MSC Industrial Direct
480 hedge funds and large institutions have $5.52B invested in MSC Industrial Direct in 2026 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 158 increasing their positions, 142 reducing their positions, and 41 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
161% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 41
27% more capital invested
Capital invested by funds: $4.33B → $5.52B (+$1.19B)
15% more funds holding
Funds holding: 418 → 480 (+62)
11% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 142
0.83% less ownership
Funds ownership: 84.21% → 83.38% (-0.83%)
38% less call options, than puts
Call options by funds: $22.5M | Put options by funds: $36.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$44.6M |
| 2 |
FGP
Freestone Grove Partners
San Francisco,
California
|
+$33.3M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$27.2M |
| 4 |
IP
Interval Partners
New York
|
+$26M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$92.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$82.4M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$52M |
| 4 |
Millennium Management
New York
|
-$51M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$32.1M |
MSM Hedge Fund Activity: Q2 2026 in Review
480 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q2 2026, worth a combined $5.52B — up 27% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new MSM positions and 41 closed out — a net gain of 66 holders — while 158 added to existing stakes and 142 trimmed.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $44.6M. The largest seller was American Century Companies, cutting an estimated $92.3M.
- 480 institutional investors held MSC Industrial Direct (MSM) as of Q2 2026, up from 418 in Q1 2026.
- Funds reported $5.52B of MSC Industrial Direct stock for Q2 2026, up 27% quarter-over-quarter.
- 107 funds opened new MSC Industrial Direct positions in Q2 2026 and 41 closed out, a net change of +66 holders.
- The largest MSC Industrial Direct buyer in Q2 2026 was Alyeska Investment Group, an estimated $44.6M added.
- The largest MSC Industrial Direct seller in Q2 2026 was American Century Companies, an estimated $92.3M sold.
Based on aggregated 13F filings for Q2 2026.