MSCI
MSCI
177 hedge funds and large institutions have $4.78B invested in MSCI in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 20 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 67
20% more capital invested
Capital invested by funds: $3.99B → $4.78B (+$793M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.17% less ownership
Funds ownership: 99.28% → 98.11% (-1.2%)
5% less funds holding
Funds holding: 186 → 177 (-9)
29% less call options, than puts
Call options by funds: $293K | Put options by funds: $410K
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$44.6M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$28.4M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$26.2M |
| 4 |
Morgan Stanley
New York
|
+$25.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$62.2M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$49.6M |
| 3 |
RFS
Rockefeller Financial Services
New York
|
-$32.7M |
| 4 |
NAP
New Amsterdam Partners
New York
|
-$20.6M |
| 5 |
SCM
Stonerise Capital Management
San Francisco,
California
|
-$19.5M |
MSCI Hedge Fund Activity: Q3 2013 in Review
177 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2013, worth a combined $4.78B — up 20% from $3.99B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of MSCI and 13 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 82 added.
The largest buyer was ValueAct Holdings, adding an estimated $44.6M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $62.2M sold.
- 177 institutional investors held MSCI (MSCI) as of Q3 2013, down from 186 in Q2 2013.
- Funds reported $4.78B of MSCI stock for Q3 2013, up 20% quarter-over-quarter.
- 13 funds opened new MSCI positions in Q3 2013 and 20 closed out, a net change of -7 holders.
- The largest MSCI buyer in Q3 2013 was ValueAct Holdings, an estimated $44.6M added.
- The largest MSCI seller in Q3 2013 was OppenheimerFunds, an estimated $62.2M sold.
Based on aggregated 13F filings for Q3 2013.