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Molson Coors Class B

517 hedge funds and large institutions have $9.9B invested in Molson Coors Class B in 2014 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 194 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $500M | Put options by funds: $256M

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

5% more funds holding

Funds holding: 494517 (+23)

1% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 194

1% less capital invested

Capital invested by funds: $10B → $9.9B (-$130M)

1.71% less ownership

Funds ownership: 84.49%82.78% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
517
Holders Change
+23
Holders Change %
+4.66%
% of All Funds
15%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.29%
New
70
Increased
195
Reduced
194
Closed
42
Calls
$500M
Puts
$256M
Net Calls
+$244M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$888M +$40.4M +553,840 +5%
State Street
2
State Street
Massachusetts
$509M +$20.1M +275,132 +4%
Lazard Asset Management
3
Lazard Asset Management
New York
$479M -$127M -1,740,159 -21%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$403M -$42.5M -582,908 -10%
BIT
5
BlackRock Institutional Trust
California
$306M +$5.74M +78,707 +2%
MCM
6
Mason Capital Management
New York
$289M +$170M +2,335,501 +152%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$286M +$13.9M +190,793 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$232M -$2.42M -33,204 -1%
Invesco
9
Invesco
Georgia
$202M -$25.9M -355,219 -12%
Fidelity International
10
Fidelity International
Bermuda
$190M -$69.7M -954,865 -27%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$188M +$83.2M +1,139,871 +82%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$176M -$18.5M -253,815 -10%
Citadel Advisors
13
Citadel Advisors
Florida
$150M +$37.1M +508,885 +34%
BFA
14
BlackRock Fund Advisors
California
$140M +$3.91M +53,582 +3%
JHC
15
JFB Holdings Corp
Georgia
$134M +$2.52M +34,517 +2%
Northern Trust
16
Northern Trust
Illinois
$131M -$1.15M -15,772 -0.9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$128M +$113K +1,551 +0.1%
SCM
18
Shapiro Capital Management
Georgia
$126M -$55M -754,138 -31%
AAMU
19
Amundi Asset Management US
Massachusetts
$114M +$13.8M +189,105 +14%
RRAM
20
River Road Asset Management
Kentucky
$110M -$6.16M -84,378 -5%
SFM
21
Systematic Financial Management
New Jersey
$105M +$23.1M +316,002 +29%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$104M -$7.93M -108,603 -7%
BG
23
BlackRock Group
United Kingdom
$91.9M +$3.46M +47,417 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$90.8M +$133K +1,820 +0.1%
Norges Bank
25
Norges Bank
Norway
$86.5M -$84.8M -1,162,514 -50%

TAP Hedge Fund Activity: Q3 2014 in Review

517 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Molson Coors Class B (TAP) for Q3 2014, worth a combined $9.9B — down 1.3% from $10B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TAP positions and 42 closed out — a net gain of 28 holders — while 195 added to existing stakes and 194 trimmed.

The largest buyer was Mason Capital Management, adding an estimated $170M. The largest seller was Allianz Asset Management, cutting an estimated $379M.

  • 517 institutional investors held Molson Coors Class B (TAP) as of Q3 2014, up from 494 in Q2 2014.
  • Funds reported $9.9B of Molson Coors Class B stock for Q3 2014, down 1.3% quarter-over-quarter.
  • 70 funds opened new Molson Coors Class B positions in Q3 2014 and 42 closed out, a net change of +28 holders.
  • The largest Molson Coors Class B buyer in Q3 2014 was Mason Capital Management, an estimated $170M added.
  • The largest Molson Coors Class B seller in Q3 2014 was Allianz Asset Management, an estimated $379M sold.

Based on aggregated 13F filings for Q3 2014.