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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
FPF
301
FNY Partners Fund
New York
$77K +$72.5K +800 New
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$75K +$20.7K +229 +43%
PHK
303
Point72 Hong Kong
Hong Kong
$71K +$30.6K +338 +87%
Creative Planning
304
Creative Planning
Kansas
$63K +$32.8K +362 +127%
BAM
305
Barrett Asset Management
New York
$58K
NIPH
306
NN Investment Partners Holdings
Netherlands
$58K
SGAM
307
Smith Group Asset Management
Texas
$50K -$1.81K -20 -4%
Simplex Trading
308
Simplex Trading
Illinois
$50K +$47.4K +523 New
CRCP
309
Copper Rock Capital Partners
Massachusetts
$49K -$142K -1,570 -76%
SA
310
SpiderRock Advisors
Delaware
$41K
AAM
311
Advisors Asset Management
Colorado
$36K -$201K -2,216 -86%
National Pension Service
312
National Pension Service
South Korea
$36K
IA
313
IFP Advisors
Florida
$35K -$5.34K -59 -14%
IUHSA
314
Itau Unibanco Holding S.A.
Brazil
$31K +$23.6K +260 +433%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$23K -$12.1K -133 -36%
PCP
316
Proficio Capital Partners
Massachusetts
$23K +$17.3K +191 +503%
AIM
317
Acrospire Investment Management
Illinois
$19K +$18.1K +200 New
PA
318
Parallel Advisors
California
$16K +$8.06K +89 +135%
MWM
319
MinichMacGregor Wealth Management
New York
$15K -$362 -4 -2%
CGT
320
Capital Guardian Trust
California
$12K
GAM
321
Gemmer Asset Management
California
$12K
VCM
322
Versant Capital Management
Arizona
$9K
FMP
323
Financial Management Professionals
Texas
$9K +$9.06K +100 New
WCBA
324
Weaver C. Barksdale & Associates
Tennessee
$8K
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$8K +$2.08K +23 +42%

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.