW) for Q3 2015, worth a combined $1.93B — down 14% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of MTW and 26 opened new positions — a net loss of 19 holders — while 71 trimmed existing stakes and 59 added.

The largest buyer was Kensico Capital Management, adding an estimated $119M. The largest seller was Fidelity Investments, cutting an estimated $91.1M.

  • 198 institutional investors held Manitowoc (MTW) as of Q3 2015, down from 218 in Q2 2015.
  • Funds reported $1.93B of Manitowoc stock for Q3 2015, down 14% quarter-over-quarter.
  • 26 funds opened new Manitowoc positions in Q3 2015 and 45 closed out, a net change of -19 holders.
  • The largest Manitowoc buyer in Q3 2015 was Kensico Capital Management, an estimated $119M added.
  • The largest Manitowoc seller in Q3 2015 was Fidelity Investments, an estimated $91.1M sold.

Based on aggregated 13F filings for Q3 2015.