MSCI
MSCI
197 hedge funds and large institutions have $4.97B invested in MSCI in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 88 reducing their positions, and 30 closing their positions.
1.78% more ownership
Funds ownership: 97.24% → 99.03% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $5.03B → $4.97B (-$63.6M)
7% less funds holding
Funds holding: 211 → 197 (-14)
22% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 88
40% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 30
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$62.3M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
+$29.6M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$28.5M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$21.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$101M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.7M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$13.7M |
| 4 |
Morgan Stanley
New York
|
-$10.3M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.97M |
MSCI Hedge Fund Activity: Q1 2014 in Review
197 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2014, worth a combined $4.97B — down 1.3% from $5.03B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of MSCI and 18 opened new positions — a net loss of 12 holders — while 88 trimmed existing stakes and 69 added.
The largest buyer was Wellington Management Group, adding an estimated $62.3M. The largest seller was Goldman Sachs, cutting an estimated $101M.
- 197 institutional investors held MSCI (MSCI) as of Q1 2014, down from 211 in Q4 2013.
- Funds reported $4.97B of MSCI stock for Q1 2014, down 1.3% quarter-over-quarter.
- 18 funds opened new MSCI positions in Q1 2014 and 30 closed out, a net change of -12 holders.
- The largest MSCI buyer in Q1 2014 was Wellington Management Group, an estimated $62.3M added.
- The largest MSCI seller in Q1 2014 was Goldman Sachs, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2014.