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Mistras Group

95 hedge funds and large institutions have $409M invested in Mistras Group in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more capital invested

Capital invested by funds: $382M → $409M (+$26.9M)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

1.96% less ownership

Funds ownership: 56.56%54.59% (-2%)

11% less funds holding

Funds holding: 10795 (-12)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

63% less call options, than puts

Call options by funds: $90K | Put options by funds: $244K

Holders
95
Holders Change
-12
Holders Change %
-11.21%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
39
Reduced
37
Closed
19
Calls
$90K
Puts
$244K
Net Calls
-$154K
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.35M -$96.5K -4,232 -4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.23M +$196K +8,586 +11%
SCM
28
Sterling Capital Management
North Carolina
$2.13M +$1.21M +52,931 +176%
Prudential Financial
29
Prudential Financial
New Jersey
$2.09M -$659K -28,900 -26%
OAM
30
Oxford Asset Management
United Kingdom
$2.02M -$494K -21,662 -22%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$1.91M +$278K +12,176 +20%
SFM
32
Systematic Financial Management
New Jersey
$1.78M +$1.59M +69,505 New
BIM
33
BlackRock Investment Management
Delaware
$1.71M -$7.89K -346 -0.5%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.54M +$698K +30,597 +104%
Charles Schwab
35
Charles Schwab
California
$1.5M +$63.2K +2,772 +5%
PTC
36
Philadelphia Trust Company
Pennsylvania
$1.42M +$819K +35,900 +184%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.35M +$386K +16,927 +47%
SCA
38
Secor Capital Advisors
New York
$1.34M -$512K -22,433 -30%
Millennium Management
39
Millennium Management
New York
$1.31M -$1.92M -84,370 -62%
Invesco
40
Invesco
Georgia
$1.27M -$804K -35,240 -42%
TA
41
Teachers Advisors
New York
$1.07M +$17.9K +785 +2%
CIA
42
Capital Impact Advisors
Massachusetts
$999K
BCM
43
Bridgeway Capital Management
Texas
$991K -$2.05M -90,100 -70%
GAM
44
Gotham Asset Management
New York
$972K -$1.04M -45,806 -55%
AG
45
Algert Global
California
$967K +$42K +1,842 +5%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$908K -$20.5K -900 -2%
Wells Fargo
47
Wells Fargo
California
$846K +$126K +5,545 +20%
MERSOM
48
Municipal Employees' Retirement System of Michigan
Michigan
$815K +$724K +31,750 New
Comerica Bank
49
Comerica Bank
Texas
$794K +$766K +33,599 New
PPA
50
Parametric Portfolio Associates
Washington
$770K -$283K -12,409 -29%

MG Hedge Fund Activity: Q4 2016 in Review

95 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Mistras Group (MG) for Q4 2016, worth a combined $409M — up 7% from $382M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MG and 8 opened new positions — a net loss of 11 holders — while 37 trimmed existing stakes and 39 added.

The largest buyer was Wedge Capital Management, adding an estimated $7.27M. The largest seller was AllianceBernstein, cutting an estimated $10.6M.

  • 95 institutional investors held Mistras Group (MG) as of Q4 2016, down from 107 in Q3 2016.
  • Funds reported $409M of Mistras Group stock for Q4 2016, up 7% quarter-over-quarter.
  • 8 funds opened new Mistras Group positions in Q4 2016 and 19 closed out, a net change of -11 holders.
  • The largest Mistras Group buyer in Q4 2016 was Wedge Capital Management, an estimated $7.27M added.
  • The largest Mistras Group seller in Q4 2016 was AllianceBernstein, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2016.