MSCI
MSCI
492 hedge funds and large institutions have $11.6B invested in MSCI in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 213 reducing their positions, and 75 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
2.55% less ownership
Funds ownership: 92.5% → 89.94% (-2.6%)
3% less funds holding
Funds holding: 508 → 492 (-16)
17% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 75
20% less capital invested
Capital invested by funds: $14.6B → $11.6B (-$2.98B)
26% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 213
61% less call options, than puts
Call options by funds: $16.3M | Put options by funds: $42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$198M |
| 2 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$121M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$113M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$92.4M |
| 5 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$486M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$66.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$60.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$59.8M |
| 5 |
JP Morgan Chase
New York
|
-$50.2M |
MSCI Hedge Fund Activity: Q4 2018 in Review
492 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2018, worth a combined $11.6B — down 20% from $14.6B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of MSCI and 62 opened new positions — a net loss of 13 holders — while 213 trimmed existing stakes and 158 added.
The largest buyer was Morgan Stanley, adding an estimated $198M. The largest seller was Fidelity Investments, cutting an estimated $486M.
- 492 institutional investors held MSCI (MSCI) as of Q4 2018, down from 508 in Q3 2018.
- Funds reported $11.6B of MSCI stock for Q4 2018, down 20% quarter-over-quarter.
- 62 funds opened new MSCI positions in Q4 2018 and 75 closed out, a net change of -13 holders.
- The largest MSCI buyer in Q4 2018 was Morgan Stanley, an estimated $198M added.
- The largest MSCI seller in Q4 2018 was Fidelity Investments, an estimated $486M sold.
Based on aggregated 13F filings for Q4 2018.