MSCI
MSCI
246 hedge funds and large institutions have $6.66B invested in MSCI in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 16 closing their positions.
225% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 16
17% more funds holding
Funds holding: 210 → 246 (+36)
10% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 78
1% more call options, than puts
Call options by funds: $930K | Put options by funds: $917K
3% less capital invested
Capital invested by funds: $6.83B → $6.66B (-$176M)
2.98% less ownership
Funds ownership: 99.2% → 96.22% (-3%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Darsana Capital Partners
New York
|
+$43.4M |
| 2 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
+$34.2M |
| 3 |
JCM
Junto Capital Management
New York
|
+$31M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.2M |
| 5 |
Goldman Sachs
New York
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$202M |
| 2 |
NM
Naya Management
London,
United Kingdom
|
-$97.4M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$73.6M |
| 4 |
Morgan Stanley
New York
|
-$35.1M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$24.2M |
MSCI Hedge Fund Activity: Q2 2015 in Review
246 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2015, worth a combined $6.66B — down 2.6% from $6.83B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MSCI positions and 16 closed out — a net gain of 36 holders — while 86 added to existing stakes and 78 trimmed.
The largest buyer was Darsana Capital Partners, opening a new position worth an estimated $43.4M. The largest seller was Generation Investment Management, cutting an estimated $202M.
- 246 institutional investors held MSCI (MSCI) as of Q2 2015, up from 210 in Q1 2015.
- Funds reported $6.66B of MSCI stock for Q2 2015, down 2.6% quarter-over-quarter.
- 52 funds opened new MSCI positions in Q2 2015 and 16 closed out, a net change of +36 holders.
- The largest MSCI buyer in Q2 2015 was Darsana Capital Partners, an estimated $43.4M added.
- The largest MSCI seller in Q2 2015 was Generation Investment Management, an estimated $202M sold.
Based on aggregated 13F filings for Q2 2015.