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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
CI
251
Cigna Investments
Connecticut
$375K +$35.2K +389 +11%
CB
252
Commerce Bank
Missouri
$369K -$10.2K -113 -3%
SSA
253
Schonfeld Strategic Advisors
New York
$364K -$309K -3,406 -48%
MYLI
254
Meiji Yasuda Life Insurance
Japan
$362K +$337K +3,720 New
PNC
255
Park National Corp
Ohio
$350K
NAMA
256
Nikko Asset Management Americas
New York
$350K +$127K +1,400 +64%
First Manhattan
257
First Manhattan
New York
$349K
NA
258
Navellier & Associates
Nevada
$338K -$16.4K -181 -5%
SSP
259
Sapphire Star Partners
Washington
$338K -$16.4K -181 -5%
IAM
260
Impax Asset Management
New Hampshire
$337K
P
261
Pitcairn
Pennsylvania
$310K +$289K +3,190 New
PAG
262
Private Advisor Group
New Jersey
$308K +$1.81K +20 +0.6%
Skandinaviska Enskilda Banken (SEB)
263
Skandinaviska Enskilda Banken (SEB)
Sweden
$307K
SSWM
264
Sheets Smith Wealth Management
North Carolina
$297K +$277K +3,061 New
WCM
265
Weatherstone Capital Management
Colorado
$295K +$7.43K +82 +3%
CG
266
Cutler Group
California
$290K +$194K +2,143 +254%
BCM
267
BlueCrest Capital Management
Jersey
$289K +$269K +2,972 New
O
268
OppenheimerFunds
New York
$287K +$725 +8 +0.3%
JG
269
Jefferies Group
New York
$275K -$2.83M -31,291 -92%
SFM
270
Soros Fund Management
New York
$272K +$254K +2,800 New
BA
271
Birinyi Associates
Connecticut
$267K +$249K +2,750 New
TRCT
272
Tower Research Capital (TRC)
New York
$262K +$196K +2,161 +403%
CIM
273
Contravisory Investment Management
Massachusetts
$259K
CI
274
Cavalier Investments
Georgia
$256K -$19.3K -213 -7%
DZ Bank
275
DZ Bank
Germany
$247K -$49.1M -542,209 -100%

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.