MSCI
MSCI
447 hedge funds and large institutions have $12.4B invested in MSCI in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 40 closing their positions.
95% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 40
31% more call options, than puts
Call options by funds: $7.98M | Put options by funds: $6.07M
18% more capital invested
Capital invested by funds: $10.5B → $12.4B (+$1.93B)
8% more funds holding
Funds holding: 414 → 447 (+33)
0.53% more ownership
Funds ownership: 92.1% → 92.63% (+0.53%)
7% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 157
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$199M |
| 2 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$117M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$80.2M |
| 4 |
BlackRock
New York
|
+$64.6M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$45M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$201M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$104M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$53M |
| 4 |
JP Morgan Chase
New York
|
-$51.4M |
| 5 |
Millennium Management
New York
|
-$46.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
476
Cutler Group
San Francisco,
California
| – | -$172K | -1,197 | Closed |
|
|
C
477
Cerebellum
San Francisco,
California
| – | -$125K | -988 | Closed |
|
|
DCM
478
Delpha Capital Management
New York
| – | -$42K | -334 | Closed |
|
|
LA
479
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$21K | -166 | Closed |
|
|
STA
480
Summit Trail Advisors
New York
| – | -$21K | -154 | Closed |
|
|
PHK
481
Point72 Hong Kong
Hong Kong
| – | -$17K | -136 | Closed |
|
|
KJWM
482
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$12K | -100 | Closed |
|
483
Group One Trading
Chicago,
Illinois
| – | -$12K | -98 | Closed |
|
|
PWM
484
Paulson Wealth Management
Wheaton,
Illinois
| – | -$5K | -36 | Closed |
|
|
BBHC
485
Brown Brothers Harriman & Co
New York
| – | -$4K | -35 | Closed |
|
|
WA
486
Winfield Associates
Cleveland,
Ohio
| – | -$3K | -20 | Closed |
|
MSCI Hedge Fund Activity: Q1 2018 in Review
447 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2018, worth a combined $12.4B — up 18% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new MSCI positions and 40 closed out — a net gain of 38 holders — while 146 added to existing stakes and 157 trimmed.
The largest buyer was Ameriprise, adding an estimated $199M. The largest seller was T. Rowe Price Associates, cutting an estimated $201M.
- 447 institutional investors held MSCI (MSCI) as of Q1 2018, up from 414 in Q4 2017.
- Funds reported $12.4B of MSCI stock for Q1 2018, up 18% quarter-over-quarter.
- 78 funds opened new MSCI positions in Q1 2018 and 40 closed out, a net change of +38 holders.
- The largest MSCI buyer in Q1 2018 was Ameriprise, an estimated $199M added.
- The largest MSCI seller in Q1 2018 was T. Rowe Price Associates, an estimated $201M sold.
Based on aggregated 13F filings for Q1 2018.