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MSCI
MSCI

Overview Fund Activity

910 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 310 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.19%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
310
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$247M
2
Edgewood Management
2
Edgewood Management
Connecticut
$875M
3
BlackRock
3
BlackRock
New York
$3.98B
4
Man Group
4
Man Group
United Kingdom
$153M
5
FPP
5
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
4
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
276
Modera Wealth Management
New Jersey
$6.73M +$7.29K +13 +0.1%
NYLIM
277
New York Life Investment Management
New York
$6.67M -$233K -415 -3%
ANTB
278
AMG National Trust Bank
Colorado
$6.64M – – –
TW
279
Transform Wealth
Colorado
$6.63M -$821K -1,464 -11%
CIM
280
Chiron Investment Management
New York
$6.6M +$6.6M +11,783 New
DnB Asset Management
281
DnB Asset Management
Norway
$6.56M -$2.47M -4,408 -27%
EW
282
Evoke Wealth
California
$6.46M +$6.46M +11,519 New
M&T Bank
283
M&T Bank
New York
$6.45M -$7.63M -13,621 -54%
First Trust Advisors
284
First Trust Advisors
Illinois
$6.34M +$2.82M +5,034 +80%
SOADOR
285
State of Alaska Department of Revenue
Alaska
$6.14M +$19.6K +35 +0.3%
CAM
286
Cresset Asset Management
Illinois
$6.08M +$1.38M +2,456 +29%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$6.07M +$893K +1,594 +17%
LCM
288
Logan Capital Management
Pennsylvania
$6.03M +$5.04K +9 +0.1%
Commonwealth Equity Services
289
Commonwealth Equity Services
Massachusetts
$5.93M +$42.6K +76 +0.7%
KJHP
290
K.J. Harrison & Partners
Ontario, Canada
$5.84M -$11.2K -20 -0.2%
KBC Group
291
KBC Group
Belgium
$5.77M -$41.4M -73,857 -88%
FIM
292
Fernwood Investment Management
Massachusetts
$5.76M +$71.2K +127 +1%
CSPIA
293
Cary Street Partners Investment Advisory
Virginia
$5.7M +$110K +196 +2%
BWP
294
Baldwin Wealth Partners
Massachusetts
$5.63M -$293K -522 -5%
IG
295
ING Group
Netherlands
$5.59M -$2.74M -4,893 -33%
QT
296
Quantbot Technologies
New York
$5.58M +$5.58M +9,949 New
YCM
297
Yousif Capital Management
Michigan
$5.58M -$102K -182 -2%
Janus Henderson Group
298
Janus Henderson Group
United Kingdom
$5.52M -$448K -799 -8%
BCM
299
Bayesian Capital Management
New York
$5.44M +$5.44M +9,713 New
LGF
300
LGT Group Foundation
Liechtenstein
$5.44M +$5.44M +9,698 New
10 11
12
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