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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
Capital Fund Management (CFM)
176
Capital Fund Management (CFM)
France
$1.53M -$9.47M -104,540 -87%
URS
177
Utah Retirement Systems
Utah
$1.52M -$81.5K -900 -5%
Rafferty Asset Management
178
Rafferty Asset Management
New York
$1.52M +$1M +11,039 +241%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$1.52M -$55.9K -617 -4%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.47M +$1.37M +15,124 New
CC
181
Cipher Capital
New York
$1.43M -$82K -905 -6%
AG
182
Aperio Group
California
$1.4M -$61.1K -674 -4%
AB
183
Amalgamated Bank
New York
$1.38M -$317K -3,495 -20%
Nordea Investment Management
184
Nordea Investment Management
Sweden
$1.38M +$29.6K +327 +2%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$1.36M -$922K -10,172 -42%
CCM
186
Cadence Capital Management
Massachusetts
$1.33M -$57.3K -632 -4%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M -$64.2K -709 -5%
FIM
188
Freedom Investment Management
Connecticut
$1.28M +$27.7K +306 +2%
PA
189
Profund Advisors
Maryland
$1.27M -$18.1K -200 -2%
TAF
190
Tredje AP-fonden
Sweden
$1.26M -$1.11M -12,226 -49%
SG Americas Securities
191
SG Americas Securities
New York
$1.23M -$29.2K -322 -2%
GG
192
Gofen & Glossberg
Illinois
$1.15M -$6.79K -75 -0.6%
ANTB
193
AMG National Trust Bank
Colorado
$1.14M
JMPWA
194
JP Morgan Private Wealth Advisors
California
$1.14M -$362 -4 -0%
SAM
195
Securian Asset Management
Minnesota
$1.13M -$9.51K -105 -0.9%
BC
196
Brinker Capital
Pennsylvania
$1.12M +$199K +2,194 +23%
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
$1.1M -$879K -9,703 -46%
CC
198
Caldera Capital
Texas
$1.08M +$1.01M +11,110 New
CSS
199
Cubist Systematic Strategies
Connecticut
$1.03M +$144K +1,586 +18%
BWP
200
Baldwin Wealth Partners
Massachusetts
$1.02M +$945K +10,430 +10,430%

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.