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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$4.16M -$473K -5,218 -11%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.12M -$2.22M -24,449 -37%
LMGAM
128
Liberty Mutual Group Asset Management
Massachusetts
$3.97M -$121K -1,338 -3%
Alyeska Investment Group
129
Alyeska Investment Group
Illinois
$3.89M +$3.62M +40,000 New
Barclays
130
Barclays
United Kingdom
$3.83M -$148K -1,636 -4%
Canada Pension Plan Investment Board
131
Canada Pension Plan Investment Board
Ontario, Canada
$3.72M +$3.13M +34,600 +933%
CIBC Asset Management
132
CIBC Asset Management
Ontario, Canada
$3.67M -$55.3K -610 -2%
ASRS
133
Arizona State Retirement System
Arizona
$3.66M +$126K +1,386 +4%
SOMRS
134
State of Michigan Retirement System
Michigan
$3.58M -$99.7K -1,100 -3%
Lord, Abbett & Co
135
Lord, Abbett & Co
New Jersey
$3.52M +$3.28M +36,245 New
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$3.46M -$36.2K -400 -1%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$3.36M -$1.61M -17,758 -34%
Citigroup
138
Citigroup
New York
$3.19M -$549K -6,060 -16%
Robeco Institutional Asset Management
139
Robeco Institutional Asset Management
Netherlands
$3.18M -$2.47M -27,219 -45%
ZIM
140
Zacks Investment Management
Illinois
$2.94M +$751K +8,286 +38%
AP
141
AHL Partners
United Kingdom
$2.89M -$2.07M -22,827 -43%
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$2.87M -$3.65M -40,326 -58%
UCFA
143
United Capital Financial Advisors
Texas
$2.84M -$85.5K -944 -3%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$2.73M -$4.12M -45,529 -62%
GF
145
Greenhouse Funds
Maryland
$2.65M +$2.47M +27,300 New
GIBU
146
Gulf International Bank (UK)
United Kingdom
$2.62M +$27.2K +300 +1%
IEFM
147
IQ EQ Fund Management
Ireland
$2.6M -$521K -5,754 -20%
AIP
148
Ameritas Investment Partners
Nebraska
$2.59M -$165K -1,826 -6%
PMG
149
ProVise Management Group
Florida
$2.53M -$4.53K -50 -0.2%
Bessemer Group
150
Bessemer Group
New Jersey
$2.53M

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.