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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
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$238K +$9.06K +100 +4%
Nomura Holdings
277
Nomura Holdings
Japan
$234K -$369K -4,071 -63%
NI
278
Numeric Investors
Massachusetts
$233K +$217K +2,400 New
LCM
279
Laurion Capital Management
New York
$224K +$208K +2,300 New
TH
280
Timber Hill
Connecticut
$221K +$206K +2,272 New
DWA
281
Douglass Winthrop Advisors
New York
$219K +$205K +2,258 New
HIMCH
282
Hartford Investment Management Co (HIMCO)
Connecticut
$216K -$144K -1,584 -42%
MSV
283
MN Services Vermogensbeheer
Netherlands
$215K
RA
284
Royce & Associates
New York
$209K
TSS
285
Two Sigma Securities
New York
$203K +$190K +2,092 New
US Bancorp
286
US Bancorp
Minnesota
$200K -$254K -2,806 -58%
IP
287
Intellectus Partners
California
$194K -$90.6K -1,000 -33%
AG
288
Advisor Group
Arizona
$193K -$26.5K -292 -13%
PA
289
Perennial Advisors
New York
$190K -$22.6K -250 -11%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$175K
EOJOAM
291
E. Ohman J:or Asset Management
Sweden
$175K
MCM
292
McKinley Capital Management
Alaska
$174K -$9.33K -103 -5%
LS
293
Livforsakringsbolaget Skandia
Sweden
$165K -$598K -6,600 -80%
Pacer Advisors
294
Pacer Advisors
Pennsylvania
$159K +$4.17K +46 +3%
OMCS
295
Old Mutual Customised Solutions
South Africa
$146K +$72.9K +805 +115%
VanEck Associates
296
VanEck Associates
New York
$145K +$8.61K +95 +7%
ELI
297
Empire Life Investments
Ontario, Canada
$143K -$96.1K -1,061 -17%
SO
298
STRS Ohio
Ohio
$120K
Toronto Dominion Bank
299
Toronto Dominion Bank
Ontario, Canada
$95K +$18.1K +200 +26%
CBOA
300
Commonwealth Bank of Australia
Australia
$87K +$18.1K +200 +29%

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.