MOD
Modine Manufacturing Company · Industrials · Industrial - Machinery
Señales de momentum (gestores comparables):
amplitud de titulares -7.7% ·
flujo de acciones +30.0% ·
nuevas posiciones netas -8.3%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 136 | +6 | 33.01M | $8.77B | +14 | −7 |
| Q1 2026 | 132 | +7 | 35.14M | $7.55B | +13 | −7 |
| Q4 2025 | 124 | +1 | 40.41M | $5.40B | +2 | — |
| Q3 2025 | 19 | 0 | 24.63M | $3.50B | — | −1 |
| Q2 2025 | 17 | +2 | 21.21M | $2.09B | +2 | — |
| Q1 2025 | 12 | -1 | 8.87M | $681.03M | — | −1 |
| Q4 2024 | 13 | -1 | 5.71M | $661.95M | +1 | −2 |
| Q3 2024 | 13 | 0 | 4.43M | $588.09M | — | — |
| Q2 2024 | 13 | — | 5.22M | $522.70M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 2.47M | +293.6% | $189.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 2.47M | +293.6% | $189.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 2.47M | +293.6% | $189.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 2.47M | +293.6% | $189.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 2.47M | +293.6% | $189.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 2.47M | +293.6% | $189.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 2.47M | +293.6% | $189.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (pasivo) | 1.26M | +1.8% | $96.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 1.20M | +2.8% | $92.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 1.20M | +2.8% | $92.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | GAMCO Investors ✦ | 1.19M | -1.5% | $91.01M | 1.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Capital World Investors ✦ | 995.37K | +68.4% | $76.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 498.73K | +131.7% | $38.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 498.73K | +131.7% | $38.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Millennium Management ✦ | 444.67K | +378.4% | $34.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Norges Bank ✦ (pasivo) | 343.66K | +26.1% | $26.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 235.16K | +1962.2% | $18.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 235.16K | +1962.2% | $18.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 223.53K | +2204.5% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 223.53K | +2204.5% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Marshall Wace ✦ | 223.53K | +2204.5% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 11.93K | +0.3% | $915,244 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 8.45K | -19.4% | $648,154 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 8.45K | -19.4% | $648,154 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 8.45K | -19.4% | $648,154 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 8.45K | -19.4% | $648,154 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 8.45K | -19.4% | $648,154 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $30.19M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 542 tenedores, 54.36M acciones, $10.90B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.