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Mistras Group

86 hedge funds and large institutions have $167M invested in Mistras Group in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $111M → $167M (+$56.2M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.16% more ownership

Funds ownership: 49.04%50.2% (+1.2%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 8786 (-1)

14% less call options, than puts

Call options by funds: $511K | Put options by funds: $591K

32% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 37

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
25
Reduced
37
Closed
12
Calls
$511K
Puts
$591K
Net Calls
-$80K
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
Tocqueville Asset Management
New York
$1.99M +$565K +63,850 +58%
Truist Financial
27
Truist Financial
North Carolina
$1.75M -$9.73K -1,100 -0.7%
PPA
28
Parametric Portfolio Associates
Washington
$1.61M +$96.9K +10,963 +8%
Charles Schwab
29
Charles Schwab
California
$1.38M -$2.5K -283 -0.2%
Victory Capital Management
30
Victory Capital Management
Texas
$1.31M +$2.09K +236 +0.2%
N
31
Nuveen
North Carolina
$1.07M -$187K -21,188 -18%
CIC
32
Cornercap Investment Counsel
Georgia
$938K +$727K +82,181 New
Bank of America
33
Bank of America
North Carolina
$865K -$12.4K -1,405 -2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$864K -$4.44K -502 -0.7%
JCP
35
JB Capital Partners
New York
$856K +$663K +75,000 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$835K -$491K -55,555 -43%
Invesco
37
Invesco
Georgia
$676K -$133K -15,081 -20%
Renaissance Technologies
38
Renaissance Technologies
New York
$641K +$175K +19,800 +54%
JP Morgan Chase
39
JP Morgan Chase
New York
$604K +$396K +44,837 +559%
Squarepoint
40
Squarepoint
New York
$570K +$442K +49,985 New
WCM
41
Wedge Capital Management
North Carolina
$559K -$417K -47,190 -49%
Goldman Sachs
42
Goldman Sachs
New York
$543K +$9.8K +1,109 +2%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$467K
VFA
44
Values First Advisors
Tennessee
$425K +$10.4K +1,173 +3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$418K -$198K -22,400 -38%
SO
46
STRS Ohio
Ohio
$340K
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$336K -$10.3K -1,166 -4%
Millennium Management
48
Millennium Management
New York
$322K -$53.2K -6,017 -18%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$312K -$4.24K -479 -2%
First Manhattan
50
First Manhattan
New York
$308K

MG Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mistras Group (MG) for Q1 2021, worth a combined $167M — up 51% from $111M a quarter earlier.

Fund positioning in MG was balanced in Q1 2021: 12 funds opened new positions, 12 closed out, 25 added to existing stakes and 37 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.45M. The largest seller was Morgan Stanley, cutting an estimated $2.01M.

  • 86 institutional investors held Mistras Group (MG) as of Q1 2021, down from 87 in Q4 2020.
  • Funds reported $167M of Mistras Group stock for Q1 2021, up 51% quarter-over-quarter.
  • 12 funds opened new Mistras Group positions in Q1 2021 and 12 closed out, a net change of 0 holders.
  • The largest Mistras Group buyer in Q1 2021 was Fidelity Investments, an estimated $2.45M added.
  • The largest Mistras Group seller in Q1 2021 was Morgan Stanley, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2021.