MODINE MFG CO MOD
COM · Common Stock · CUSIP 607828100 · ISIN US6078281002
- SectorConsumer discretionary
- IndustryMotor Vehicle Parts & Accessories
- HeadquartersRacine, WI
- Founded1916
- Websitemodine.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.3k this quarter). Holder counts are more reliable. Shares outstanding: 52.6m as of 2025-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $76.77. Options: 20 managers hold calls ($84.7m notional), 17 hold puts ($32.9m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 169 |
| Q4 2022 | 189 |
| Q1 2023 | 195 |
| Q2 2023 | 201 |
| Q3 2023 | 263 |
| Q4 2023 | 298 |
| Q1 2024 | 368 |
| Q2 2024 | 359 |
| Q3 2024 | 400 |
| Q4 2024 | 412 |
| Q1 2025 | 388 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 94 | 96 |
| Q3 2023 | 151 | 100 |
| Q4 2023 | 147 | 138 |
| Q1 2024 | 184 | 174 |
| Q2 2024 | 168 | 213 |
| Q3 2024 | 213 | 178 |
| Q4 2024 | 202 | 183 |
| Q1 2025 | 212 | 208 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $59.8m | $35.0m | 0.59 |
| Q3 2024 | $54.8m | $23.8m | 0.43 |
| Q4 2024 | $73.6m | $43.2m | 0.59 |
| Q1 2025 | $84.7m | $32.9m | 0.39 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.8m |
| Bank of New York Mellon Corp | Added | +673.0k |
| Situational Awareness LP | Added | +650.5k |
| REINHART PARTNERS, LLC. | Added | +571.0k |
| FMR LLC | Added | +479.9k |
| Thrivent Financial for Lutherans | Added | +478.4k |
| Capital World Investors | Added | +404.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +351.7k |
| Artisan Partners Limited Partnership | Added | +342.2k |
| WASATCH ADVISORS LP | Added | +340.0k |
Biggest sellers
| Invesco Ltd. | Reduced | -1.2m |
| T. Rowe Price Investment Management, Inc. | Sold out | -1.2m |
| Driehaus Capital Management LLC | Reduced | -1.2m |
| BlackRock, Inc. | Reduced | -659.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -379.8k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -336.2k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -267.4k |
| Point72 Asset Management, L.P. | Sold out | -260.4k |
| FRANKLIN RESOURCES INC | Reduced | -225.9k |
| LORD, ABBETT & CO. LLC | Reduced | -217.3k |
Biggest calls
| CastleKnight Management LP | New | $20.7m270.0k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $14.6m190.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.5m137.3k shares |
| GOLDMAN SACHS GROUP INC | New | $8.1m105.5k shares |
| CITADEL ADVISORS LLC | Added | $7.4m96.3k shares |
| CITIGROUP INC | New | $4.7m61.5k shares |
| WOLVERINE TRADING, LLC | Added | $3.9m49.4k shares |
| Hudson Bay Capital Management LP | New | $3.8m50.0k shares |
| JANE STREET GROUP, LLC | Reduced | $2.1m27.5k shares |
| SIMPLEX TRADING, LLC | Added | $1.9m24.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.3m108.2k shares |
| CITADEL ADVISORS LLC | Reduced | $5.0m65.7k shares |
| WELLS FARGO & COMPANY/MN | New | $3.8m49.8k shares |
| WOLVERINE TRADING, LLC | Added | $2.3m29.3k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $2.3m30.0k shares |
| Walleye Capital LLC | Added | $2.1m27.5k shares |
| JANE STREET GROUP, LLC | Added | $1.9m25.2k shares |
| Walleye Trading LLC | Added | $1.9m24.4k shares |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | Reduced | $1.5m20.0k shares |
| IMC-Chicago, LLC | Added | $1.5m19.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: BlackRock, Inc. (4.9%, 2026-07-29), WELLINGTON MANAGEMENT GROUP LLP (1.9%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 1 | $12.8k | 3 | $1.6m | — |
| Q3 2023 | 0 | — | 2 | $2.5m | — |
| Q4 2023 | 0 | — | 2 | $4.5m | $4.1m |
| Q1 2024 | 0 | — | 4 | $11.0m | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $3.8m | — |
| Q4 2024 | 0 | — | 1 | $5.6m | — |
| Q1 2025 | 1 | $201.0k | 2 | $7.6m | $4.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-03 | WULFSOHN WILLIAM A Director | Bought | $201.0k2.5k shares |
| 2025-02-10 | Lucareli Michael B EVP, CFO | Sold plan | $1.8m17.5k shares |
| 2025-02-10 | Lucareli Michael B EVP, CFO | Sold plan | $250.0k2.5k shares |
| 2025-02-07 | Patterson Christopher William Director | Sold | $2.8m28.5k shares |
