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Molson Coors Class B

504 hedge funds and large institutions have $11.4B invested in Molson Coors Class B in 2015 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 157 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $836M | Put options by funds: $481M

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

23% more capital invested

Capital invested by funds: $9.31B → $11.4B (+$2.1B)

2.15% more ownership

Funds ownership: 82.46%84.61% (+2.1%)

2% less funds holding

Funds holding: 513504 (-9)

11% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 75

23% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 205

Holders
504
Holders Change
-9
Holders Change %
-1.75%
% of All Funds
14.07%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.45%
New
67
Increased
157
Reduced
205
Closed
75
Calls
$836M
Puts
$481M
Net Calls
+$355M
Net Calls Change
+$67.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B +$15.2M +210,487 +2%
State Street
2
State Street
Massachusetts
$518M +$5.58M +77,099 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$447M +$124M +1,717,932 +47%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$423M -$55.6M -768,433 -13%
BIT
5
BlackRock Institutional Trust
California
$323M -$21.7M -299,356 -7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$310M +$80.5M +1,111,794 +42%
MCM
7
Mason Capital Management
New York
$295M +$30.4M +419,837 +13%
Lazard Asset Management
8
Lazard Asset Management
New York
$281M -$74.1M -1,024,117 -23%
Citadel Advisors
9
Citadel Advisors
Florida
$252M +$43.7M +604,138 +25%
Fidelity International
10
Fidelity International
Bermuda
$246M +$49.3M +681,453 +30%
FAM
11
Fred Alger Management
New York
$194M +$71M +981,464 +73%
CM
12
Corvex Management
New York
$189M -$13.7M -189,518 -8%
BFA
13
BlackRock Fund Advisors
California
$179M +$3.46M +47,768 +2%
TP
14
Third Point
New York
$178M +$83.2M +1,150,000 +115%
Goldman Sachs
15
Goldman Sachs
New York
$168M -$33.2M -459,183 -18%
LPC
16
Lone Pine Capital
Connecticut
$161M +$141M +1,944,601 New
First Eagle Investment Management
17
First Eagle Investment Management
New York
$156M +$136M +1,883,519 New
YCMGA
18
York Capital Management Global Advisors
New York
$145M -$106M -1,469,691 -46%
PCM
19
Pennant Capital Management
New Jersey
$142M +$124M +1,712,650 New
SCP
20
Soroban Capital Partners
New York
$142M
Franklin Resources
21
Franklin Resources
California
$135M +$118M +1,624,495 New
Bank of America
22
Bank of America
North Carolina
$132M +$39.4M +543,948 +52%
Northern Trust
23
Northern Trust
Illinois
$130M -$3.17M -43,761 -3%
ESG
24
Emerging Sovereign Group
New York
$129M +$113M +1,557,037 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$129M -$687K -9,487 -0.6%

TAP Hedge Fund Activity: Q3 2015 in Review

504 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Molson Coors Class B (TAP) for Q3 2015, worth a combined $11.4B — up 23% from $9.31B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of TAP and 67 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 157 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $141M. The largest seller was Morgan Stanley, cutting an estimated $111M.

  • 504 institutional investors held Molson Coors Class B (TAP) as of Q3 2015, down from 513 in Q2 2015.
  • Funds reported $11.4B of Molson Coors Class B stock for Q3 2015, up 23% quarter-over-quarter.
  • 67 funds opened new Molson Coors Class B positions in Q3 2015 and 75 closed out, a net change of -8 holders.
  • The largest Molson Coors Class B buyer in Q3 2015 was Lone Pine Capital, an estimated $141M added.
  • The largest Molson Coors Class B seller in Q3 2015 was Morgan Stanley, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2015.