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Mistras Group

89 hedge funds and large institutions have $149M invested in Mistras Group in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

5% more funds holding

Funds holding: 8589 (+4)

2% more capital invested

Capital invested by funds: $146M → $149M (+$3.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.43% less ownership

Funds ownership: 50.38%49.95% (-0.43%)

85% less call options, than puts

Call options by funds: $259K | Put options by funds: $1.71M

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
36
Reduced
27
Closed
5
Calls
$259K
Puts
$1.71M
Net Calls
-$1.45M
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.31M +$2.71K +275 +0.2%
Truist Financial
27
Truist Financial
North Carolina
$1.25M -$318K -32,271 -21%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.19M +$895K +90,724 +346%
CIC
29
Cornercap Investment Counsel
Georgia
$961K +$15.6K +1,582 +2%
MFP
30
Michael F. Price
$936K +$909K +92,143 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$837K +$54.9K +5,561 +7%
N
32
Nuveen
North Carolina
$770K -$31.9K -3,236 -4%
JCP
33
JB Capital Partners
New York
$762K
Invesco
34
Invesco
Georgia
$728K +$54.2K +5,487 +8%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$633K -$691K -70,060 -53%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$603K +$108K +10,932 +23%
Bank of America
37
Bank of America
North Carolina
$592K -$15.8K -1,598 -3%
Wells Fargo
38
Wells Fargo
California
$592K +$573K +58,033 +23,121%
Charles Schwab
39
Charles Schwab
California
$521K -$736K -74,533 -59%
SO
40
STRS Ohio
Ohio
$437K +$101K +10,200 +31%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$415K
VFA
42
Values First Advisors
Tennessee
$383K +$11.9K +1,205 +3%
Squarepoint
43
Squarepoint
New York
$359K -$214K -21,726 -38%
Goldman Sachs
44
Goldman Sachs
New York
$341K +$10.2K +1,034 +3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$317K +$91.8K +9,300 +42%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$289K +$8.61K +872 +3%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$270K
Millennium Management
48
Millennium Management
New York
$258K -$127K -12,831 -34%
Citadel Advisors
49
Citadel Advisors
Florida
$252K +$62.8K +6,361 +34%
PAM
50
Panagora Asset Management
Massachusetts
$249K +$67.2K +6,809 +38%

MG Hedge Fund Activity: Q3 2021 in Review

89 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mistras Group (MG) for Q3 2021, worth a combined $149M — up 2.5% from $146M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MG positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Michael F. Price, opening a new position worth an estimated $909K. The largest seller was Victory Capital Management, exiting entirely with an estimated $1.13M sold.

  • 89 institutional investors held Mistras Group (MG) as of Q3 2021, up from 85 in Q2 2021.
  • Funds reported $149M of Mistras Group stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 9 funds opened new Mistras Group positions in Q3 2021 and 5 closed out, a net change of +4 holders.
  • The largest Mistras Group buyer in Q3 2021 was Michael F. Price, an estimated $909K added.
  • The largest Mistras Group seller in Q3 2021 was Victory Capital Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2021.