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Molson Coors Class B

678 hedge funds and large institutions have $10.6B invested in Molson Coors Class B in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

19% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 226

14% more call options, than puts

Call options by funds: $71.9M | Put options by funds: $62.8M

5% more funds holding

Funds holding: 647678 (+31)

4.19% more ownership

Funds ownership: 81.53%85.72% (+4.2%)

0% more capital invested

Capital invested by funds: $10.5B → $10.6B (+$50.9M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
678
Holders Change
+31
Holders Change %
+4.79%
% of All Funds
9.88%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
98
Increased
268
Reduced
226
Closed
58
Calls
$71.9M
Puts
$62.8M
Net Calls
+$9.1M
Net Calls Change
-$68.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
526
Lazard Asset Management
New York
$92K -$75.7K -1,260 -46%
SIC
527
Salem Investment Counselors
North Carolina
$85.4K +$53.8K +895 +179%
MCM
528
Manchester Capital Management
Vermont
$83.6K
FFA
529
Farther Finance Advisors
California
$78.6K +$16K +266 +26%
HWA
530
Heritage Wealth Advisors
Virginia
$73.5K +$72.1K +1,200 New
SOW
531
State of Wyoming
Wyoming
$73.3K +$19.3K +321 +37%
S
532
SignatureFD
Georgia
$73K +$16.7K +277 +30%
SCM
533
Silvant Capital Management
Georgia
$70.4K
SWM
534
Spire Wealth Management
Virginia
$63.9K -$301 -5 -0.5%
WIA
535
Wetzel Investment Advisors
Indiana
$61K +$60.1K +1,000 New
SIM
536
Sentry Investment Management
Wisconsin
$60K -$6.31K -105 -10%
LSA
537
Leonteq Securities AG
Switzerland
$58.1K +$33.8K +563 +146%
CFG
538
CKW Financial Group
Hawaii
$55K
PFBT
539
Parkside Financial Bank & Trust
Missouri
$54.6K -$9.8K -163 -15%
GIBU
540
Gulf International Bank (UK)
United Kingdom
$45K -$34.6K -575 -43%
LC
541
Lindbrook Capital
California
$44.4K +$8.66K +144 +25%
PWM
542
Partnership Wealth Management
Maryland
$43.3K +$42.1K +700 New
HI
543
Harbour Investments
Wisconsin
$43.1K +$5.77K +96 +16%
DWMG
544
DB Wealth Management Group
California
$41.7K
EDRH
545
Edmond de Rothschild Holding
Switzerland
$41K +$40.3K +670 New
QL
546
Quarry LP
New York
$40.2K +$16.2K +269 +69%
BCMLT
547
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.3K
AF
548
Allworth Financial
California
$38.2K +$24K +400 +179%
TC
549
Truvestments Capital
Florida
$37.3K +$120 +2 +0.3%
TCG
550
Transcendent Capital Group
Oklahoma
$36.1K +$35.5K +590 New

TAP Hedge Fund Activity: Q4 2023 in Review

678 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Molson Coors Class B (TAP) for Q4 2023, worth a combined $10.6B — up 0.49% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new TAP positions and 58 closed out — a net gain of 40 holders — while 268 added to existing stakes and 226 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was Citadel Advisors, cutting an estimated $73.5M.

  • 678 institutional investors held Molson Coors Class B (TAP) as of Q4 2023, up from 647 in Q3 2023.
  • Funds reported $10.6B of Molson Coors Class B stock for Q4 2023, up 0.49% quarter-over-quarter.
  • 98 funds opened new Molson Coors Class B positions in Q4 2023 and 58 closed out, a net change of +40 holders.
  • The largest Molson Coors Class B buyer in Q4 2023 was Morgan Stanley, an estimated $180M added.
  • The largest Molson Coors Class B seller in Q4 2023 was Citadel Advisors, an estimated $73.5M sold.

Based on aggregated 13F filings for Q4 2023.