MSCI
MSCI
415 hedge funds and large institutions have $10.5B invested in MSCI in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 15 closing their positions.
367% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 15
15% more funds holding
Funds holding: 362 → 415 (+53)
4% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 146
1.62% less ownership
Funds ownership: 93.95% → 92.33% (-1.6%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
18% less capital inflows, than outflows
Capital inflows: $786M | Capital outflows: $957M
22% less call options, than puts
Call options by funds: $6.68M | Put options by funds: $8.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$66.3M |
| 2 |
BlackRock
New York
|
+$56.9M |
| 3 |
Renaissance Technologies
New York
|
+$39.2M |
| 4 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$36.4M |
| 5 |
Goldman Sachs
New York
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$284M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$131M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.5M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$55.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.1M |
MSCI Hedge Fund Activity: Q4 2017 in Review
415 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2017, worth a combined $10.5B — up 6.4% from $9.89B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new MSCI positions and 15 closed out — a net gain of 55 holders — while 152 added to existing stakes and 146 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $66.3M. The largest seller was Morgan Stanley, cutting an estimated $284M.
- 415 institutional investors held MSCI (MSCI) as of Q4 2017, up from 362 in Q3 2017.
- Funds reported $10.5B of MSCI stock for Q4 2017, up 6.4% quarter-over-quarter.
- 70 funds opened new MSCI positions in Q4 2017 and 15 closed out, a net change of +55 holders.
- The largest MSCI buyer in Q4 2017 was VOYA Investment Management, an estimated $66.3M added.
- The largest MSCI seller in Q4 2017 was Morgan Stanley, an estimated $284M sold.
Based on aggregated 13F filings for Q4 2017.