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MSCI
MSCI

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: 5 → 5 (0)

1% less funds holding

Funds holding: 343 → 341 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$731M
2
FPP
Findlay Park Partners
United Kingdom
+$61.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$50.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$38.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$35.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$196M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.9M
3
DZ Bank
DZ Bank
Germany
-$49.1M
4
JHIU
Janus Henderson Investors US
Colorado
-$47.4M
5
DCP
Darsana Capital Partners
New York
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$2.49M -$48K -530 -2%
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$2.45M +$925K +10,215 +68%
CCMU
153
Cheyne Capital Management (UK)
United Kingdom
$2.43M +$2.27M +25,000 New
BCIM
154
British Columbia Investment Management
British Columbia, Canada
$2.27M -$729K -8,044 -26%
Stifel Financial
155
Stifel Financial
Missouri
$2.26M -$535K -5,910 -20%
FAF
156
Fjarde Ap-fonden
Sweden
$2.26M -$172K -1,897 -8%
LSERS
157
Louisiana State Employees Retirement System
Louisiana
$2.23M -$36.2K -400 -2%
XK
158
Xact Kapitalforvaltning
Sweden
$2.22M – – –
AIM
159
Achmea Investment Management
Netherlands
$2.14M +$1.99M +21,994 New
ARTA
160
A.R.T. Advisors
New York
$2.1M +$1.96M +21,600 New
AIM
161
Assured Investment Management
New York
$2.01M +$1.45M +15,958 +337%
ProShare Advisors
162
ProShare Advisors
Maryland
$2M -$101K -1,113 -5%
SEC
163
Seven Eight Capital
New York
$1.99M +$1.02M +11,300 +123%
WMSA
164
Weiss Multi-Strategy Advisers
New York
$1.95M +$1.81M +20,017 New
RC
165
RBF Capital
California
$1.94M – – –
PP
166
Paloma Partners
Connecticut
$1.91M -$343K -3,788 -16%
SGA
167
Strategic Global Advisors
California
$1.8M -$97.5K -1,076 -5%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$1.77M -$80.1K -884 -5%
PI
169
Putnam Investments
Massachusetts
$1.76M -$41.7K -460 -2%
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$1.74M +$133K +1,472 +9%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$1.64M +$68.9K +760 +5%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$1.64M +$181K +1,993 +13%
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$1.58M -$250K -2,763 -15%
VRS
174
Virginia Retirement Systems
Virginia
$1.54M – – –
Twin Tree Management
175
Twin Tree Management
Texas
$1.54M +$1.43M +15,799 New
5 6
7
8 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.