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MSCI
MSCI

Overview Fund Activity

1,055 hedge funds and large institutions have $42.3B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 400 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+69
Holders Change %
+7%
% of All Funds
14.04%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
161
Increased
400
Reduced
354
Closed
76
Calls
$98.3M
Puts
$172M
Net Calls
-$74.1M
Net Calls Change
-$29.4M

Top Buyers

1
EQF
Evergreen Quality Fund
Cayman Islands
+$354M
2
Bessemer Group
Bessemer Group
New Jersey
+$350M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$245M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$191M
5
UBS Group
UBS Group
Switzerland
+$115M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$433M
2
BlackRock
BlackRock
New York
-$215M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$213M
4
Millennium Management
Millennium Management
New York
-$149M
5
SGA
Sustainable Growth Advisers
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$9.04M +$1.11M +1,843 +14%
SGA
277
Strategic Global Advisors
California
$9.03M +$371K +618 +4%
Axa
278
Axa
France
$8.73M -$19M -31,707 -69%
II
279
IFM Investors
Australia
$8.67M -$859K -1,432 -9%
TAM
280
Thematics Asset Management
France
$8.51M -$609K -1,015 -7%
MFWM
281
Motley Fool Wealth Management
Virginia
$8.46M -$286K -480 -3%
TCBWMS
282
Texas Capital Bank Wealth Management Services
Texas
$8.43M +$13.8K +23 +0.2%
TG
283
TCW Group
California
$8.29M -$3.08M -5,135 -27%
LOAME
284
Lombard Odier Asset Management (Europe)
United Kingdom
$8.22M -$3.94M -6,561 -32%
SCM
285
Silvant Capital Management
Georgia
$8.16M – – –
LA
286
LBP AM
France
$8.12M +$8.12M +13,537 New
CM
287
Crestline Management
Texas
$8.12M -$198K -330 -2%
AWP
288
Ascent Wealth Partners
New York
$8.03M -$35.4K -59 -0.4%
DnB Asset Management
289
DnB Asset Management
Norway
$7.99M +$143K +239 +2%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$7.69M +$964K +1,606 +14%
MC
291
Middleton & Co
Massachusetts
$7.62M -$6.6K -11 -0.1%
URS
292
Utah Retirement Systems
Utah
$7.59M -$60K -100 -0.8%
KBC Group
293
KBC Group
Belgium
$7.48M +$158K +263 +2%
CWM
294
CIBC World Markets
New York
$7.42M -$1.72M -2,866 -19%
FAF
295
Fjarde Ap-fonden
Sweden
$7.39M -$2.04M -3,400 -22%
IC
296
IEQ Capital
California
$7.38M +$3.64M +6,072 +97%
BA
297
Bellwether Advisors
Nebraska
$7.34M +$710K +1,184 +11%
M&T Bank
298
M&T Bank
New York
$7.34M -$281K -468 -4%
Creative Planning
299
Creative Planning
Kansas
$7.24M +$584K +974 +9%
TI
300
Tidal Investments
Wisconsin
$7.24M -$90K -150 -1%
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