| 2025-02-06 | Lucareli Michael B EVP, CFO | Sold plan | $2.8m27.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 5.2m $398.1m | Added +128.6k |
| FMR LLC 0.02% of their portfolio | 4.4m $334.6m | Added +479.9k |
| BlackRock, Inc. 0.01% of their portfolio | 4.3m $331.4m | Reduced -659.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 2.5m $189.5m | Added +1.8m |
| WASATCH ADVISORS LP 0.76% of their portfolio | 1.8m $135.7m | Added +340.0k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 7.02% of their portfolio | 1.6m $126.4m | Reduced -800 |
| MORGAN STANLEY 0.01% of their portfolio | 1.4m $105.2m | Added +69.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $96.4m | Added +21.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $92.2m | Added +32.7k |
| GAMCO INVESTORS, INC. ET AL 1.00% of their portfolio | 1.2m $91.0m | Reduced -18.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.2m $89.0m | Reduced -336.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.0m $79.1m | Added +205.5k |
| Capital World Investors 0.01% of their portfolio | 995.4k $76.4m | Added +404.2k |
| Capital International Investors 0.01% of their portfolio | 924.6k $71.0m | Reduced -17.6k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 921.0k $70.7m | Reduced -39.7k |
| Artisan Partners Limited Partnership 0.11% of their portfolio | 917.5k $70.4m | Added +342.2k |
| REINHART PARTNERS, LLC. 2.45% of their portfolio | 875.8k $67.2m | Added +571.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 848.1k $65.1m | Added +673.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.25% of their portfolio | 842.4k $64.7m | Added +180.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 827.9k $63.5m | Reduced -45.2k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 814.8k $62.5m | Reduced -32.9k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 797.9k $61.2m | Added +57.6k |
| Invesco Ltd. 0.01% of their portfolio | 776.0k $59.6m | Reduced -1.2m |
| Situational Awareness LP 10.08% of their portfolio | 716.8k $55.0m | Added +650.5k |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 689.2k $52.9m | Added +261.5k |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 642.6k $49.3m | Added +478.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 568.3k $43.6m | Reduced -15.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 549.7k $42.2m | Reduced -19.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 537.4k $41.2m | Reduced -82.5k |
| BROWN ADVISORY INC 0.06% of their portfolio | 502.5k $38.6m | Reduced -57.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 498.7k $38.3m | Added +283.5k |
| Portolan Capital Management, LLC 2.88% of their portfolio | 493.6k $37.9m | Added +164.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 456.3k $35.0m | Added +190.0k |
| UBS Group AG 0.01% of their portfolio | 445.1k $34.2m | Added +146.3k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 444.7k $34.1m | Added +351.7k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.36% of their portfolio | 429.7k $33.0m | Reduced -379.8k |
| GABELLI FUNDS LLC 0.24% of their portfolio | 411.3k $31.6m | Added +14.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 360.0k $27.6m | Added +218.3k |
| NORGES BANK 0.00% of their portfolio | 343.7k $26.4m | Added +71.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 338.5k $26.0m | Added +16.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.18% of their portfolio | 328.3k $25.2m | Added +80.8k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 312.9k $24.0m | Added +149.6k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 310.9k $23.9m | Reduced -89.2k |
| J. Goldman & Co LP 0.74% of their portfolio | 273.6k $21.0m | Reduced -99.1k |
| ROYCE & ASSOCIATES LP 0.22% of their portfolio | 262.7k $20.2m | Added +84.8k |
| EMERALD ADVISERS, LLC 0.90% of their portfolio | 261.3k $20.1m | Reduced -545 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 260.1k $20.0m | Added +186.8k |
| Nuveen, LLC 0.01% of their portfolio | 245.6k $18.9m | First filing |
| Driehaus Capital Management LLC 0.18% of their portfolio | 244.2k $18.7m | Reduced -1.2m |
| Fiera Capital Corp 0.07% of their portfolio | 243.1k $18.7m | Added +85.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 242.1k $18.6m | Reduced -5.8k |
