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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
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$3.74M +$28.3K +72 +0.9%
Macquarie Group
302
Macquarie Group
Australia
$3.68M -$756K -1,927 -19%
PAG
303
Private Advisor Group
New Jersey
$3.66M +$128K +327 +4%
SAM
304
Security Asset Management
New York
$3.65M +$887K +2,260 +38%
ET
305
Equitable Trust
Tennessee
$3.65M -$110K -280 -3%
II
306
IFM Investors
Australia
$3.61M +$405K +1,033 +15%
PI
307
PEAK6 Investments
Illinois
$3.6M +$3.17M +8,073 New
NIA
308
Northstar Investment Advisors
Colorado
$3.49M +$174K +443 +6%
O
309
Ossiam
France
$3.43M +$651K +1,659 +28%
ECM
310
ExodusPoint Capital Management
New York
$3.42M -$5.75M -14,667 -66%
SMDAM
311
Sumitomo Mitsui DS Asset Management
Japan
$3.41M +$809K +2,061 +37%
CIS
312
Capital International Sarl
California
$3.4M -$19.6K -50 -0.7%
CC
313
Cipher Capital
New York
$3.36M +$607K +1,546 +26%
SAM
314
Securian Asset Management
Minnesota
$3.34M -$110K -281 -4%
ACM
315
Alcosta Capital Management
California
$3.33M +$2.93M +7,460 New
BAM
316
Blueshift Asset Management
New Jersey
$3.28M +$1.47M +3,740 +104%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$3.2M -$3.69M -9,412 -57%
EAM
318
Eventide Asset Management
Massachusetts
$3.19M +$1.04M +2,650 +59%
WCA
319
Waratah Capital Advisors
Ontario, Canada
$3.18M +$2.43M +6,203 +681%
TRSOTSOK
320
Teachers Retirement System of the State of Kentucky
Kentucky
$3.16M -$196K -500 -7%
US Bancorp
321
US Bancorp
Minnesota
$3.09M +$122K +310 +5%
RI
322
Redwood Investments
Massachusetts
$3.02M -$822K -2,096 -24%
EVM
323
Eaton Vance Management
Massachusetts
$3.02M +$2.66M +6,767 New
KAS
324
Kestra Advisory Services
Texas
$3.02M +$2.71M +6,913 New
SMG
325
Spectrum Management Group
Indiana
$3.01M +$178K +454 +7%
11 12
13
14 15

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.