MSCI
MSCI
210 hedge funds and large institutions have $6.83B invested in MSCI in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 19 closing their positions.
293% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $282K
121% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 19
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
25% more capital invested
Capital invested by funds: $5.45B → $6.83B (+$1.38B)
11% more funds holding
Funds holding: 189 → 210 (+21)
0% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 73
3.34% less ownership
Funds ownership: 102.54% → 99.2% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$58.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$44.3M |
| 3 |
Goldman Sachs
New York
|
+$20.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.6M |
| 5 |
EA
Echinus Advisors
New York
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$69.8M |
| 2 |
FAS
Formuepleje A/S
Aarhus C,
Denmark
|
-$54M |
| 3 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$50.2M |
| 4 |
Morgan Stanley
New York
|
-$47.5M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$37.8M |
MSCI Hedge Fund Activity: Q1 2015 in Review
210 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2015, worth a combined $6.83B — up 25% from $5.45B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MSCI positions and 19 closed out — a net gain of 23 holders — while 73 added to existing stakes and 73 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $58.5M. The largest seller was AllianceBernstein, cutting an estimated $69.8M.
- 210 institutional investors held MSCI (MSCI) as of Q1 2015, up from 189 in Q4 2014.
- Funds reported $6.83B of MSCI stock for Q1 2015, up 25% quarter-over-quarter.
- 42 funds opened new MSCI positions in Q1 2015 and 19 closed out, a net change of +23 holders.
- The largest MSCI buyer in Q1 2015 was T. Rowe Price Associates, an estimated $58.5M added.
- The largest MSCI seller in Q1 2015 was AllianceBernstein, an estimated $69.8M sold.
Based on aggregated 13F filings for Q1 2015.