MGA
Magna International Inc. · Consumer Cyclical · Auto - Parts
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -10.5% ·
Aktienfluss +3.4% ·
neue Nettopositionen -11.8%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 116 | -1 | 116.22M | $7.68B | +6 | −8 |
| Q1 2026 | 120 | -2 | 119.18M | $6.64B | +7 | −10 |
| Q4 2025 | 123 | +1 | 125.09M | $6.67B | +3 | −1 |
| Q3 2025 | 19 | 0 | 35.83M | $1.70B | +2 | −3 |
| Q2 2025 | 17 | -2 | 36.04M | $1.39B | +2 | −4 |
| Q1 2025 | 16 | +5 | 22.12M | $751.69M | +5 | — |
| Q4 2024 | 11 | -1 | 20.31M | $848.24M | +2 | −3 |
| Q3 2024 | 12 | -1 | 20.65M | $847.02M | +1 | −2 |
| Q2 2024 | 13 | — | 22.11M | $926.73M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passiv) | 11.73M | — | $453.51M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Harris Associates (Oakmark) ✦ | 7.30M | +2.5% | $281.96M | 0.5% | ▲ Add | 5 | SEC ↗ ×2 |
| 3 | Arrowstreet Capital ✦ | 4.10M | +116.6% | $158.49M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 4 | Norges Bank ✦ (passiv) | 3.82M | +9.2% | $147.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 3.45M | -33.8% | $133.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passiv) | 2.02M | +20.2% | $77.33M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 1.03M | +31.2% | $39.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 572.88K | Neu | $22.12M | 0.0% | New | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 510.71K | — | $19.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | BlackRock ✦ (passiv) | 492.53K | — | $19.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 291.04K | +50.2% | $11.23M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 12 | D. E. Shaw & Co. ✦ | 259.84K | -23.3% | $10.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Point72 Asset Management ✦ | 224.43K | -41.0% | $8.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 100.14K | +4.9% | $3.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (passiv) | 57.56K | Neu | $2.22M | 0.0% | New | 1 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 38.75K | -22.6% | $1.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 29.83K | -56.8% | $1.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Renaissance Technologies | $22.12M | 0.0% |
| State Street Global Advisors | $2.22M | 0.0% |
Ausgestiegen
| Adage Capital Partners | $18.86M | war 0.0% |
| ARK Investment Management | $5.48M | war 0.1% |
| Citadel Advisors | $2.37M | war 0.0% |
| AQR Capital Management | $310,159 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 439 Inhaber, 181.28M Anteile, $10.52B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.