MSCI
MSCI
513 hedge funds and large institutions have $15.6B invested in MSCI in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 205 reducing their positions, and 39 closing their positions.
62% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 39
34% more capital invested
Capital invested by funds: $11.7B → $15.6B (+$3.95B)
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
4% more funds holding
Funds holding: 493 → 513 (+20)
3.24% more ownership
Funds ownership: 89.94% → 93.18% (+3.2%)
11% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 205
42% less call options, than puts
Call options by funds: $32.5M | Put options by funds: $56.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$87.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$71M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$63.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$56.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$77M |
| 2 |
Janus Henderson Group
London,
|
-$76.4M |
| 3 |
Morgan Stanley
New York
|
-$64.8M |
| 4 |
Goldman Sachs
New York
|
-$51.4M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$51.2M |
MSCI Hedge Fund Activity: Q1 2019 in Review
513 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2019, worth a combined $15.6B — up 34% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new MSCI positions and 39 closed out — a net gain of 24 holders — while 182 added to existing stakes and 205 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $87.5M. The largest seller was Vanguard Group, cutting an estimated $77M.
- 513 institutional investors held MSCI (MSCI) as of Q1 2019, up from 493 in Q4 2018.
- Funds reported $15.6B of MSCI stock for Q1 2019, up 34% quarter-over-quarter.
- 63 funds opened new MSCI positions in Q1 2019 and 39 closed out, a net change of +24 holders.
- The largest MSCI buyer in Q1 2019 was JP Morgan Chase, an estimated $87.5M added.
- The largest MSCI seller in Q1 2019 was Vanguard Group, an estimated $77M sold.
Based on aggregated 13F filings for Q1 2019.