MSCI
MSCI
236 hedge funds and large institutions have $6.1B invested in MSCI in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 109 reducing their positions, and 27 closing their positions.
2.71% less ownership
Funds ownership: 96.22% → 93.51% (-2.7%)
4% less funds holding
Funds holding: 246 → 236 (-10)
8% less capital invested
Capital invested by funds: $6.66B → $6.1B (-$561M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
27% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 109
33% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 27
80% less call options, than puts
Call options by funds: $553K | Put options by funds: $2.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$115M |
| 2 |
DCP
Darsana Capital Partners
New York
|
+$56.7M |
| 3 |
Goldman Sachs
New York
|
+$30.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.8M |
| 5 |
Renaissance Technologies
New York
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$193M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$109M |
| 3 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$48.8M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$40.8M |
| 5 |
Morgan Stanley
New York
|
-$39.4M |
MSCI Hedge Fund Activity: Q3 2015 in Review
236 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2015, worth a combined $6.1B — down 8.4% from $6.66B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of MSCI and 18 opened new positions — a net loss of 9 holders — while 109 trimmed existing stakes and 80 added.
The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Independent Franchise Partners, cutting an estimated $193M.
- 236 institutional investors held MSCI (MSCI) as of Q3 2015, down from 246 in Q2 2015.
- Funds reported $6.1B of MSCI stock for Q3 2015, down 8.4% quarter-over-quarter.
- 18 funds opened new MSCI positions in Q3 2015 and 27 closed out, a net change of -9 holders.
- The largest MSCI buyer in Q3 2015 was Wellington Management Group, an estimated $115M added.
- The largest MSCI seller in Q3 2015 was Independent Franchise Partners, an estimated $193M sold.
Based on aggregated 13F filings for Q3 2015.