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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 %
PI
301
PineBridge Investments
New York
$5.41M -$12.7M -22,627 -70%
NAM
302
Nissay Asset Management
Japan
$5.39M +$60K +107 +1%
BCIM
303
British Columbia Investment Management
British Columbia, Canada
$5.29M +$189K +338 +4%
VA
304
Vident Advisory
Georgia
$5.24M -$548K -977 -9%
ACM
305
Advisors Capital Management
New Jersey
$5.24M +$192K +342 +4%
II
306
Inspire Investing
Idaho
$5.22M +$746K +1,331 +17%
Cetera Investment Advisers
307
Cetera Investment Advisers
Illinois
$5.09M +$3.22M +5,754 +173%
ELI
308
Empire Life Investments
Ontario, Canada
$5.04M -$108K -192 -2%
NEI
309
Northwest & Ethical Investments
Ontario, Canada
$4.93M -$106K -190 -2%
DCM
310
Donaldson Capital Management
Indiana
$4.85M +$227K +405 +5%
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$4.6M -$415K -741 -8%
N
312
Natixis
France
$4.5M +$878K +1,567 +24%
CCIA
313
Campbell & Co Investment Adviser
Maryland
$4.46M -$166K -296 -4%
CCFCSB
314
Cape Cod Five Cents Savings Bank
Massachusetts
$4.43M +$37.6K +67 +0.9%
AI
315
Atria Investments
North Carolina
$4.42M +$128K +228 +3%
CHAM
316
Clear Harbor Asset Management
Connecticut
$4.41M -$22.4K -40 -0.5%
RJFSA
317
Raymond James Financial Services Advisors
Florida
$4.4M -$577K -1,030 -12%
SCM
318
Shelton Capital Management
Colorado
$4.24M +$1.85M +3,300 +77%
FCI
319
Financial Counselors Inc
Kansas
$4.18M +$124K +221 +3%
LFAS
320
Level Four Advisory Services
Texas
$4.16M +$324K +573 +8%
RI
321
Redwood Investments
Massachusetts
$4.15M +$3.74M +7,711 +907%
CIBC World Market
322
CIBC World Market
Ontario, Canada
$4.13M +$2.44M +4,362 +145%
DA
323
Duality Advisers
Florida
$4.12M +$378K +675 +10%
Walleye Capital
324
Walleye Capital
New York
$4.1M +$4.1M +7,316 New
Creative Planning
325
Creative Planning
Kansas
$4.08M +$264K +471 +7%
11 12
13
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