MSA ranks #1300 out of 37501 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.
460 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.
Jones Financial Companies Lllp has added to its MSA position for two straight quarters, increasing it by $89.3M to reach $89.3M today.
Champlain Investment Partners, LLC has trimmed its MSA position for two straight quarters, cutting it by $114.0M while still holding $55.9M.
MSA is up 1.5% today, and institutions have been net buyers of $1.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.