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MSCI
MSCI

447 hedge funds and large institutions have $12.4B invested in MSCI in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

31% more call options, than puts

Call options by funds: $7.98M | Put options by funds: $6.07M

18% more capital invested

Capital invested by funds: $10.5B → $12.4B (+$1.93B)

8% more funds holding

Funds holding: 414 → 447 (+33)

0.53% more ownership

Funds ownership: 92.1% → 92.63% (+0.53%)

7% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 157

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
447
Holders Change
+33
Holders Change %
+7.97%
% of All Funds
10.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
78
Increased
146
Reduced
157
Closed
40
Calls
$7.98M
Puts
$6.07M
Net Calls
+$1.91M
Net Calls Change
+$3.5M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$199M
2
DCP
DSM Capital Partners
Florida
+$117M
3
MWNA
Marshall Wace North America
New York
+$80.2M
4
BlackRock
BlackRock
New York
+$64.6M
5
PI
Putnam Investments
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$104M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$53M
4
JP Morgan Chase
JP Morgan Chase
New York
-$51.4M
5
Millennium Management
Millennium Management
New York
-$46.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
226
Lucia Wealth Services
California
$2.17M +$259K +1,805 +14%
MCIM
227
Meadow Creek Investment Management
Georgia
$2.14M +$249K +1,736 +14%
MSV
228
MN Services Vermogensbeheer
Netherlands
$2.1M – – –
ARTA
229
A.R.T. Advisors
New York
$2.06M +$1.98M +13,800 New
IG
230
ING Group
Netherlands
$2.04M +$329K +2,299 +20%
WHG
231
Westwood Holdings Group
Texas
$1.98M +$1.9M +13,238 New
PA
232
Profund Advisors
Maryland
$1.89M +$233K +1,623 +15%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$1.89M +$308K +2,150 +21%
BWP
234
Baldwin Wealth Partners
Massachusetts
$1.85M +$46.6K +325 +3%
BCM
235
BlueCrest Capital Management
Jersey
$1.84M +$1.76M +12,297 New
BC
236
Brinker Capital
Pennsylvania
$1.82M +$197K +1,378 +13%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$1.82M +$533K +3,719 +44%
SCP
238
Syntal Capital Partners
Texas
$1.82M +$1.75M +12,194 New
Skandinaviska Enskilda Banken (SEB)
239
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.79M -$112K -783 -6%
FIM
240
Freedom Investment Management
Connecticut
$1.77M -$47.9K -334 -3%
RIM
241
Redpoint Investment Management
Australia
$1.77M – – –
ANTB
242
AMG National Trust Bank
Colorado
$1.76M – – –
JMPWA
243
JP Morgan Private Wealth Advisors
California
$1.71M -$1.29K -9 -0.1%
CGH
244
Crossmark Global Holdings
Texas
$1.69M -$91.3K -637 -5%
EP
245
Elkfork Partners
Oregon
$1.68M +$195K +1,364 +14%
SAM
246
Securian Asset Management
Minnesota
$1.66M – – –
CCM
247
Cadence Capital Management
Massachusetts
$1.65M -$346K -2,415 -18%
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
$1.61M -$471K -3,285 -23%
DnB Asset Management
249
DnB Asset Management
Norway
$1.6M +$1.53M +10,700 New
Mitsubishi UFJ Asset Management
250
Mitsubishi UFJ Asset Management
Japan
$1.59M -$215K -1,502 -12%
8 9
10
11 12

MSCI Hedge Fund Activity: Q1 2018 in Review

447 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2018, worth a combined $12.4B — up 18% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new MSCI positions and 40 closed out — a net gain of 38 holders — while 146 added to existing stakes and 157 trimmed.

The largest buyer was Ameriprise, adding an estimated $199M. The largest seller was T. Rowe Price Associates, cutting an estimated $201M.

  • 447 institutional investors held MSCI (MSCI) as of Q1 2018, up from 414 in Q4 2017.
  • Funds reported $12.4B of MSCI stock for Q1 2018, up 18% quarter-over-quarter.
  • 78 funds opened new MSCI positions in Q1 2018 and 40 closed out, a net change of +38 holders.
  • The largest MSCI buyer in Q1 2018 was Ameriprise, an estimated $199M added.
  • The largest MSCI seller in Q1 2018 was T. Rowe Price Associates, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2018.