MSA ranks #1297 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
MSA is a disclosed holding of Ruane Cunniff (Ruane, Cunniff & Goldfarb), one of the tracked superinvestors on AlphaSMO — it makes up 4.7% of that fund's own 13F portfolio.
463 institutions disclose a position in MSA, but none treat it as a major bet — even Southernsun Asset Management, LLC, its most concentrated holder, allocates just 4.7% of its own portfolio to it.
GHP Investment Advisors, Inc. has added to its MSA position for two straight quarters, increasing it by $4.1M to reach $6.5M today.
MSA is down 0.1% today, but institutions show net buying of $1.3B this quarter — a divergence between today's price move and the underlying institutional flow.