MSCI
MSCI
685 hedge funds and large institutions have $26.7B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 229 increasing their positions, 288 reducing their positions, and 54 closing their positions.
77% more call options, than puts
Call options by funds: $166M | Put options by funds: $93.8M
65% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 54
5% more funds holding
Funds holding: 654 → 685 (+31)
0.41% less ownership
Funds ownership: 89.91% → 89.5% (-0.41%)
20% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 288
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
31% less capital inflows, than outflows
Capital inflows: $1.26B | Capital outflows: $1.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Melvin Capital Management
New York
|
+$136M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$112M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$40.8M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$38.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
C WorldWide Group
Copenhagen,
Denmark
|
-$253M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
-$213M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$135M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$119M |
| 5 |
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$99.4M |
MSCI Hedge Fund Activity: Q3 2020 in Review
685 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2020, worth a combined $26.7B — up 4.4% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new MSCI positions and 54 closed out — a net gain of 35 holders — while 229 added to existing stakes and 288 trimmed.
The largest buyer was Melvin Capital Management, opening a new position worth an estimated $136M. The largest seller was C WorldWide Group, cutting an estimated $253M.
- 685 institutional investors held MSCI (MSCI) as of Q3 2020, up from 654 in Q2 2020.
- Funds reported $26.7B of MSCI stock for Q3 2020, up 4.4% quarter-over-quarter.
- 89 funds opened new MSCI positions in Q3 2020 and 54 closed out, a net change of +35 holders.
- The largest MSCI buyer in Q3 2020 was Melvin Capital Management, an estimated $136M added.
- The largest MSCI seller in Q3 2020 was C WorldWide Group, an estimated $253M sold.
Based on aggregated 13F filings for Q3 2020.