MSCI
MSCI
535 hedge funds and large institutions have $18.7B invested in MSCI in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 194 increasing their positions, 198 reducing their positions, and 52 closing their positions.
60% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 52
20% more capital invested
Capital invested by funds: $15.6B → $18.7B (+$3.06B)
4% more funds holding
Funds holding: 512 → 535 (+23)
0.26% less ownership
Funds ownership: 93.13% → 92.87% (-0.26%)
2% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 198
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
80% less call options, than puts
Call options by funds: $56.7M | Put options by funds: $283M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$210M |
| 2 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
+$171M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$131M |
| 4 |
BlackRock
New York
|
+$94.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$89.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$183M |
| 2 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$160M |
| 3 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$128M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$77.9M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$75.2M |
MSCI Hedge Fund Activity: Q2 2019 in Review
535 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2019, worth a combined $18.7B — up 20% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new MSCI positions and 52 closed out — a net gain of 31 holders — while 194 added to existing stakes and 198 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Fidelity Investments, cutting an estimated $183M.
- 535 institutional investors held MSCI (MSCI) as of Q2 2019, up from 512 in Q1 2019.
- Funds reported $18.7B of MSCI stock for Q2 2019, up 20% quarter-over-quarter.
- 83 funds opened new MSCI positions in Q2 2019 and 52 closed out, a net change of +31 holders.
- The largest MSCI buyer in Q2 2019 was T. Rowe Price Associates, an estimated $210M added.
- The largest MSCI seller in Q2 2019 was Fidelity Investments, an estimated $183M sold.
Based on aggregated 13F filings for Q2 2019.