MSCI
MSCI
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.
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: 5 → 5 (0)
1% less funds holding
Funds holding: 343 → 341 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$731M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$61.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$50.7M |
| 4 |
Two Sigma Advisers
New York
|
+$38.4M |
| 5 |
Two Sigma Investments
New York
|
+$35.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$196M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$69.9M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$49.1M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$47.4M |
| 5 |
DCP
Darsana Capital Partners
New York
|
-$40.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$99K | -1,255 | Closed |
|
|
FANJ
377
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$38K | -487 | Closed |
|
|
PCM
378
Penserra Capital Management
Orinda,
California
| – | -$22K | -280 | Closed |
|
|
AA
379
Ancora Advisors
Cleveland,
Ohio
| – | -$12K | -151 | Closed |
|
|
MBT
380
Monroe Bank & Trust
Monroe,
Michigan
| – | -$10K | -128 | Closed |
|
381
EARNEST Partners
Atlanta,
Georgia
| – | -$2K | -23 | Closed |
|
|
WA
382
WFG Advisors
Dallas,
Texas
| – | -$2K | -23 | Closed |
|
|
WTB
383
Washington Trust Bank
Spokane,
Washington
| – | -$1K | -12 | Closed |
|
|
PFO
384
Pathstone Family Office
Englewood,
New Jersey
| – | +$362 | +4 | New |
|
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.