MSCI
MSCI
304 hedge funds and large institutions have $6.99B invested in MSCI in 2016 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 91 increasing their positions, 108 reducing their positions, and 33 closing their positions.
130% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 33
16% more funds holding
Funds holding: 261 → 304 (+43)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less capital invested
Capital invested by funds: $7.26B → $6.99B (-$268M)
1.91% less ownership
Funds ownership: 97.87% → 95.96% (-1.9%)
16% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 108
77% less call options, than puts
Call options by funds: $1.34M | Put options by funds: $5.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$461M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$27.9M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$26.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$252M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$164M |
| 3 |
VH
ValueAct Holdings
San Francisco,
California
|
-$157M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$108M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$83.2M |
MSCI Hedge Fund Activity: Q1 2016 in Review
304 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2016, worth a combined $6.99B — down 3.7% from $7.26B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new MSCI positions and 33 closed out — a net gain of 43 holders — while 91 added to existing stakes and 108 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $461M. The largest seller was Independent Franchise Partners, cutting an estimated $252M.
- 304 institutional investors held MSCI (MSCI) as of Q1 2016, up from 261 in Q4 2015.
- Funds reported $6.99B of MSCI stock for Q1 2016, down 3.7% quarter-over-quarter.
- 76 funds opened new MSCI positions in Q1 2016 and 33 closed out, a net change of +43 holders.
- The largest MSCI buyer in Q1 2016 was Fidelity Investments, an estimated $461M added.
- The largest MSCI seller in Q1 2016 was Independent Franchise Partners, an estimated $252M sold.
Based on aggregated 13F filings for Q1 2016.