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MSCI
MSCI

512 hedge funds and large institutions have $15.6B invested in MSCI in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 181 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

35% more capital invested

Capital invested by funds: $11.6B → $15.6B (+$4.04B)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

4% more funds holding

Funds holding: 492 → 512 (+20)

3.18% more ownership

Funds ownership: 89.94% → 93.13% (+3.2%)

12% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 206

42% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $56.3M

Holders
512
Holders Change
+20
Holders Change %
+4.07%
% of All Funds
11.08%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
63
Increased
181
Reduced
206
Closed
39
Calls
$32.5M
Puts
$56.3M
Net Calls
-$23.8M
Net Calls Change
+$1.92M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$87.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$71M
3
American Century Companies
American Century Companies
Missouri
+$63.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$56.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$45.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$77M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$76.4M
3
Morgan Stanley
Morgan Stanley
New York
-$64.8M
4
Goldman Sachs
Goldman Sachs
New York
-$51.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Korea Investment Corp
51
Korea Investment Corp
South Korea
$49.8M +$9.42M +54,162 +28%
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$48.8M +$177K +1,018 +0.4%
TCIM
53
TIAA CREF Investment Management
New York
$48.3M +$2.45M +14,069 +6%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$42.5M -$24.8M -142,816 -40%
KCM
55
Kornitzer Capital Management
Kansas
$42.1M +$64.5K +371 +0.2%
UBS Group
56
UBS Group
Switzerland
$42.1M +$17.1M +98,247 +87%
Chevy Chase Trust
57
Chevy Chase Trust
Maryland
$42M +$17.6M +101,305 +119%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$41.9M -$5.03M -28,935 -12%
O
59
OppenheimerFunds
New York
$41.1M -$2.73M -15,664 -7%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$39M +$32.4M +186,483 +1,982%
FPP
61
Findlay Park Partners
United Kingdom
$38.6M – – –
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$37.8M +$26.7M +153,660 +424%
Fundsmith LLP
63
Fundsmith LLP
United Kingdom
$37.6M +$7.77M +44,673 +31%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$36.6M -$42M -241,147 -57%
Deutsche Bank
65
Deutsche Bank
Germany
$36.5M +$4.43M +25,440 +16%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$36.3M -$1.11M -6,408 -3%
Axa
67
Axa
France
$36M +$3.25M +18,696 +12%
Allianz Asset Management
68
Allianz Asset Management
Germany
$33.7M -$1.74M -10,009 -6%
AssetMark Inc
69
AssetMark Inc
California
$32.4M +$1.9M +10,933 +7%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$32.3M -$1.32M -7,600 -4%
GIC
71
GFI Investment Counsel
Ontario, Canada
$32M -$135K -777 -0.5%
Artisan Partners
72
Artisan Partners
Wisconsin
$31.2M +$27.3M +156,748 New
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$31.1M -$2.03M -11,650 -7%
SH
74
SeaTown Holdings
Singapore
$31M +$11.4M +65,600 +73%
PI
75
Putnam Investments
Massachusetts
$30.3M -$39.7M -228,341 -60%
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MSCI Hedge Fund Activity: Q1 2019 in Review

512 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2019, worth a combined $15.6B — up 35% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MSCI positions and 39 closed out — a net gain of 24 holders — while 181 added to existing stakes and 206 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $87.5M. The largest seller was Vanguard Group, cutting an estimated $77M.

  • 512 institutional investors held MSCI (MSCI) as of Q1 2019, up from 492 in Q4 2018.
  • Funds reported $15.6B of MSCI stock for Q1 2019, up 35% quarter-over-quarter.
  • 63 funds opened new MSCI positions in Q1 2019 and 39 closed out, a net change of +24 holders.
  • The largest MSCI buyer in Q1 2019 was JP Morgan Chase, an estimated $87.5M added.
  • The largest MSCI seller in Q1 2019 was Vanguard Group, an estimated $77M sold.

Based on aggregated 13F filings for Q1 2019.