MSCI
MSCI
211 hedge funds and large institutions have $5.03B invested in MSCI in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 7 closing their positions.
486% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 7
19% more funds holding
Funds holding: 177 → 211 (+34)
5% more capital invested
Capital invested by funds: $4.78B → $5.03B (+$256M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.86% less ownership
Funds ownership: 98.11% → 97.24% (-0.86%)
15% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 81
54% less call options, than puts
Call options by funds: $319K | Put options by funds: $700K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$26.8M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$13.4M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.3M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.1M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$93.5M |
| 2 |
Morgan Stanley
New York
|
-$39.7M |
| 3 |
Goldman Sachs
New York
|
-$39.5M |
| 4 |
BAMCO Inc
New York
|
-$23.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18.1M |
MSCI Hedge Fund Activity: Q4 2013 in Review
211 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2013, worth a combined $5.03B — up 5.4% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MSCI positions and 7 closed out — a net gain of 34 holders — while 69 added to existing stakes and 81 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $26.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $93.5M.
- 211 institutional investors held MSCI (MSCI) as of Q4 2013, up from 177 in Q3 2013.
- Funds reported $5.03B of MSCI stock for Q4 2013, up 5.4% quarter-over-quarter.
- 41 funds opened new MSCI positions in Q4 2013 and 7 closed out, a net change of +34 holders.
- The largest MSCI buyer in Q4 2013 was D.E. Shaw & Co, an estimated $26.8M added.
- The largest MSCI seller in Q4 2013 was T. Rowe Price Associates, an estimated $93.5M sold.
Based on aggregated 13F filings for Q4 2013.