MSC Industrial Direct
MSM
412 hedge funds and large institutions have $4.38B invested in MSC Industrial Direct in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 61 closing their positions.
31% more call options, than puts
Call options by funds: $24.7M | Put options by funds: $18.8M
5% more capital invested
Capital invested by funds: $4.17B → $4.38B (+$209M)
1.95% more ownership
Funds ownership: 92.42% → 94.37% (+1.9%)
4% less funds holding
Funds holding: 431 → 412 (-19)
18% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 164
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
28% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$65.1M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$37M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$13M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$27.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.8M |
| 3 |
BlackRock
New York
|
-$25.8M |
| 4 |
NC
Nitorum Capital
New York
|
-$20.5M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$16.9M |
MSM Hedge Fund Activity: Q3 2023 in Review
412 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q3 2023, worth a combined $4.38B — up 5% from $4.17B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of MSM and 44 opened new positions — a net loss of 17 holders — while 164 trimmed existing stakes and 134 added.
The largest buyer was First Trust Advisors, adding an estimated $65.1M. The largest seller was Yacktman Asset Management, exiting entirely with an estimated $27.7M sold.
- 412 institutional investors held MSC Industrial Direct (MSM) as of Q3 2023, down from 431 in Q2 2023.
- Funds reported $4.38B of MSC Industrial Direct stock for Q3 2023, up 5% quarter-over-quarter.
- 44 funds opened new MSC Industrial Direct positions in Q3 2023 and 61 closed out, a net change of -17 holders.
- The largest MSC Industrial Direct buyer in Q3 2023 was First Trust Advisors, an estimated $65.1M added.
- The largest MSC Industrial Direct seller in Q3 2023 was Yacktman Asset Management, an estimated $27.7M sold.
Based on aggregated 13F filings for Q3 2023.