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Mine Safety

235 hedge funds and large institutions have $2.55B invested in Mine Safety in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

8% more funds holding

Funds holding: 218235 (+17)

0.31% more ownership

Funds ownership: 73.21%73.52% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $2.97B → $2.55B (-$418M)

15% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 85

39% less call options, than puts

Call options by funds: $745K | Put options by funds: $1.22M

Holders
235
Holders Change
+17
Holders Change %
+7.8%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
72
Reduced
85
Closed
18
Calls
$745K
Puts
$1.22M
Net Calls
-$471K
Net Calls Change
-$332K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$379M +$6.69M +65,504 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$341M +$16.3M +159,989 +5%
State Street
3
State Street
Massachusetts
$215M -$852K -8,343 -0.4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$118M +$13.9M +136,582 +12%
JP Morgan Chase
5
JP Morgan Chase
New York
$109M +$54.5M +533,643 +86%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$85.8M -$3.96M -38,780 -4%
Principal Financial Group
7
Principal Financial Group
Iowa
$77.8M -$13M -127,477 -13%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$75.3M -$907K -8,885 -1%
CIP
9
Champlain Investment Partners
Vermont
$68.3M +$4.28M +41,930 +6%
Invesco
10
Invesco
Georgia
$51.7M +$27M +264,753 +93%
Northern Trust
11
Northern Trust
Illinois
$51.6M -$5.46M -53,503 -9%
CCM
12
Channing Capital Management
Illinois
$48.1M -$17.5M -171,692 -25%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$47.2M -$51.4M -503,413 -50%
UBS AM
14
UBS AM
Illinois
$39.3M +$1.54M +15,094 +4%
Norges Bank
15
Norges Bank
Norway
$38.4M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$37.2M +$3.24M +31,709 +9%
American Century Companies
17
American Century Companies
Missouri
$36.7M -$8.7M -85,238 -18%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$34M -$1.96M -19,153 -5%
Handelsbanken Fonder
19
Handelsbanken Fonder
Sweden
$33.1M +$8.94M +87,541 +33%
Ameriprise
20
Ameriprise
Minnesota
$31.6M +$1.21M +11,834 +4%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$29.5M -$849K -8,315 -3%
AQR Capital Management
22
AQR Capital Management
Connecticut
$24.4M +$14.7M +143,902 +125%
Charles Schwab
23
Charles Schwab
California
$22.8M -$487K -4,768 -2%
EAM
24
Eagle Asset Management
Florida
$22M -$1.5M -14,692 -6%
Select Equity Group
25
Select Equity Group
New York
$19.5M -$11.2M -109,937 -35%

MSA Hedge Fund Activity: Q4 2018 in Review

235 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mine Safety (MSA) for Q4 2018, worth a combined $2.55B — down 14% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MSA positions and 18 closed out — a net gain of 17 holders — while 72 added to existing stakes and 85 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $54.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $51.4M.

  • 235 institutional investors held Mine Safety (MSA) as of Q4 2018, up from 218 in Q3 2018.
  • Funds reported $2.55B of Mine Safety stock for Q4 2018, down 14% quarter-over-quarter.
  • 35 funds opened new Mine Safety positions in Q4 2018 and 18 closed out, a net change of +17 holders.
  • The largest Mine Safety buyer in Q4 2018 was JP Morgan Chase, an estimated $54.5M added.
  • The largest Mine Safety seller in Q4 2018 was T. Rowe Price Associates, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2018.