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MSCI
MSCI

762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683 → 762 (+79)

0.72% more ownership

Funds ownership: 89.46% → 90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
251
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.37M +$4.02M +10,237 +254%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$6.33M -$223K -569 -4%
EP
253
Edgestream Partners
New Jersey
$6.24M +$5.48M +13,964 New
CB
254
Commerce Bank
Missouri
$6.18M -$454K -1,157 -8%
MSL
255
Mackay Shields LLC
New York
$6.18M -$1.32M -3,373 -20%
ELI
256
Empire Life Investments
Ontario, Canada
$6.17M +$102K +259 +2%
TAMH
257
Taikang Asset Management (HK)
Hong Kong
$6.14M +$842K +2,145 +18%
PFM
258
Premier Fund Managers
United Kingdom
$6.11M -$4.8M -12,230 -47%
JIR
259
James Investment Research
Ohio
$5.99M +$2.04M +5,204 +63%
TPCW
260
TD Private Client Wealth
New York
$5.99M +$354K +901 +7%
Brown Advisory
261
Brown Advisory
Maryland
$5.86M +$231K +590 +5%
Simplex Trading
262
Simplex Trading
Illinois
$5.78M +$5.08M +12,949 New
EAMA
263
EFG Asset Management (Americas)
Florida
$5.72M +$95.7K +244 +2%
DWM
264
Darwin Wealth Management
Florida
$5.66M +$833K +2,122 +20%
SLAM
265
Swiss Life Asset Management
$5.61M +$4.93M +12,570 New
CIC
266
Chase Investment Counsel
Virginia
$5.5M +$44.7K +114 +0.9%
LCM
267
Logan Capital Management
Pennsylvania
$5.48M +$49.8K +127 +1%
MCM
268
McKinley Capital Management
Alaska
$5.46M +$536K +1,365 +13%
GT
269
Glenmede Trust
Pennsylvania
$5.43M +$168K +429 +4%
Alyeska Investment Group
270
Alyeska Investment Group
Illinois
$5.4M -$11.6M -29,522 -71%
RE
271
RBC Europe
United Kingdom
$5.38M +$2.99M +7,632 +173%
X
272
Xponance
Pennsylvania
$5.36M +$62K +158 +1%
SAM
273
Stenahm Asset Management
Guernsey
$5.36M +$4.71M +12,000 New
DWM
274
Dakota Wealth Management
Florida
$5.31M +$3.14K +8 +0.1%
ANTB
275
AMG National Trust Bank
Colorado
$5.27M +$14.5K +37 +0.3%
9 10
11
12 13

MSCI Hedge Fund Activity: Q4 2020 in Review

762 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2020, worth a combined $33.5B — up 26% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MSCI positions and 56 closed out — a net gain of 84 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 762 institutional investors held MSCI (MSCI) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $33.5B of MSCI stock for Q4 2020, up 26% quarter-over-quarter.
  • 140 funds opened new MSCI positions in Q4 2020 and 56 closed out, a net change of +84 holders.
  • The largest MSCI buyer in Q4 2020 was Sustainable Growth Advisers, an estimated $190M added.
  • The largest MSCI seller in Q4 2020 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.