MSCI
MSCI
549 hedge funds and large institutions have $17B invested in MSCI in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 206 increasing their positions, 202 reducing their positions, and 54 closing their positions.
28% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 54
3% more funds holding
Funds holding: 535 → 549 (+14)
2% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 202
0.16% less ownership
Funds ownership: 92.9% → 92.74% (-0.16%)
9% less capital invested
Capital invested by funds: $18.7B → $17B (-$1.68B)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
79% less call options, than puts
Call options by funds: $44.3M | Put options by funds: $213M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$480M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$93.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$67.9M |
| 4 |
JP Morgan Chase
New York
|
+$44.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$224M |
| 2 |
Goldman Sachs
New York
|
-$114M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$93M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$88.5M |
| 5 |
Man Group
London,
United Kingdom
|
-$52M |
MSCI Hedge Fund Activity: Q3 2019 in Review
549 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2019, worth a combined $17B — down 9% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new MSCI positions and 54 closed out — a net gain of 15 holders — while 206 added to existing stakes and 202 trimmed.
The largest buyer was Polen Capital Management, opening a new position worth an estimated $480M. The largest seller was Morgan Stanley, cutting an estimated $224M.
- 549 institutional investors held MSCI (MSCI) as of Q3 2019, up from 535 in Q2 2019.
- Funds reported $17B of MSCI stock for Q3 2019, down 9% quarter-over-quarter.
- 69 funds opened new MSCI positions in Q3 2019 and 54 closed out, a net change of +15 holders.
- The largest MSCI buyer in Q3 2019 was Polen Capital Management, an estimated $480M added.
- The largest MSCI seller in Q3 2019 was Morgan Stanley, an estimated $224M sold.
Based on aggregated 13F filings for Q3 2019.