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MSCI
MSCI

Overview Fund Activity

511 hedge funds and large institutions have $15.6B invested in MSCI in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+19
Holders Change %
+3.86%
% of All Funds
11.08%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
62
Increased
181
Reduced
206
Closed
39
Calls
$32.5M
Puts
$56.3M
Net Calls
-$23.8M
Net Calls Change
+$1.92M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$145M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$552M
3
American Century Companies
American Century Companies
Missouri
$394M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$73.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$361M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.78B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$432M
3
Morgan Stanley
Morgan Stanley
New York
$233M
4
Goldman Sachs
Goldman Sachs
New York
$214M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
351
Sowell Financial Services
Arkansas
$486K +$35.4K +178 +8%
PNC
352
Park National Corp
Ohio
$477K -$239K -1,200 -33%
HW
353
Hancock Whitney
Mississippi
$469K -$8.54M -42,928 -95%
RJFSA
354
Raymond James Financial Services Advisors
Florida
$457K +$457K +2,300 New
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$454K -$78.7K -396 -15%
WEC
356
Winslow Evans & Crocker
Massachusetts
$448K -$35K -176 -7%
BA
357
Birinyi Associates
Connecticut
$447K -$646K -3,250 -59%
1832 Asset Management
358
1832 Asset Management
Ontario, Canada
$441K +$425K +2,597 +2,734%
WCM
359
WealthBridge Capital Management
Ohio
$428K +$47.7K +215 +13%
BS
360
Banco Santander
Spain
$422K -$154K -774 -27%
Caisse de Depot et Placement du Quebec (CDPQ)
361
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$418K -$99.5K -500 -19%
HighTower Advisors
362
HighTower Advisors
Illinois
$417K +$105K +531 +34%
Baird Financial Group
363
Baird Financial Group
Wisconsin
$415K -$152K -765 -27%
DWA
364
Douglass Winthrop Advisors
New York
$411K -$5.57K -28 -1%
APA
365
American Portfolios Advisors
New York
$401K +$401K +2,015 New
EWA
366
Exencial Wealth Advisors
Oklahoma
$398K – – –
CGT
367
Capital Guardian Trust
California
$398K +$17.3K +87 +5%
AP
368
Advisor Partners
California
$394K +$6.56K +33 +2%
V
369
Veritable
Delaware
$375K +$4.97K +25 +1%
LWM
370
Liberty Wealth Management
California
$374K – – –
FAAS
371
First Allied Advisory Services
California
$364K +$75K +374 +26%
ECM
372
Everence Capital Management
Indiana
$357K +$357K +1,797 New
TRCT
373
Tower Research Capital (TRC)
New York
$354K -$90.2K -454 -20%
SPC
374
Sigma Planning Corp
Michigan
$352K +$7.75K +39 +2%
SCA
375
Snowden Capital Advisors
New York
$336K +$11.5K +58 +4%
13 14
15
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