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Mistras Group

83 hedge funds and large institutions have $308M invested in Mistras Group in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

96% more call options, than puts

Call options by funds: $932K | Put options by funds: $476K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 8183 (+2)

0.2% less ownership

Funds ownership: 56.76%56.55% (-0.2%)

2% less capital invested

Capital invested by funds: $313M → $308M (-$4.86M)

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
45
Reduced
21
Closed
6
Calls
$932K
Puts
$476K
Net Calls
+$456K
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$1.87M +$164K +8,788 +10%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.59M +$5.59K +300 +0.4%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.35M +$135K +7,254 +11%
TCIM
29
TIAA CREF Investment Management
New York
$1.33M +$155K +8,301 +13%
TAM
30
Tocqueville Asset Management
New York
$1.31M +$316K +16,929 +32%
BIM
31
BlackRock Investment Management
Delaware
$1.19M +$312K +16,742 +37%
SCM
32
Sterling Capital Management
North Carolina
$1.15M +$1.13M +60,725 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.03M +$423K +22,698 +72%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.01M -$846K -45,400 -46%
PPA
35
Parametric Portfolio Associates
Washington
$901K -$26.4K -1,415 -3%
Charles Schwab
36
Charles Schwab
California
$898K +$24.5K +1,312 +3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$855K +$399K +21,400 +91%
TA
38
Teachers Advisors
New York
$841K +$21.2K +1,138 +3%
Invesco
39
Invesco
Georgia
$824K +$6.92K +371 +0.9%
NJBEST
40
New Jersey Better Educational Savings Trust
New Jersey
$759K -$186K -10,000 -20%
CIA
41
Capital Impact Advisors
Massachusetts
$738K
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$581K +$15.2K +817 +3%
Citadel Advisors
43
Citadel Advisors
Florida
$579K -$1.19M -63,940 -68%
SLG
44
Stanley-Laman Group
Pennsylvania
$535K -$61.2K -3,284 -10%
DC
45
Davenport & Co
Virginia
$504K +$2.24K +120 +0.5%
SCM
46
Stonebridge Capital Management
California
$473K
IP
47
Isthmus Partners
Wisconsin
$467K +$29.6K +1,588 +7%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$445K +$430K +23,055 +5,778%
Swiss National Bank
49
Swiss National Bank
Switzerland
$425K
Goldman Sachs
50
Goldman Sachs
New York
$404K +$397K +21,281 New

MG Hedge Fund Activity: Q2 2015 in Review

83 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Mistras Group (MG) for Q2 2015, worth a combined $308M — down 1.6% from $313M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MG positions and 6 closed out — a net gain of 2 holders — while 45 added to existing stakes and 21 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $9.49M. The largest seller was Morgan Stanley, cutting an estimated $8.36M.

  • 83 institutional investors held Mistras Group (MG) as of Q2 2015, up from 81 in Q1 2015.
  • Funds reported $308M of Mistras Group stock for Q2 2015, down 1.6% quarter-over-quarter.
  • 8 funds opened new Mistras Group positions in Q2 2015 and 6 closed out, a net change of +2 holders.
  • The largest Mistras Group buyer in Q2 2015 was Wellington Management Group, an estimated $9.49M added.
  • The largest Mistras Group seller in Q2 2015 was Morgan Stanley, an estimated $8.36M sold.

Based on aggregated 13F filings for Q2 2015.