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Mistras Group

78 hedge funds and large institutions have $359M invested in Mistras Group in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% more ownership

Funds ownership: 60.09%62.03% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

4% less capital invested

Capital invested by funds: $376M → $359M (-$16.9M)

10% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $1.5M

6% less funds holding

Funds holding: 8378 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
28
Closed
13
Calls
$1.35M
Puts
$1.5M
Net Calls
-$144K
Net Calls Change
-$686K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$57M +$404K +19,984 +0.7%
BRIM
2
Broad Run Investment Management
Virginia
$32.3M -$47.3K -2,336 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.9M -$514K -25,398 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.9M +$1.16M +57,126 +5%
BlackRock
5
BlackRock
New York
$23M +$1.52M +75,141 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.6M -$360K -17,786 -2%
WCM
7
Wedge Capital Management
North Carolina
$17.9M +$1.68M +83,012 +11%
RFS
8
Rockefeller Financial Services
New York
$16.5M +$30.8K +1,523 +0.2%
BCA
9
Bernzott Capital Advisors
California
$16.5M +$3.4M +167,845 +26%
RCM
10
Rutabaga Capital Management
Massachusetts
$15.7M +$636K +31,453 +4%
CS
11
Credit Suisse
Switzerland
$14.1M +$2.94M +145,443 +27%
AI
12
Advent International
Massachusetts
$8.88M +$1.68M +83,236 +24%
ECM
13
Engine Capital Management
New York
$7.81M +$1.42M +70,218 +23%
FAM
14
Fenimore Asset Management
New York
$7.1M
USAA
15
United Services Automobile Association
Texas
$6.77M +$319K +15,770 +5%
State Street
16
State Street
Massachusetts
$6.58M -$296K -14,651 -4%
PTC
17
Philadelphia Trust Company
Pennsylvania
$5.3M +$585K +28,930 +13%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$5.22M -$591K -29,191 -10%
Renaissance Technologies
19
Renaissance Technologies
New York
$4.88M -$1.12M -55,500 -19%
Northern Trust
20
Northern Trust
Illinois
$4.3M -$22.9K -1,130 -0.5%
UIC
21
Uniplan Investment Counsel
Wisconsin
$4.04M -$1.55M -76,639 -28%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.88M +$37.9K +1,872 +1%
FHC
23
Forest Hill Capital
Arkansas
$2.15M
SCM
24
Sterling Capital Management
North Carolina
$2.13M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.03M -$46.8K -2,312 -2%

MG Hedge Fund Activity: Q3 2017 in Review

78 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mistras Group (MG) for Q3 2017, worth a combined $359M — down 4.5% from $376M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MG and 8 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 28 added.

The largest buyer was Bernzott Capital Advisors, adding an estimated $3.4M. The largest seller was Uniplan Investment Counsel, cutting an estimated $1.55M.

  • 78 institutional investors held Mistras Group (MG) as of Q3 2017, down from 83 in Q2 2017.
  • Funds reported $359M of Mistras Group stock for Q3 2017, down 4.5% quarter-over-quarter.
  • 8 funds opened new Mistras Group positions in Q3 2017 and 13 closed out, a net change of -5 holders.
  • The largest Mistras Group buyer in Q3 2017 was Bernzott Capital Advisors, an estimated $3.4M added.
  • The largest Mistras Group seller in Q3 2017 was Uniplan Investment Counsel, an estimated $1.55M sold.

Based on aggregated 13F filings for Q3 2017.