MSCI
MSCI
322 hedge funds and large institutions have $7.1B invested in MSCI in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 118 reducing their positions, and 22 closing their positions.
181% more call options, than puts
Call options by funds: $873K | Put options by funds: $311K
91% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 22
6% more funds holding
Funds holding: 304 → 322 (+18)
3% more capital invested
Capital invested by funds: $6.92B → $7.1B (+$176M)
3% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 118
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.56% less ownership
Funds ownership: 95.96% → 95.4% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$188M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$66.6M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$49.8M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$39.5M |
| 5 |
JCM
Junto Capital Management
New York
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$209M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$160M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$152M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$118M |
| 5 |
Morgan Stanley
New York
|
-$40.7M |
MSCI Hedge Fund Activity: Q2 2016 in Review
322 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2016, worth a combined $7.1B — up 2.5% from $6.92B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MSCI positions and 22 closed out — a net gain of 20 holders — while 121 added to existing stakes and 118 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $188M. The largest seller was ValueAct Holdings, cutting an estimated $209M.
- 322 institutional investors held MSCI (MSCI) as of Q2 2016, up from 304 in Q1 2016.
- Funds reported $7.1B of MSCI stock for Q2 2016, up 2.5% quarter-over-quarter.
- 42 funds opened new MSCI positions in Q2 2016 and 22 closed out, a net change of +20 holders.
- The largest MSCI buyer in Q2 2016 was Fidelity Investments, an estimated $188M added.
- The largest MSCI seller in Q2 2016 was ValueAct Holdings, an estimated $209M sold.
Based on aggregated 13F filings for Q2 2016.