| CastleKnight Management LP 1.96% of their portfolio | 239.2k $18.4m | New |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 2.61% of their portfolio | 235.3k $18.1m | New |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 235.2k $18.0m | Added +223.8k |
| Granahan Investment Management, LLC 0.89% of their portfolio | 232.1k $17.8m | Added +127.0k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 224.6k $17.2m | Reduced -217.3k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 223.5k $17.2m | Added +213.8k |
| Champlain Investment Partners, LLC 0.12% of their portfolio | 216.0k $16.6m | New |
| SEGALL BRYANT & HAMILL, LLC 0.25% of their portfolio | 210.5k $16.2m | Added +23.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 191.3k $14.7m | Reduced -56.1k |
| CITIGROUP INC 0.01% of their portfolio | 190.9k $14.7m | Added +86.6k |
| FRED ALGER MANAGEMENT, LLC 0.08% of their portfolio | 188.7k $14.5m | Reduced -117.0k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.06% of their portfolio | 186.5k $14.3m | Reduced -80.8k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 185.9k $14.3m | Reduced -4.0k |
| Hood River Capital Management LLC 0.23% of their portfolio | 174.9k $13.4m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.93% of their portfolio | 170.1k $13.1m | Reduced -4.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 159.3k $12.2m | Reduced -10.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 154.3k $11.8m | Reduced -135.4k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.56% of their portfolio | 149.1k $11.4m | Added +15.4k |
| GW&K Investment Management, LLC 0.10% of their portfolio | 147.7k $11.3m | Added +3.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 145.3k $11.2m | Reduced -95.8k |
| HARBOR CAPITAL ADVISORS, INC. 0.50% of their portfolio | 142.1k $10.9m | Added +84.8k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 137.5k $10.6m | Added +116.1k |
| AXIOM INVESTORS LLC /DE 0.05% of their portfolio | 122.6k $9.4m | Reduced -62.0k |
| Trexquant Investment LP 0.10% of their portfolio | 115.0k $8.8m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 114.3k $8.8m | Added +13.4k |
| Squarepoint Ops LLC 0.02% of their portfolio | 107.2k $8.2m | Added +97.4k |
| Walleye Capital LLC 0.09% of their portfolio | 103.5k $7.9m | Reduced -30.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 102.5k $7.9m | New |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 102.0k $8.2m | Reduced -54.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 101.8k $7.8m | Added +11.2k |
| RBF Capital, LLC 0.48% of their portfolio | 100.0k $7.7m | Unchanged |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 0.80% of their portfolio | 97.0k $7.4m | Reduced -82.5k |
| Swiss National Bank 0.01% of their portfolio | 96.7k $7.4m | Reduced -1.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 94.2k $7.2m | Reduced -30.5k |
| Castellan Group 1.96% of their portfolio | 91.2k $7.0m | Added +39.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 89.1k $6.8m | Reduced -225.9k |
| Interval Partners, LP 0.23% of their portfolio | 83.8k $6.4m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 81.4k $6.2m | Added +1.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 78.2k $6.0m | Reduced -117.0k |
| Front Street Capital Management, Inc. 1.14% of their portfolio | 77.9k $6.0m | Added +410 |
| Divisadero Street Capital Management, LP 0.68% of their portfolio | 77.0k $5.9m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 76.7k $5.9m | Added +38.4k |
| BARCLAYS PLC 0.00% of their portfolio | 76.5k $5.9m | Reduced -24.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 65.5k $5.0m | Added +14.7k |
| D.A. DAVIDSON & CO. 0.04% of their portfolio | 65.0k $5.0m | Added +2.5k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 64.0k $4.9m | Added +34.2k |
| California Public Employees Retirement System 0.00% of their portfolio | 63.5k $4.9m | Reduced -22.2k |
| Grandeur Peak Global Advisors, LLC 0.51% of their portfolio | 60.3k $4.6m | Added +17.5k |
| Impax Asset Management Group plc 0.03% of their portfolio | 60.0k $4.6m | New |