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Mistras Group

94 hedge funds and large institutions have $233M invested in Mistras Group in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

0.55% more ownership

Funds ownership: 58.59%59.15% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $240M → $233M (-$7.19M)

2% less funds holding

Funds holding: 9694 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

77% less call options, than puts

Call options by funds: $32K | Put options by funds: $138K

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
43
Reduced
21
Closed
15
Calls
$32K
Puts
$138K
Net Calls
-$106K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1
Bernzott Capital Advisors
California
$27.4M +$11.7M +783,529 +65%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$27.1M -$13.4M -895,383 -31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21M +$49.7K +3,323 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.6M +$642K +42,898 +3%
BlackRock
5
BlackRock
New York
$16M -$581K -38,878 -3%
BRIM
6
Broad Run Investment Management
Virginia
$13.4M -$122K -8,158 -0.8%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$12.6M +$70.2K +4,692 +0.5%
RCM
8
Rutabaga Capital Management
Massachusetts
$10.1M +$762K +50,950 +8%
CS
9
Credit Suisse
Switzerland
$8.88M +$318K +21,252 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.47M -$142K -9,465 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$6.53M +$1.66M +111,000 +31%
Deutsche Bank
12
Deutsche Bank
Germany
$5.41M +$4.72M +315,738 +414%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$5.31M +$1.62M +108,579 +39%
State Street
14
State Street
Massachusetts
$4.63M +$64.8K +4,330 +1%
RCC
15
Red Cedar Capital
Nebraska
$3.95M +$492K +32,868 +13%
USAA
16
United Services Automobile Association
Texas
$3.74M -$2.27M -152,053 -36%
Northern Trust
17
Northern Trust
Illinois
$3.05M -$68K -4,550 -2%
GLA
18
Great Lakes Advisors
Illinois
$2.96M +$536K +35,811 +20%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.73M +$284K +18,990 +11%
TCIM
20
TIAA CREF Investment Management
New York
$2.3M -$547K -36,576 -18%
SCM
21
Sterling Capital Management
North Carolina
$2.18M +$383K +25,617 +19%
Bank of America
22
Bank of America
North Carolina
$1.87M -$493K -32,959 -20%
ECM
23
Engine Capital Management
New York
$1.86M -$4.2M -280,557 -68%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.46M +$1.39M +93,226 +732%
Charles Schwab
25
Charles Schwab
California
$1.38M +$116K +7,780 +8%

MG Hedge Fund Activity: Q1 2019 in Review

94 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Mistras Group (MG) for Q1 2019, worth a combined $233M — down 3% from $240M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MG and 13 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 43 added.

The largest buyer was Bernzott Capital Advisors, adding an estimated $11.7M. The largest seller was Wellington Management Group, cutting an estimated $13.4M.

  • 94 institutional investors held Mistras Group (MG) as of Q1 2019, down from 96 in Q4 2018.
  • Funds reported $233M of Mistras Group stock for Q1 2019, down 3% quarter-over-quarter.
  • 13 funds opened new Mistras Group positions in Q1 2019 and 15 closed out, a net change of -2 holders.
  • The largest Mistras Group buyer in Q1 2019 was Bernzott Capital Advisors, an estimated $11.7M added.
  • The largest Mistras Group seller in Q1 2019 was Wellington Management Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2019.