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MSCI
MSCI

Overview Fund Activity

507 hedge funds and large institutions have $14.6B invested in MSCI in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 189 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+28
Holders Change %
+5.85%
% of All Funds
11.61%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
62
Increased
198
Reduced
189
Closed
30
Calls
$15.5M
Puts
$15.3M
Net Calls
+$168K
Net Calls Change
-$1.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$274M
2
Franklin Resources
Franklin Resources
California
$225M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$257M
4
EAM
Eagle Asset Management
Florida
$62.1M
5
CTA
Carillon Tower Advisers
Florida
$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.42B
2
FPP
Findlay Park Partners
United Kingdom
$112M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$190M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$8K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Commerzbank Aktiengesellschaft
Germany
$744K +$744K +4,195 New
LIA
327
LS Investment Advisors
Michigan
$731K -$127K -718 -15%
AA
328
ALPS Advisors
Colorado
$710K +$481K +2,710 +210%
II
329
IFM Investors
Australia
$707K +$165K +933 +31%
MLL
330
Moody Lynn & Lieberson
Massachusetts
$701K -$1.24K -7 -0.2%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$678K +$14.9K +84 +2%
BTS
332
BB&T Securities
Virginia
$677K +$92.7K +523 +16%
AI
333
Atria Investments
North Carolina
$675K +$222K +1,248 +49%
KRS
334
Kentucky Retirement Systems
Kentucky
$671K +$532 +3 +0.1%
CB
335
Commerce Bank
Missouri
$669K +$61.9K +349 +10%
CM
336
Castleark Management
Illinois
$669K +$67.4K +380 +11%
BWM
337
Buckley Wealth Management
Nevada
$665K +$2.66K +15 +0.4%
ECM
338
Element Capital Management
New York
$664K -$422K -2,379 -39%
First Manhattan
339
First Manhattan
New York
$659K – – –
W
340
Wealthfront
California
$649K +$36K +203 +6%
Mirae Asset Global Investments
341
Mirae Asset Global Investments
South Korea
$643K +$643K +3,626 New
PNC
342
Park National Corp
Ohio
$639K – – –
OAM
343
Oppenheimer Asset Management
New York
$634K -$131K -740 -17%
SWP
344
Stratos Wealth Partners
Ohio
$634K -$4.61K -26 -0.7%
LMGAM
345
Liberty Mutual Group Asset Management
Massachusetts
$631K – – –
JIP
346
Jaffetilchin Investment Partners
Florida
$626K +$22K +124 +4%
SPC
347
Sigma Planning Corp
Michigan
$625K +$130K +731 +26%
FMLI
348
Fukoku Mutual Life Insurance
Japan
$621K +$88.7K +500 +17%
SB
349
Suntrust Banks
Georgia
$620K +$4.79K +27 +0.8%
QSS
350
Quantitative Systematic Strategies
Florida
$618K +$618K +3,484 New
12 13
14
15 16