MSCI
MSCI
200 hedge funds and large institutions have $5.42B invested in MSCI in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 84 reducing their positions, and 17 closing their positions.
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
9% more capital invested
Capital invested by funds: $4.97B → $5.42B (+$450M)
2.28% more ownership
Funds ownership: 99.03% → 101.3% (+2.3%)
2% more funds holding
Funds holding: 197 → 200 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
21% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$113M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
+$52M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$42.5M |
| 4 |
NM
Naya Management
London,
United Kingdom
|
+$39.9M |
| 5 |
FAS
Formuepleje A/S
Aarhus C,
Denmark
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$94.8M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$72.5M |
| 3 |
Morgan Stanley
New York
|
-$62.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.7M |
| 5 |
BAMCO Inc
New York
|
-$54.3M |
MSCI Hedge Fund Activity: Q2 2014 in Review
200 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2014, worth a combined $5.42B — up 9.1% from $4.97B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MSCI positions and 17 closed out — a net gain of 5 holders — while 66 added to existing stakes and 84 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $113M. The largest seller was Goldman Sachs, cutting an estimated $94.8M.
- 200 institutional investors held MSCI (MSCI) as of Q2 2014, up from 197 in Q1 2014.
- Funds reported $5.42B of MSCI stock for Q2 2014, up 9.1% quarter-over-quarter.
- 22 funds opened new MSCI positions in Q2 2014 and 17 closed out, a net change of +5 holders.
- The largest MSCI buyer in Q2 2014 was Wellington Management Group, an estimated $113M added.
- The largest MSCI seller in Q2 2014 was Goldman Sachs, an estimated $94.8M sold.
Based on aggregated 13F filings for Q2 2014.