MSG Networks Inc.
MSGN
MSGN was delisted on the 8th of July, 2021.
168 hedge funds and large institutions have $505M invested in MSG Networks Inc. in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 80 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% less funds holding
Funds holding: 181 → 168 (-13)
26% less call options, than puts
Call options by funds: $436K | Put options by funds: $593K
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
48% less capital invested
Capital invested by funds: $978M → $505M (-$473M)
58% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
+$22.5M |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
+$7.55M |
| 3 |
JP Morgan Chase
New York
|
+$2.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.53M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$24.3M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$19M |
| 3 |
Neuberger Berman Group
New York
|
-$11.4M |
| 4 |
Renaissance Technologies
New York
|
-$10.1M |
| 5 |
Millennium Management
New York
|
-$7.31M |
MSGN Hedge Fund Activity: Q1 2020 in Review
168 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in MSG Networks Inc. (MSGN) for Q1 2020, worth a combined $505M — down 48% from $978M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of MSGN and 22 opened new positions — a net loss of 10 holders — while 80 trimmed existing stakes and 34 added.
The largest buyer was Contrarius Investment Management, adding an estimated $22.5M. The largest seller was River Road Asset Management, cutting an estimated $24.3M.
- 168 institutional investors held MSG Networks Inc. (MSGN) as of Q1 2020, down from 181 in Q4 2019.
- Funds reported $505M of MSG Networks Inc. stock for Q1 2020, down 48% quarter-over-quarter.
- 22 funds opened new MSG Networks Inc. positions in Q1 2020 and 32 closed out, a net change of -10 holders.
- The largest MSG Networks Inc. buyer in Q1 2020 was Contrarius Investment Management, an estimated $22.5M added.
- The largest MSG Networks Inc. seller in Q1 2020 was River Road Asset Management, an estimated $24.3M sold.
Based on aggregated 13F filings for Q1 2020.