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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
CWG
326
C WorldWide Group
Denmark
$3.01M – – –
Public Sector Pension Investment Board (PSP Investments)
327
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3M -$1.43M -3,657 -35%
JG
328
Jefferies Group
New York
$2.98M +$1.05M +2,667 +67%
Lazard Asset Management
329
Lazard Asset Management
New York
$2.96M -$155K -394 -6%
BFM
330
Boothbay Fund Management
New York
$2.95M -$77.7K -198 -3%
AWM
331
AE Wealth Management
Kansas
$2.93M +$773K +1,969 +43%
CCM
332
Covington Capital Management
California
$2.92M +$90.2K +230 +4%
EGM
333
Engineers Gate Manager
New York
$2.9M -$460K -1,173 -15%
FDS
334
Freedom Day Solutions
Texas
$2.9M +$44.3K +113 +2%
LFAS
335
Level Four Advisory Services
Texas
$2.89M -$700K -1,785 -22%
PMG
336
ProVise Management Group
Florida
$2.89M -$35.3K -90 -1%
N
337
Natixis
France
$2.87M +$1M +2,555 +66%
FIM
338
Fernwood Investment Management
Massachusetts
$2.87M +$771K +1,965 +44%
SS
339
Simplicity Solutions
Minnesota
$2.8M +$751K +1,913 +44%
HF
340
HRT Financial
New York
$2.79M +$2.45M +6,251 New
AI
341
Atria Investments
North Carolina
$2.79M +$120K +306 +5%
LPARFS
342
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.72M +$2.39M +6,100 New
ACM
343
Alamar Capital Management
California
$2.71M +$2.38M +6,068 New
PG
344
Pendal Group
Australia
$2.7M +$2.37M +6,040 New
CFGS
345
Concourse Financial Group Securities
Alabama
$2.69M +$23.1K +59 +1%
GG
346
Gofen & Glossberg
Illinois
$2.69M -$4.32K -11 -0.2%
PAM
347
Panagora Asset Management
Massachusetts
$2.65M -$28.9M -73,612 -93%
Daiwa Securities Group
348
Daiwa Securities Group
Japan
$2.58M -$31K -79 -1%
PA
349
PFG Advisors
Arizona
$2.52M -$19.6K -50 -0.9%
CG
350
Colony Group
Massachusetts
$2.48M -$93K -237 -4%
12 13
14
15 16

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.