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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
BGIM
326
Brandywine Global Investment Management
Pennsylvania
$7K
GI
327
Gradient Investments
Minnesota
$7K
QCG
328
Quadrant Capital Group
Ohio
$7K +$5.34K +59 +246%
GRP
329
Global Retirement Partners
California
$7K +$6.25K +69 New
SPIA
330
Steward Partners Investment Advisory
New York
$6K
HWP
331
Hefty Wealth Partners
Indiana
$4K
TWA
332
TCI Wealth Advisors
Arizona
$3K -$91 -1 -3%
BTIS
333
BB&T Investment Services
North Carolina
$3K +$3.26K +36 New
GS
334
GAM Systematic
United Kingdom
$2K -$80.2K -885 -97%
AssetMark Inc
335
AssetMark Inc
California
$2K -$91 -1 -5%
OFW
336
Omnia Family Wealth
Florida
$2K
TFO
337
Tarbox Family Office
California
$2K
WA
338
Winfield Associates
Ohio
$2K
AAF
339
Andra AP-fonden
Sweden
$1.51K -$1.38M -15,200 -50%
CFA
340
Carroll Financial Associates
North Carolina
$1K
QI
341
QS Investors
New York
$1K
QIM
342
Quantitative Investment Management
Virginia
-$4.88M -62,000 Closed
Marshall Wace
343
Marshall Wace
United Kingdom
-$4.16M -52,741 Closed
PDN
344
Pensionfund DSM Netherlands
Netherlands
-$3.07M -39,000 Closed
AIMCA
345
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.38M -30,160 Closed
FAM
346
Fred Alger Management
New York
-$1.82M -23,170 Closed
PS
347
Pensionfund Sabic
Netherlands
-$1.5M -19,000 Closed
SCA
348
Snowden Capital Advisors
New York
-$1.4M -17,759 Closed
JIM
349
Jupiter Investment Management
United Kingdom
-$1.35M -17,112 Closed
QT
350
Quantbot Technologies
New York
-$1.18M -14,984 Closed

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.