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MSC Industrial Direct

232 hedge funds and large institutions have $5.02B invested in MSC Industrial Direct in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more capital invested

Capital invested by funds: $4.51B → $5.02B (+$507M)

4% more funds holding

Funds holding: 224232 (+8)

0.82% less ownership

Funds ownership: 108.54%107.72% (-0.82%)

14% less call options, than puts

Call options by funds: $1.89M | Put options by funds: $2.2M

14% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 91

Holders
232
Holders Change
+8
Holders Change %
+3.57%
% of All Funds
6.67%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
24
Increased
78
Reduced
91
Closed
15
Calls
$1.89M
Puts
$2.2M
Net Calls
-$307K
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$402M +$44.1M +485,298 +13%
Select Equity Group
2
Select Equity Group
New York
$354M +$91.5M +1,006,771 +37%
JP Morgan Chase
3
JP Morgan Chase
New York
$342M -$46.3M -509,172 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$316M +$1.96M +21,576 +0.7%
JHIU
5
Janus Henderson Investors US
Colorado
$241M +$42.7M +469,748 +23%
WA
6
Wasatch Advisors
Utah
$190M -$13.5M -148,472 -7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$174M +$1M +11,042 +0.6%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$167M -$43.9M -482,716 -22%
RA
9
Royce & Associates
New York
$153M -$7.09M -78,070 -5%
NSCM
10
New South Capital Management
Tennessee
$132M -$902K -9,931 -0.7%
PIM
11
Perkins Investment Management
Illinois
$131M -$3.72M -40,927 -3%
BFA
12
BlackRock Fund Advisors
California
$123M +$7.63M +83,975 +7%
BIT
13
BlackRock Institutional Trust
California
$122M -$2.48M -27,260 -2%
WHG
14
Westwood Holdings Group
Texas
$118M -$3.31M -36,480 -3%
State Street
15
State Street
Massachusetts
$117M +$67.6K +744 +0.1%
KI
16
Kalmar Investments
Delaware
$103M +$548K +6,035 +0.6%
CCM
17
Cantillon Capital Management
New York
$92.6M +$90.9K +1,000 +0.1%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$80.1M
Neuberger Berman Group
19
Neuberger Berman Group
New York
$78.3M -$2.06M -22,705 -3%
Norges Bank
20
Norges Bank
Norway
$72.4M +$34.4M +378,289 +100%
Fisher Asset Management
21
Fisher Asset Management
Washington
$66.4M -$2.18M -23,994 -3%
Bessemer Group
22
Bessemer Group
New Jersey
$64.6M -$15.6M -171,336 -20%
BAMCO Inc
23
BAMCO Inc
New York
$62.1M
AllianceBernstein
24
AllianceBernstein
Tennessee
$57.7M +$51.4M +566,128 +1,528%
FMI
25
Fiduciary Management Inc
Wisconsin
$57M +$1.65M +18,210 +3%

MSM Hedge Fund Activity: Q2 2014 in Review

232 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q2 2014, worth a combined $5.02B — up 11% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MSM positions and 15 closed out — a net gain of 9 holders — while 78 added to existing stakes and 91 trimmed.

The largest buyer was Select Equity Group, adding an estimated $91.5M. The largest seller was JP Morgan Chase, cutting an estimated $46.3M.

  • 232 institutional investors held MSC Industrial Direct (MSM) as of Q2 2014, up from 224 in Q1 2014.
  • Funds reported $5.02B of MSC Industrial Direct stock for Q2 2014, up 11% quarter-over-quarter.
  • 24 funds opened new MSC Industrial Direct positions in Q2 2014 and 15 closed out, a net change of +9 holders.
  • The largest MSC Industrial Direct buyer in Q2 2014 was Select Equity Group, an estimated $91.5M added.
  • The largest MSC Industrial Direct seller in Q2 2014 was JP Morgan Chase, an estimated $46.3M sold.

Based on aggregated 13F filings for Q2 2014.