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Molson Coors Class B

593 hedge funds and large institutions have $8.53B invested in Molson Coors Class B in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 230 increasing their positions, 201 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 55

31% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $39M

14% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 201

7% more capital invested

Capital invested by funds: $7.98B → $8.53B (+$554M)

2% more funds holding

Funds holding: 584593 (+9)

1.03% more ownership

Funds ownership: 83.34%84.37% (+1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
593
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
73
Increased
230
Reduced
201
Closed
55
Calls
$51.1M
Puts
$39M
Net Calls
+$12.1M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
476
Steward Partners Investment Advisory
New York
$33.5K +$15.4K +300 +86%
CA
477
Crewe Advisors
Utah
$32.8K -$21.2K -413 -39%
HI
478
Harbour Investments
Wisconsin
$32.2K +$6.52K +127 +26%
BCMLT
479
Beacon Capital Management LLC (Tennessee)
Tennessee
$31K +$29.2K +570 +1,781%
TFS
480
TrustCore Financial Services
Tennessee
$31K
TC
481
Truvestments Capital
Florida
$30.9K -$89.4K -1,742 -74%
CTC
482
Central Trust Company
Missouri
$29.8K -$5.13K -100 -15%
WT
483
Whittier Trust
California
$28.1K
Twin Tree Management
484
Twin Tree Management
Texas
$27.7K -$90.9K -1,772 -77%
DCM
485
Dupont Capital Management
Delaware
$23.3K -$482K -9,389 -95%
MCC
486
Money Concepts Capital
Florida
$22.6K +$22.5K +438 New
AA
487
Ancora Advisors
Ohio
$19K +$103 +2 +0.6%
DFCM
488
Dark Forest Capital Management
Puerto Rico
$17.8K +$14.6K +284 +458%
JWM
489
Janiczek Wealth Management
Colorado
$17.8K -$3.03K -59 -14%
DIP
490
DT Investment Partners
Pennsylvania
$17.6K
ACA
491
Atlas Capital Advisors
Wyoming
$15.9K -$10.6K -206 -40%
NSIM
492
North Star Investment Management
Illinois
$15.5K +$513 +10 +3%
Loomis, Sayles & Company
493
Loomis, Sayles & Company
Massachusetts
$15K +$12K +234 +360%
ZB
494
Zions Bancorporation
Utah
$15K
CWP
495
Concord Wealth Partners
Virginia
$13.5K +$13.5K +263 New
AWM
496
Accurate Wealth Management
Florida
$12.7K +$12.8K +249 New
LS
497
Livforsakringsbolaget Skandia
Sweden
$12.5K
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$12K +$872 +17 +8%
EI
499
Ellevest Inc
New York
$11.5K +$1.49K +29 +15%
GWS
500
Glassman Wealth Services
Virginia
$11.2K +$51 +1 +0.5%

TAP Hedge Fund Activity: Q4 2022 in Review

593 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Molson Coors Class B (TAP) for Q4 2022, worth a combined $8.53B — up 6.9% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TAP positions and 55 closed out — a net gain of 18 holders — while 230 added to existing stakes and 201 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $28.6M. The largest seller was Artemis Investment Management, exiting entirely with an estimated $48.5M sold.

  • 593 institutional investors held Molson Coors Class B (TAP) as of Q4 2022, up from 584 in Q3 2022.
  • Funds reported $8.53B of Molson Coors Class B stock for Q4 2022, up 6.9% quarter-over-quarter.
  • 73 funds opened new Molson Coors Class B positions in Q4 2022 and 55 closed out, a net change of +18 holders.
  • The largest Molson Coors Class B buyer in Q4 2022 was Clarkston Capital Partners, an estimated $28.6M added.
  • The largest Molson Coors Class B seller in Q4 2022 was Artemis Investment Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2022.