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MSC Industrial Direct

234 hedge funds and large institutions have $4.24B invested in MSC Industrial Direct in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

4% more funds holding

Funds holding: 226234 (+8)

1.96% more ownership

Funds ownership: 105.48%107.44% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $4.42B → $4.24B (-$180M)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

81% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.68M

Holders
234
Holders Change
+8
Holders Change %
+3.54%
% of All Funds
6.24%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
41
Increased
70
Reduced
95
Closed
29
Calls
$325K
Puts
$1.68M
Net Calls
-$1.36M
Net Calls Change
-$751K
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$314M +$13.2M +162,473 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$271M -$691K -8,493 -0.3%
JHIU
3
Janus Henderson Investors US
Colorado
$251M +$6.75M +82,908 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$201M -$128M -1,577,270 -39%
JP Morgan Chase
5
JP Morgan Chase
New York
$198M -$86.6M -1,064,284 -30%
CCM
6
Cantillon Capital Management
New York
$190M +$112M +1,381,680 +145%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$147M +$1.05M +12,883 +0.7%
VVP
8
Vulcan Value Partners
Alabama
$134M +$134M +1,646,720 New
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$129M -$2.82M -34,634 -2%
WA
10
Wasatch Advisors
Utah
$125M -$35.3M -433,597 -22%
RA
11
Royce & Associates
New York
$119M -$2.42M -29,680 -2%
BFA
12
BlackRock Fund Advisors
California
$114M -$2.16M -26,539 -2%
NSCM
13
New South Capital Management
Tennessee
$112M +$3.71M +45,616 +3%
BIT
14
BlackRock Institutional Trust
California
$107M +$726K +8,915 +0.7%
State Street
15
State Street
Massachusetts
$101M -$1.38M -16,978 -1%
KI
16
Kalmar Investments
Delaware
$85.3M -$1.39M -17,044 -2%
FMI
17
Fiduciary Management Inc
Wisconsin
$82.8M +$33.9M +416,820 +69%
WHG
18
Westwood Holdings Group
Texas
$81.4M -$5.68M -69,728 -7%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$68M
Neuberger Berman Group
20
Neuberger Berman Group
New York
$58.5M -$3.63M -44,588 -6%
Fisher Asset Management
21
Fisher Asset Management
Washington
$56.3M -$768K -9,438 -1%
BAMCO Inc
22
BAMCO Inc
New York
$52.7M -$88.2K -1,083 -0.2%
Northern Trust
23
Northern Trust
Illinois
$52.1M +$1.96M +24,095 +4%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$50.1M +$1.22M +14,941 +2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$44.5M -$16.5M -202,797 -27%

MSM Hedge Fund Activity: Q4 2014 in Review

234 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q4 2014, worth a combined $4.24B — down 4.1% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MSM positions and 29 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $134M. The largest seller was Bank of New York Mellon, cutting an estimated $128M.

  • 234 institutional investors held MSC Industrial Direct (MSM) as of Q4 2014, up from 226 in Q3 2014.
  • Funds reported $4.24B of MSC Industrial Direct stock for Q4 2014, down 4.1% quarter-over-quarter.
  • 41 funds opened new MSC Industrial Direct positions in Q4 2014 and 29 closed out, a net change of +12 holders.
  • The largest MSC Industrial Direct buyer in Q4 2014 was Vulcan Value Partners, an estimated $134M added.
  • The largest MSC Industrial Direct seller in Q4 2014 was Bank of New York Mellon, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2014.