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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.

New
Increased
Maintained
Reduced
Closed

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: 55 (0)

1% less funds holding

Funds holding: 343341 (-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

Holders
341
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
50
Increased
107
Reduced
148
Closed
44
Calls
$4.33M
Puts
$18.2M
Net Calls
-$13.9M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$24M +$19.5M +215,000 +676%
Franklin Resources
52
Franklin Resources
California
$23.6M +$353K +3,900 +2%
NFA
53
Nationwide Fund Advisors
Ohio
$23.1M -$398K -4,391 -2%
FQ
54
First Quadrant
California
$22.1M -$5.18M -57,157 -20%
Wells Fargo
55
Wells Fargo
California
$21.1M -$1.01M -11,201 -5%
UBS AM
56
UBS AM
Illinois
$20.8M +$1.32M +14,622 +7%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$20.4M -$113K -1,242 -0.6%
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$20.1M +$3M +33,063 +19%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$19.8M +$5.09M +56,148 +38%
GIC
60
GFI Investment Counsel
Ontario, Canada
$19.4M -$783K -8,645 -4%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$19.2M -$99.6K -1,099 -0.6%
SEI Investments
62
SEI Investments
Pennsylvania
$18.6M -$2M -22,076 -10%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$18M +$201K +2,221 +1%
AIG
64
American International Group
New York
$17.8M -$29.7K -328 -0.2%
YL
65
YCG LLC
Texas
$17.3M -$226K -2,491 -1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$16.6M -$1.64M -18,100 -10%
Lazard Asset Management
67
Lazard Asset Management
New York
$16.2M +$708K +7,812 +5%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$16.1M +$57.7K +637 +0.4%
N
69
Nuveen
North Carolina
$15.8M -$7.89M -87,138 -35%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$14.7M -$371K -4,100 -3%
MIM
71
Martin Investment Management
Florida
$14.6M -$5.39M -59,447 -28%
N
72
Natixis
France
$14.4M -$6.42M -70,884 -32%
Asset Management One
73
Asset Management One
Japan
$13.8M -$1.13M -12,431 -8%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$13.6M -$468K -5,170 -4%
Point72 Asset Management
75
Point72 Asset Management
Connecticut
$13.6M +$12.7M +139,785 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.