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MSCI
MSCI

Overview Fund Activity

343 hedge funds and large institutions have $7.04B invested in MSCI in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 103 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
8.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
56
Increased
103
Reduced
146
Closed
46
Calls
$1.79M
Puts
$32K
Net Calls
+$1.75M
Net Calls Change
+$1.19M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$45.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$37M
3
American Century Companies
American Century Companies
Missouri
+$33.4M
4
Morgan Stanley
Morgan Stanley
New York
+$26.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$111M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$87.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39M
4
Principal Financial Group
Principal Financial Group
Iowa
-$36M
5
Macquarie Group
Macquarie Group
Australia
-$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
301
Ladenburg Thalmann Financial Services
Florida
$43K +$12.6K +158 +42%
SGAM
302
Smith Group Asset Management
Texas
$42K -$3.17K -40 -7%
FANJ
303
Financial Architects (New Jersey)
New Jersey
$38K – – –
IA
304
IFP Advisors
Florida
$33K +$5K +63 +18%
PHK
305
Point72 Hong Kong
Hong Kong
$31K -$24.9K -312 -45%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$30K +$30K +369 New
National Pension Service
307
National Pension Service
South Korea
$29K +$12.8K +165 +79%
Creative Planning
308
Creative Planning
Kansas
$22K -$12.1K -157 -36%
PCM
309
Penserra Capital Management
California
$22K +$3.14K +40 +17%
CMBA
310
C.M. Bidwell & Associates
Hawaii
$20K – – –
IR
311
Invictus RG
Bermuda
$13K -$16.2K -204 -55%
AA
312
Ancora Advisors
Ohio
$12K +$12K +151 New
MWM
313
MinichMacGregor Wealth Management
New York
$12K +$12K +161 New
CGT
314
Capital Guardian Trust
California
$10K – – –
GAM
315
Gemmer Asset Management
California
$10K – – –
MBT
316
Monroe Bank & Trust
Michigan
$10K +$10K +128 New
BWP
317
Baldwin Wealth Partners
Massachusetts
$8K – – –
VCM
318
Versant Capital Management
Arizona
$7K – – –
GI
319
Gradient Investments
Minnesota
$6K – – –
BGIM
320
Brandywine Global Investment Management
Pennsylvania
$6K +$1.18K +14 +25%
WCBA
321
Weaver C. Barksdale & Associates
Tennessee
$6K +$1.28K +17 +27%
IUHSA
322
Itau Unibanco Holding S.A.
Brazil
$5K +$5K +60 New
SPIA
323
Steward Partners Investment Advisory
New York
$5K +$5K +65 New
PA
324
Parallel Advisors
California
$5K +$5K +66 New
MFS
325
MSI Financial Services
Massachusetts
$4K – – –
11 12
13
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