MSCI
MSCI
607 hedge funds and large institutions have $20B invested in MSCI in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 35 closing their positions.
191% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 35
17% more capital invested
Capital invested by funds: $17B → $20B (+$2.96B)
11% more funds holding
Funds holding: 549 → 607 (+58)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 211
1.43% less ownership
Funds ownership: 92.74% → 91.31% (-1.4%)
59% less call options, than puts
Call options by funds: $42.4M | Put options by funds: $105M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$158M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$50M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$46M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$45.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$44.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$224M |
| 2 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$110M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$76.2M |
| 4 |
JP Morgan Chase
New York
|
-$63.6M |
| 5 |
Bank of New York Mellon
New York
|
-$59.7M |
MSCI Hedge Fund Activity: Q4 2019 in Review
607 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2019, worth a combined $20B — up 17% from $17B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new MSCI positions and 35 closed out — a net gain of 67 holders — while 211 added to existing stakes and 211 trimmed.
The largest buyer was Capital International Investors, adding an estimated $158M. The largest seller was Janus Henderson Group, cutting an estimated $224M.
- 607 institutional investors held MSCI (MSCI) as of Q4 2019, up from 549 in Q3 2019.
- Funds reported $20B of MSCI stock for Q4 2019, up 17% quarter-over-quarter.
- 102 funds opened new MSCI positions in Q4 2019 and 35 closed out, a net change of +67 holders.
- The largest MSCI buyer in Q4 2019 was Capital International Investors, an estimated $158M added.
- The largest MSCI seller in Q4 2019 was Janus Henderson Group, an estimated $224M sold.
Based on aggregated 13F filings for Q4 2019.