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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.

New
Increased
Maintained
Reduced
Closed

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: 512535 (+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: 1513 (-2)

80% less call options, than puts

Call options by funds: $56.7M | Put options by funds: $283M

Holders
535
Holders Change
+23
Holders Change %
+4.49%
% of All Funds
11.62%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
83
Increased
194
Reduced
198
Closed
52
Calls
$56.7M
Puts
$283M
Net Calls
-$227M
Net Calls Change
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
401
Riverhead Capital Management
Delaware
$334K -$240K -1,072 -43%
MYAM
402
Meiji Yasuda Asset Management
Japan
$332K +$38.1K +170 +14%
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$329K +$45.7K +204 +17%
SWM
404
Segment Wealth Management
Texas
$328K +$30.7K +137 +11%
CRC
405
Curi RMB Capital
Illinois
$319K -$10.8K -48 -3%
SAM
406
Sompo Asset Management
Japan
$318K +$65K +290 +28%
OIA
407
OneDigital Investment Advisors
Kansas
$315K +$295K +1,317 New
ECM
408
ExodusPoint Capital Management
New York
$315K +$296K +1,319 New
ACM
409
AlphaCrest Capital Management
New York
$313K +$294K +1,310 New
PHK
410
Point72 Hong Kong
Hong Kong
$312K +$216K +965 +284%
CC
411
ClearArc Capital
Ohio
$305K -$30K -134 -9%
IRF
412
IBM Retirement Fund
New York
$305K -$2.69K -12 -0.9%
HIM
413
Hanlon Investment Management
New Jersey
$304K +$286K +1,274 New
HAG
414
HighPoint Advisor Group
Illinois
$296K +$13K +58 +5%
SPC
415
Sigma Planning Corp
Michigan
$289K -$126K -561 -32%
BCM
416
Bienville Capital Management
New York
$287K +$269K +1,200 New
SRAM
417
Stone Ridge Asset Management
New York
$286K
MERSOM
418
Municipal Employees' Retirement System of Michigan
Michigan
$284K -$1.21M -5,410 -82%
HFM
419
Harvest Fund Management
China
$281K +$76.9K +343 +41%
CCA
420
Checchi Capital Advisers
California
$280K -$4.48K -20 -2%
MFG
421
Magnus Financial Group
New York
$277K
CI
422
Conning Inc
Connecticut
$275K -$49.3K -220 -16%
MUS
423
Mitsubishi UFJ Securities
Japan
$272K +$256K +1,140 New
NA
424
NewEdge Advisors
Louisiana
$269K +$252K +1,125 New
PAS
425
Park Avenue Securities
New York
$265K -$11K -49 -4%

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.