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341 hedge funds and large institutions have $8.44B invested in MSCI in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $7.04B → $8.44B (+$1.4B)

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

1.07% more ownership

Funds ownership: 94.9%95.97% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 343341 (-2)

28% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 148

76% less call options, than puts

Call options by funds: $4.33M | Put options by funds: $18.2M

Holders
341
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
50
Increased
107
Reduced
148
Closed
44
Calls
$4.33M
Puts
$18.2M
Net Calls
-$13.9M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
226
Panagora Asset Management
Massachusetts
$656K -$18.9M -208,835 -97%
DILIC
227
Dai-ichi Life Insurance Company
Japan
$648K
WBC
228
Westpac Banking Corp
Australia
$619K -$580K -6,399 -50%
WAM
229
World Asset Management
Michigan
$614K +$54.8K +605 +11%
BCM
230
Bayesian Capital Management
New York
$598K +$557K +6,150 New
M&T Bank
231
M&T Bank
New York
$597K +$29.3K +323 +6%
DekaBank Deutsche Girozentrale
232
DekaBank Deutsche Girozentrale
Germany
$591K +$273K +3,009 +108%
LPL Financial
233
LPL Financial
California
$569K +$533K +5,884 New
IR
234
Invictus RG
Bermuda
$561K +$508K +5,612 +3,422%
CA
235
Commerzbank Aktiengesellschaft
Germany
$559K +$84.3K +930 +19%
B
236
Barings
North Carolina
$544K +$254K +2,800 +100%
MWNA
237
Marshall Wace North America
New York
$494K +$461K +5,092 New
GL
238
GLG LLC
New York
$487K -$997 -11 -0.2%
AA
239
ALPS Advisors
Colorado
$482K +$12.2K +135 +3%
SAM
240
Shell Asset Management
Netherlands
$481K +$18K +199 +4%
PAM
241
Princeton Alpha Management
New Jersey
$480K -$1.11M -12,301 -71%
Verition Fund Management
242
Verition Fund Management
Connecticut
$469K +$438K +4,829 New
Caisse de Depot et Placement du Quebec (CDPQ)
243
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$467K -$9.06K -100 -2%
TCM
244
Teza Capital Management
Illinois
$463K +$432K +4,765 New
DKCM
245
Davidson Kempner Capital Management
New York
$457K +$426K +4,700 New
GCA
246
Gideon Capital Advisors
New York
$437K +$157K +1,728 +62%
SBH
247
Segall Bryant & Hamill
Illinois
$429K -$1.99K -22 -0.5%
USAA
248
United Services Automobile Association
Texas
$422K -$544 -6 -0.1%
MYAM
249
Meiji Yasuda Asset Management
Japan
$410K +$145K +1,600 +61%
TI
250
Telemetry Investments
New York
$408K +$381K +4,200 New

MSCI Hedge Fund Activity: Q1 2017 in Review

341 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2017, worth a combined $8.44B — up 20% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MSCI positions and 44 closed out — a net gain of 6 holders — while 107 added to existing stakes and 148 trimmed.

The largest buyer was BlackRock, adding an estimated $731M. The largest seller was Fidelity Investments, cutting an estimated $196M.

  • 341 institutional investors held MSCI (MSCI) as of Q1 2017, down from 343 in Q4 2016.
  • Funds reported $8.44B of MSCI stock for Q1 2017, up 20% quarter-over-quarter.
  • 50 funds opened new MSCI positions in Q1 2017 and 44 closed out, a net change of +6 holders.
  • The largest MSCI buyer in Q1 2017 was BlackRock, an estimated $731M added.
  • The largest MSCI seller in Q1 2017 was Fidelity Investments, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2017.