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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
$62.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$665M
3
American Century Companies
American Century Companies
Missouri
$158M
4
Morgan Stanley
Morgan Stanley
New York
$252M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$23.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$518M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$925M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Principal Financial Group
Principal Financial Group
Iowa
$73.6M
5
Macquarie Group
Macquarie Group
Australia
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$4K +$2.47K +34 +162%
TWA
327
TCI Wealth Advisors
Arizona
$3K -$2.25K -24 -43%
PCP
328
Proficio Capital Partners
Massachusetts
$3K -$553 -7 -16%
HWP
329
Hefty Wealth Partners
Indiana
$3K – – –
TFO
330
Tarbox Family Office
California
$2K – – –
WA
331
Winfield Associates
Ohio
$2K – – –
AssetMark Inc
332
AssetMark Inc
California
$2K +$2K +21 New
EARNEST Partners
333
EARNEST Partners
Georgia
$2K +$2K +23 New
WA
334
WFG Advisors
Texas
$2K +$2K +23 New
CFA
335
Carroll Financial Associates
North Carolina
$1K -$813 -13 -45%
QI
336
QS Investors
New York
$1K – – –
QCG
337
Quadrant Capital Group
Ohio
$1K – – –
WTB
338
Washington Trust Bank
Washington
$1K – – –
OFW
339
Omnia Family Wealth
Florida
$1K +$1K +18 New
LS
340
Livforsakringsbolaget Skandia
Sweden
$654 -$1.71K -21,667 -72%
BFM
341
Boothbay Fund Management
New York
$203 -$29 -363 -12%
Lord, Abbett & Co
342
Lord, Abbett & Co
New Jersey
– -$39M -464,114 Closed
MTB
343
Mizuho Trust & Banking
Japan
– -$12.2M -145,018 Closed
CCM
344
Crestwood Capital Management
New York
– -$11.8M -140,975 Closed
CPC
345
Cookson Peirce & Co
Pennsylvania
– -$9.05M -107,815 Closed
IGIM
346
I.G. Investment Management
Manitoba, Canada
– -$8.91M -106,082 Closed
Two Sigma Advisers
347
Two Sigma Advisers
New York
– -$8.36M -99,532 Closed
Fidelity International
348
Fidelity International
Bermuda
– -$7.4M -88,153 Closed
GAMA
349
Graticule Asia Macro Advisors
New York
– -$5.04M -60,000 Closed
DILH
350
Dai-ichi Life Holdings
Japan
– -$3.92M -46,664 Closed
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