MSCI
MSCI
343 hedge funds and large institutions have $7.04B invested in MSCI in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 147 reducing their positions, and 47 closing their positions.
5,478% more call options, than puts
Call options by funds: $1.78M | Put options by funds: $32K
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 47
1% more funds holding
Funds holding: 341 → 343 (+2)
0.33% more ownership
Funds ownership: 94.58% → 94.91% (+0.33%)
6% less capital invested
Capital invested by funds: $7.51B → $7.04B (-$471M)
30% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$46.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$34.1M |
| 4 |
Morgan Stanley
New York
|
+$27.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$113M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$89.7M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$36.8M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$24.5M |
MSCI Hedge Fund Activity: Q4 2016 in Review
343 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2016, worth a combined $7.04B — down 6.3% from $7.51B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new MSCI positions and 47 closed out — a net gain of 8 holders — while 103 added to existing stakes and 147 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $46.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $113M.
- 343 institutional investors held MSCI (MSCI) as of Q4 2016, up from 341 in Q3 2016.
- Funds reported $7.04B of MSCI stock for Q4 2016, down 6.3% quarter-over-quarter.
- 55 funds opened new MSCI positions in Q4 2016 and 47 closed out, a net change of +8 holders.
- The largest MSCI buyer in Q4 2016 was AllianceBernstein, an estimated $46.1M added.
- The largest MSCI seller in Q4 2016 was T. Rowe Price Associates, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2016.