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Madison Square Garden

196 hedge funds and large institutions have $3.45B invested in Madison Square Garden in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.38B → $3.45B (+$66.3M)

9% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 76

5% less funds holding

Funds holding: 207196 (-11)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

72% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $8.47M

Holders
196
Holders Change
-11
Holders Change %
-5.31%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
25
Increased
69
Reduced
76
Closed
33
Calls
$2.4M
Puts
$8.47M
Net Calls
-$6.07M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
1
Luxor Capital Group
New York
$334M +$45.9M +1,092,598 +16%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$319M +$3.53M +83,980 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$200M +$5.89M +140,136 +3%
Deutsche Bank
4
Deutsche Bank
Germany
$192M +$103M +2,460,101 +114%
GI
5
GAMCO Investors
Connecticut
$170M -$2.41M -57,372 -1%
ClearBridge Investments
6
ClearBridge Investments
New York
$160M -$692K -16,454 -0.4%
JCMLC
7
JAT Capital Management LP (Connecticut)
Connecticut
$134M +$32.4M +771,763 +31%
State Street
8
State Street
Massachusetts
$129M +$61.3M +1,457,653 +88%
BIT
9
BlackRock Institutional Trust
California
$94.9M +$6.2M +147,431 +7%
AI
10
Ariel Investments
Illinois
$91.2M -$9.71M -230,938 -9%
Morgan Stanley
11
Morgan Stanley
New York
$90M -$13.9M -331,109 -13%
GF
12
Gabelli Funds
New York
$88.1M -$1.35M -32,106 -1%
BAMCO Inc
13
BAMCO Inc
New York
$78.4M
Renaissance Technologies
14
Renaissance Technologies
New York
$65.3M +$39.8M +947,612 +151%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$62.1M +$8.84M +210,145 +16%
VM
16
Valinor Management
New York
$54.2M +$1.34M +31,898 +3%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$51.6M +$314K +7,478 +0.6%
JP Morgan Chase
18
JP Morgan Chase
New York
$46.1M +$13M +308,453 +38%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$45.2M -$5.39M -128,310 -11%
SRFM
20
Shannon River Fund Management
New York
$43.8M +$17.5M +415,413 +65%
BAM
21
Burgundy Asset Management
Ontario, Canada
$42.2M +$228K +5,426 +0.5%
NCA
22
Newbrook Capital Advisors
New York
$37.3M -$31.2M -742,147 -45%
KAM
23
Keeley Asset Management
Illinois
$37.1M -$142K -3,379 -0.4%
PP
24
Prudential plc
United Kingdom
$33.3M -$4.14M -98,429 -11%
RIM
25
Rainier Investment Management
Washington
$32.3M +$7.35M +174,704 +29%

MSGS Hedge Fund Activity: Q3 2013 in Review

196 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Madison Square Garden (MSGS) for Q3 2013, worth a combined $3.45B — up 2% from $3.38B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of MSGS and 25 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 69 added.

The largest buyer was Deutsche Bank, adding an estimated $103M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $35.6M sold.

  • 196 institutional investors held Madison Square Garden (MSGS) as of Q3 2013, down from 207 in Q2 2013.
  • Funds reported $3.45B of Madison Square Garden stock for Q3 2013, up 2% quarter-over-quarter.
  • 25 funds opened new Madison Square Garden positions in Q3 2013 and 33 closed out, a net change of -8 holders.
  • The largest Madison Square Garden buyer in Q3 2013 was Deutsche Bank, an estimated $103M added.
  • The largest Madison Square Garden seller in Q3 2013 was Weiss Multi-Strategy Advisers, an estimated $35.6M sold.

Based on aggregated 13F filings for Q3 2013.