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MSCI
MSCI

Overview Fund Activity

479 hedge funds and large institutions have $13.6B invested in MSCI in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 153 increasing their positions, 192 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+32
Holders Change %
+7.16%
% of All Funds
10.98%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
83
Increased
153
Reduced
192
Closed
48
Calls
$23.6M
Puts
$21.9M
Net Calls
+$1.77M
Net Calls Change
-$140K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.57B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$177M
4
State Street
4
State Street
Massachusetts
$653M
5
American Century Companies
5
American Century Companies
Missouri
$288M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.08B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$244M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$299M
4
Prudential Financial
4
Prudential Financial
New Jersey
$16.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
326
Liberty Mutual Group Asset Management
Massachusetts
$589K -$2.35M -14,179 -80%
SB
327
Suntrust Banks
Georgia
$574K +$58.1K +351 +11%
W
328
Wealthfront
California
$572K +$572K +3,458 New
CB
329
Commerce Bank
Missouri
$566K -$88.4K -534 -14%
JIP
330
Jaffetilchin Investment Partners
Florida
$563K +$15.6K +94 +3%
CM
331
Castleark Management
Illinois
$561K – – –
NIT
332
NumerixS Investment Technologies
British Columbia, Canada
$560K +$560K +3,402 New
WCM
333
Weatherstone Capital Management
Colorado
$556K -$32.4K -196 -6%
BTS
334
BB&T Securities
Virginia
$545K +$94.7K +573 +21%
GXMC
335
Global X Management Company
New York
$519K +$266K +1,605 +105%
EP
336
Elkfork Partners
Oregon
$517K -$1.35M -8,140 -72%
PCM
337
Piermont Capital Management
Missouri
$513K – – –
II
338
IFM Investors
Australia
$505K +$505K +3,053 New
QI
339
QS Investors
New York
$503K +$182K +1,100 +57%
FMLI
340
Fukoku Mutual Life Insurance
Japan
$496K +$496K +3,000 New
SSP
341
Sapphire Star Partners
Washington
$494K – – –
NA
342
Navellier & Associates
Nevada
$491K – – –
PCM
343
Prelude Capital Management
New York
$481K +$481K +2,909 New
BL
344
BFSG LLC
California
$472K +$472K +2,856 New
CANY
345
Caxton Associates (New York)
New York
$471K -$849K -5,136 -64%
WA
346
WESPAC Advisors
California
$471K +$471K +2,850 New
CI
347
Cigna Investments
Connecticut
$468K -$79.8K -483 -15%
SPC
348
Sigma Planning Corp
Michigan
$462K -$103K -620 -18%
PAG
349
Private Advisor Group
New Jersey
$461K +$461K +2,758 New
BRWA
350
B. Riley Wealth Advisors
Florida
$456K +$8.78K +53 +2%
12 13
14
15 16