MSCI
MSCI
261 hedge funds and large institutions have $7.26B invested in MSCI in 2015 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 102 reducing their positions, and 26 closing their positions.
100% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 26
72% more call options, than puts
Call options by funds: $2.27M | Put options by funds: $1.32M
19% more capital invested
Capital invested by funds: $6.1B → $7.26B (+$1.16B)
11% more funds holding
Funds holding: 236 → 261 (+25)
4.36% more ownership
Funds ownership: 93.51% → 97.87% (+4.4%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
22% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$184M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$60.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$49.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$48.7M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$335M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$199M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$56.3M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$40.5M |
| 5 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$34.3M |
MSCI Hedge Fund Activity: Q4 2015 in Review
261 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2015, worth a combined $7.26B — up 19% from $6.1B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MSCI positions and 26 closed out — a net gain of 26 holders — while 80 added to existing stakes and 102 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Morgan Stanley, cutting an estimated $335M.
- 261 institutional investors held MSCI (MSCI) as of Q4 2015, up from 236 in Q3 2015.
- Funds reported $7.26B of MSCI stock for Q4 2015, up 19% quarter-over-quarter.
- 52 funds opened new MSCI positions in Q4 2015 and 26 closed out, a net change of +26 holders.
- The largest MSCI buyer in Q4 2015 was Fidelity Investments, an estimated $184M added.
- The largest MSCI seller in Q4 2015 was Morgan Stanley, an estimated $335M sold.
Based on aggregated 13F filings for Q4 2015.