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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
SWA
626
SOA Wealth Advisors
New York
$4.25K
AssetMark Inc
627
AssetMark Inc
California
$3.79K +$3.07K +51 +464%
VCM
628
Versant Capital Management
Arizona
$3.12K +$301 +5 +11%
HGERS
629
Householder Group Estate & Retirement Specialist
Arizona
$3K
VAG
630
VisionPoint Advisory Group
Texas
$2.88K +$2.83K +47 New
CT
631
Colonial Trust
South Carolina
$2.82K +$2.77K +46 New
TIM
632
Thompson Investment Management
Wisconsin
$2.8K -$75.1K -1,250 -96%
AF
633
Advisornet Financial
Minnesota
$2.63K +$2.58K +43 New
UB
634
UMB Bank
Missouri
$2.51K -$3.49K -58 -59%
RTL
635
Red Tortoise LLC
Georgia
$2.45K
VL
636
Vima LLC
Michigan
$2.45K +$2.4K +40 New
PWMG
637
Private Wealth Management Group
New Jersey
$2.33K +$2.28K +38 New
CIA
638
Cape Investment Advisory
Georgia
$2.3K +$60 +1 +3%
CWP
639
Concord Wealth Partners
Virginia
$2.2K
SIC
640
SJS Investment Consulting
Ohio
$2.02K -$60 -1 -3%
LFG
641
Larson Financial Group
Missouri
$2.02K
CG
642
Cutler Group
California
$2K -$101K -1,674 -98%
FMP
643
Financial Management Professionals
Texas
$2K
PVH
644
Psagot Value Holdings
Israel
$2K +$180 +3 +8%
AIM
645
Anchor Investment Management
South Carolina
$1.84K
DPW
646
DiNuzzo Private Wealth
Pennsylvania
$1.78K +$1.74K +29 New
LTI
647
Laffer Tengler Investments
Tennessee
$1.77K
PB
648
Pinnacle Bancorp
Nebraska
$1.53K +$1.5K +25 New
RA
649
Rise Advisors
New York
$1.52K
FFA
650
Frazier Financial Advisors
Ohio
$1.35K +$1.32K +22 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.