MSCI
MSCI
341 hedge funds and large institutions have $7.51B invested in MSCI in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 23 closing their positions.
96% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 23
65% more call options, than puts
Call options by funds: $1.44M | Put options by funds: $873K
7% more capital invested
Capital invested by funds: $7.03B → $7.51B (+$481M)
6% more funds holding
Funds holding: 322 → 341 (+19)
8% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 125
0.13% more ownership
Funds ownership: 94.45% → 94.58% (+0.13%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$79.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$33.5M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$31.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$22M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$100M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$72.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$46.1M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$41.9M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$38.2M |
MSCI Hedge Fund Activity: Q3 2016 in Review
341 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2016, worth a combined $7.51B — up 6.8% from $7.03B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new MSCI positions and 23 closed out — a net gain of 22 holders — while 135 added to existing stakes and 125 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $79.5M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $100M sold.
- 341 institutional investors held MSCI (MSCI) as of Q3 2016, up from 322 in Q2 2016.
- Funds reported $7.51B of MSCI stock for Q3 2016, up 6.8% quarter-over-quarter.
- 45 funds opened new MSCI positions in Q3 2016 and 23 closed out, a net change of +22 holders.
- The largest MSCI buyer in Q3 2016 was Morgan Stanley, an estimated $79.5M added.
- The largest MSCI seller in Q3 2016 was ValueAct Holdings, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2016.