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341 hedge funds and large institutions have $8.44B invested in MSCI in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $7.04B → $8.44B (+$1.4B)

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

1.07% more ownership

Funds ownership: 94.9%95.97% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 343341 (-2)

28% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 148

76% less call options, than puts

Call options by funds: $4.33M | Put options by funds: $18.2M

Holders
341
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
50
Increased
107
Reduced
148
Closed
44
Calls
$4.33M
Puts
$18.2M
Net Calls
-$13.9M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$931M -$196M -2,158,306 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$838M +$15.8M +174,154 +2%
BlackRock
3
BlackRock
New York
$799M +$731M +8,068,258 +5,307%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$658M +$17.9M +198,023 +3%
JHIU
5
Janus Henderson Investors US
Colorado
$394M -$47.4M -523,242 -11%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$328M +$12.7M +140,018 +4%
Morgan Stanley
7
Morgan Stanley
New York
$327M +$14.6M +160,690 +5%
State Street
8
State Street
Massachusetts
$285M -$3.85M -42,493 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$245M -$69.9M -772,058 -23%
BAMCO Inc
10
BAMCO Inc
New York
$217M -$11.3M -125,250 -5%
American Century Companies
11
American Century Companies
Missouri
$179M -$14.4M -159,041 -8%
DCP
12
Darsana Capital Partners
New York
$160M -$40.8M -450,000 -21%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$111M +$6.64M +73,287 +7%
JP Morgan Chase
14
JP Morgan Chase
New York
$99M -$25.5M -281,975 -22%
Principal Financial Group
15
Principal Financial Group
Iowa
$89.5M -$1.24M -13,710 -1%
Norges Bank
16
Norges Bank
Norway
$88.3M +$1.59M +17,512 +2%
FPP
17
Findlay Park Partners
United Kingdom
$86.5M +$61.6M +679,729 +323%
Northern Trust
18
Northern Trust
Illinois
$81.8M -$1.65M -18,216 -2%
AllianceBernstein
19
AllianceBernstein
Tennessee
$80.7M +$3.55M +39,210 +5%
JSP
20
Jackson Square Partners
California
$77.7M -$7.11M -78,479 -9%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$74.2M +$381K +4,203 +0.6%
Ameriprise
22
Ameriprise
Minnesota
$74.1M +$15.3M +169,058 +28%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$72.3M +$14.4M +159,381 +27%
AQR Capital Management
24
AQR Capital Management
Connecticut
$71.5M -$12.9M -141,858 -16%
Goldman Sachs
25
Goldman Sachs
New York
$59.1M -$38.8M -427,704 -41%

MSCI Hedge Fund Activity: Q1 2017 in Review

341 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2017, worth a combined $8.44B — up 20% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MSCI positions and 44 closed out — a net gain of 6 holders — while 107 added to existing stakes and 148 trimmed.

The largest buyer was BlackRock, adding an estimated $731M. The largest seller was Fidelity Investments, cutting an estimated $196M.

  • 341 institutional investors held MSCI (MSCI) as of Q1 2017, down from 343 in Q4 2016.
  • Funds reported $8.44B of MSCI stock for Q1 2017, up 20% quarter-over-quarter.
  • 50 funds opened new MSCI positions in Q1 2017 and 44 closed out, a net change of +6 holders.
  • The largest MSCI buyer in Q1 2017 was BlackRock, an estimated $731M added.
  • The largest MSCI seller in Q1 2017 was Fidelity Investments, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2017.