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Mistras Group

91 hedge funds and large institutions have $312M invested in Mistras Group in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

51% more capital invested

Capital invested by funds: $207M → $312M (+$105M)

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

12% more funds holding

Funds holding: 8191 (+10)

1.19% more ownership

Funds ownership: 55.44%56.64% (+1.2%)

47% less call options, than puts

Call options by funds: $294K | Put options by funds: $553K

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
33
Reduced
26
Closed
8
Calls
$294K
Puts
$553K
Net Calls
-$259K
Net Calls Change
-$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.6M +$605K +31,329 +1%
RCM
2
Rutabaga Capital Management
Massachusetts
$25.7M -$155K -8,000 -0.6%
AllianceBernstein
3
AllianceBernstein
Tennessee
$22M +$1.63M +84,325 +8%
BCA
4
Bernzott Capital Advisors
California
$21.9M -$91.2K -4,718 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.7M +$425K +22,000 +2%
BRIM
6
Broad Run Investment Management
Virginia
$17.8M +$154K +7,977 +0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.1M +$235K +12,157 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14.9M +$844K +43,647 +6%
RFS
9
Rockefeller Financial Services
New York
$10.4M +$1.9M +98,151 +22%
BFA
10
BlackRock Fund Advisors
California
$8.56M +$416K +21,534 +5%
FAM
11
Fenimore Asset Management
New York
$8.46M
Northern Trust
12
Northern Trust
Illinois
$6.56M -$264K -13,640 -4%
USAA
13
United Services Automobile Association
Texas
$6.28M
SCM
14
Sterling Capital Management
North Carolina
$6.12M +$146K +7,550 +2%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$5.94M +$3.43M +177,326 +133%
State Street
16
State Street
Massachusetts
$5.52M +$465K +24,036 +9%
BIT
17
BlackRock Institutional Trust
California
$4.98M +$969K +50,131 +24%
UIC
18
Uniplan Investment Counsel
Wisconsin
$4.48M +$4.52M +234,099 New
CS
19
Credit Suisse
Switzerland
$3.74M -$14.1K -728 -0.4%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$3.55M +$3.6M +186,094 New
GC
21
GMT Capital
Georgia
$3.14M -$18.1M -937,034 -85%
OAM
22
Oxford Asset Management
United Kingdom
$2.49M +$2.5M +129,531 New
Deutsche Bank
23
Deutsche Bank
Germany
$2.17M +$2.06M +106,578 +1,527%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$2.12M +$1.84M +95,099 +596%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.01M +$13.1K +680 +0.7%

MG Hedge Fund Activity: Q4 2015 in Review

91 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Mistras Group (MG) for Q4 2015, worth a combined $312M — up 51% from $207M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MG positions and 8 closed out — a net gain of 10 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $4.52M. The largest seller was GMT Capital, cutting an estimated $18.1M.

  • 91 institutional investors held Mistras Group (MG) as of Q4 2015, up from 81 in Q3 2015.
  • Funds reported $312M of Mistras Group stock for Q4 2015, up 51% quarter-over-quarter.
  • 18 funds opened new Mistras Group positions in Q4 2015 and 8 closed out, a net change of +10 holders.
  • The largest Mistras Group buyer in Q4 2015 was Uniplan Investment Counsel, an estimated $4.52M added.
  • The largest Mistras Group seller in Q4 2015 was GMT Capital, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2015.