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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
Legal & General Group
76
Legal & General Group
United Kingdom
$13.5M +$2.99M +32,977 +31%
MG
77
Markel Group
Virginia
$13.3M
KBC Group
78
KBC Group
Belgium
$13.2M -$832K -9,184 -6%
CS
79
Credit Suisse
Switzerland
$12.8M -$3.02M -33,302 -20%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M +$236K +2,601 +2%
ACI
81
AMP Capital Investors
Australia
$12.7M +$1.03M +11,410 +10%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$12.4M +$10.5M +116,323 +1,070%
UBS Group
83
UBS Group
Switzerland
$11.5M -$5.25M -57,947 -33%
TA
84
Teachers Advisors
New York
$11.5M -$2.78M -30,690 -21%
AIM
85
Artemis Investment Management
United Kingdom
$10.7M +$1.13M +12,473 +13%
JAM
86
Jupiter Asset Management
United Kingdom
$10.7M -$949K -10,477 -9%
HI
87
HBK Investments
Texas
$10.1M -$5.19M -57,280 -36%
BA
88
Boston Advisors
Massachusetts
$9.91M +$9.24M +101,985 New
Korea Investment Corp
89
Korea Investment Corp
South Korea
$9.69M -$3.38M -37,300 -27%
TAM
90
Trillium Asset Management
Massachusetts
$8.99M +$279K +3,081 +3%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$8.53M -$344K -3,796 -4%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$8.26M +$6.29M +69,380 +444%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$7.92M +$516K +5,700 +8%
HFS
94
HL Financial Services
Kentucky
$7.3M +$2.71M +29,904 +66%
Comerica Bank
95
Comerica Bank
Texas
$7.04M +$18K +199 +0.3%
MOACM
96
Mutual of America Capital Management
New York
$7.03M -$14.9K -165 -0.2%
Canada Life
97
Canada Life
Manitoba, Canada
$6.97M -$117K -1,286 -2%
CCM
98
Copeland Capital Management
Pennsylvania
$6.6M -$882K -9,735 -12%
TPSF
99
Texas Permanent School Fund
Texas
$6.37M -$280K -3,093 -5%
GC
100
Guggenheim Capital
Illinois
$6.35M -$559K -6,174 -9%

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.