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MSC Industrial Direct

283 hedge funds and large institutions have $3.39B invested in MSC Industrial Direct in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 99 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $3.43B → $3.39B (-$46.2M)

2.97% less ownership

Funds ownership: 101.27%98.3% (-3%)

7% less funds holding

Funds holding: 304283 (-21)

16% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 118

44% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 41

84% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $6.79M

Holders
283
Holders Change
-21
Holders Change %
-6.91%
% of All Funds
7.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
23
Increased
99
Reduced
118
Closed
41
Calls
$1.11M
Puts
$6.79M
Net Calls
-$5.68M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
26
Vulcan Value Partners
Alabama
$28.3M -$56.2K -773 -0.2%
Deutsche Bank
27
Deutsche Bank
Germany
$26.8M +$9.44M +129,910 +55%
MAMU
28
Marathon Asset Management (UK)
United Kingdom
$25.1M -$1.33M -18,294 -5%
WA
29
Wasatch Advisors
Utah
$24.9M -$329K -4,525 -1%
AllianceBernstein
30
AllianceBernstein
Tennessee
$24.7M +$3M +41,253 +14%
KI
31
Kalmar Investments
Delaware
$24.7M -$1.74M -23,955 -7%
HIM
32
Hermes Investment Management
United Kingdom
$24M +$1.66M +22,835 +7%
Ohio Public Employees Retirement System (OPERS)
33
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.1M -$972K -13,373 -4%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$23.1M -$762K -10,485 -3%
RJA
35
Raymond James & Associates
Florida
$22.5M +$1.48M +20,430 +7%
AQR Capital Management
36
AQR Capital Management
Connecticut
$20.5M -$11.3M -155,631 -36%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$20.4M -$17.1M -234,647 -46%
SIMG
38
Stephens Investment Management Group
Texas
$20.3M +$1.48M +20,346 +8%
GT
39
Glenmede Trust
Pennsylvania
$19.9M +$18.9M +260,223 +2,517%
SIC
40
Schwartz Investment Counsel
Michigan
$19.5M
CIM
41
Confluence Investment Management
Missouri
$19.4M +$1.01M +13,889 +6%
First Trust Advisors
42
First Trust Advisors
Illinois
$18.5M +$3.78M +52,086 +26%
FQ
43
First Quadrant
California
$17.9M +$1.44M +19,876 +9%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$17.7M +$6.68M +91,914 +61%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$17.4M -$13.9M -191,200 -45%
ESCM
46
Echo Street Capital Management
New York
$17.2M +$10.1M +138,598 +145%
Charles Schwab
47
Charles Schwab
California
$17.1M +$3.63M +49,980 +27%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$16.2M -$4.06M -55,891 -20%
MPIA
49
Mountain Pacific Investment Advisers
Idaho
$15.4M -$41.1K -565 -0.3%
WI
50
WBI Investments
New Jersey
$14.9M +$14.8M +203,548 New

MSM Hedge Fund Activity: Q3 2016 in Review

283 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q3 2016, worth a combined $3.39B — down 1.3% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of MSM and 23 opened new positions — a net loss of 18 holders — while 118 trimmed existing stakes and 99 added.

The largest buyer was JP Morgan Chase, adding an estimated $30.4M. The largest seller was Royce & Associates, cutting an estimated $32.1M.

  • 283 institutional investors held MSC Industrial Direct (MSM) as of Q3 2016, down from 304 in Q2 2016.
  • Funds reported $3.39B of MSC Industrial Direct stock for Q3 2016, down 1.3% quarter-over-quarter.
  • 23 funds opened new MSC Industrial Direct positions in Q3 2016 and 41 closed out, a net change of -18 holders.
  • The largest MSC Industrial Direct buyer in Q3 2016 was JP Morgan Chase, an estimated $30.4M added.
  • The largest MSC Industrial Direct seller in Q3 2016 was Royce & Associates, an estimated $32.1M sold.

Based on aggregated 13F filings for Q3 2016.