MSCI
MSCI
189 hedge funds and large institutions have $5.45B invested in MSCI in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 85 reducing their positions, and 25 closing their positions.
1.55% more ownership
Funds ownership: 100.99% → 102.54% (+1.6%)
1% less capital invested
Capital invested by funds: $5.53B → $5.45B (-$79.9M)
3% less funds holding
Funds holding: 195 → 189 (-6)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
31% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$72.8M |
| 2 |
NM
Naya Management
London,
United Kingdom
|
+$24.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$19.3M |
| 4 |
MIM
Martin Investment Management
Palm Beach Gardens,
Florida
|
+$16.6M |
| 5 |
FAS
Formuepleje A/S
Aarhus C,
Denmark
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$107M |
| 2 |
Morgan Stanley
New York
|
-$73.8M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$56.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$37M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.3M |
MSCI Hedge Fund Activity: Q4 2014 in Review
189 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2014, worth a combined $5.45B — down 1.4% from $5.53B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of MSCI and 21 opened new positions — a net loss of 4 holders — while 85 trimmed existing stakes and 59 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $72.8M. The largest seller was Manning & Napier Advisors, cutting an estimated $107M.
- 189 institutional investors held MSCI (MSCI) as of Q4 2014, down from 195 in Q3 2014.
- Funds reported $5.45B of MSCI stock for Q4 2014, down 1.4% quarter-over-quarter.
- 21 funds opened new MSCI positions in Q4 2014 and 25 closed out, a net change of -4 holders.
- The largest MSCI buyer in Q4 2014 was T. Rowe Price Associates, an estimated $72.8M added.
- The largest MSCI seller in Q4 2014 was Manning & Napier Advisors, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2014.