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MSCI
MSCI

850 hedge funds and large institutions have $44.9B invested in MSCI in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
122
Increased
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$6.88M +$44.5K +71 +0.6%
MCM
277
McKinley Capital Management
Alaska
$6.85M -$15.1K -24 -0.2%
MML Investors Services
278
MML Investors Services
Massachusetts
$6.83M +$967K +1,542 +16%
CB
279
Commerce Bank
Missouri
$6.78M -$190K -303 -3%
GC
280
Guggenheim Capital
Illinois
$6.78M +$2.11M +3,370 +44%
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$6.76M +$948K +1,512 +16%
WorldQuant Millennium Advisors
282
WorldQuant Millennium Advisors
New York
$6.76M +$6.92M +11,039 New
II
283
Inspire Investing
Idaho
$6.66M +$856K +1,365 +14%
IG
284
ING Group
Netherlands
$6.59M +$2.41M +3,840 +55%
II
285
IFM Investors
Australia
$6.57M -$55.2K -88 -0.8%
DCM
286
Dupont Capital Management
Delaware
$6.51M -$1.1M -1,759 -14%
PP
287
PDT Partners
New York
$6.37M -$627K -1,000 -9%
BAM
288
Blueshift Asset Management
New Jersey
$6.36M +$6.51M +10,386 New
COPPSERS
289
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.34M +$11.3K +18 +0.2%
LPARFS
290
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$6.14M +$2.52M +4,020 +67%
AWM
291
AE Wealth Management
Kansas
$6.04M -$450K -717 -7%
BS
292
Banco Santander
Spain
$6.03M +$164K +262 +3%
RCW
293
Rheos Capital Works
Japan
$6M -$14.4M -23,000 -70%
NAM
294
Nissay Asset Management
Japan
$5.89M -$1.09M -1,737 -15%
Luther King Capital Management (LKCM)
295
Luther King Capital Management (LKCM)
Texas
$5.88M -$9.41K -15 -0.2%
DCM
296
Donaldson Capital Management
Indiana
$5.83M -$38.9K -62 -0.6%
QT
297
Quantbot Technologies
New York
$5.66M +$5.17M +8,239 +826%
GT
298
Glenmede Trust
Pennsylvania
$5.51M +$213K +340 +4%
NEI
299
Northwest & Ethical Investments
Ontario, Canada
$5.47M +$376K +600 +7%
DWM
300
Dakota Wealth Management
Florida
$5.41M +$248K +395 +5%
10 11
12
13 14

MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.