MSCI
MSCI
340 hedge funds and large institutions have $7.48B invested in MSCI in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 134 increasing their positions, 125 reducing their positions, and 24 closing their positions.
88% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 24
65% more call options, than puts
Call options by funds: $1.44M | Put options by funds: $873K
6% more funds holding
Funds holding: 322 → 340 (+18)
5% more capital invested
Capital invested by funds: $7.1B → $7.48B (+$377M)
7% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 125
0.82% less ownership
Funds ownership: 95.4% → 94.58% (-0.82%)
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 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$99.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$72.6M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$46.1M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$41.9M |
MSCI Hedge Fund Activity: Q3 2016 in Review
340 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2016, worth a combined $7.48B — up 5.3% from $7.1B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new MSCI positions and 24 closed out — a net gain of 21 holders — while 134 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.
- 340 institutional investors held MSCI (MSCI) as of Q3 2016, up from 322 in Q2 2016.
- Funds reported $7.48B of MSCI stock for Q3 2016, up 5.3% quarter-over-quarter.
- 45 funds opened new MSCI positions in Q3 2016 and 24 closed out, a net change of +21 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.