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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
GLAM
351
Gardner Lewis Asset Management
Pennsylvania
$2.48M – – –
ICP
352
Ironvine Capital Partners
Nebraska
$2.46M -$29K -74 -1%
IG
353
ING Group
Netherlands
$2.46M +$1.43M +3,647 +197%
FHB
354
First Hawaiian Bank
Hawaii
$2.45M +$939K +2,392 +77%
NMERB
355
New Mexico Educational Retirement Board
New Mexico
$2.41M -$39.2K -100 -2%
TAF
356
Tredje AP-fonden
Sweden
$2.41M +$2.12M +5,400 New
RJFSA
357
Raymond James Financial Services Advisors
Florida
$2.39M +$90.2K +230 +4%
IEFM
358
IQ EQ Fund Management
Ireland
$2.38M -$582K -1,483 -22%
AB
359
Amalgamated Bank
New York
$2.35M -$15.3K -39 -0.7%
Pacer Advisors
360
Pacer Advisors
Pennsylvania
$2.33M -$202K -516 -9%
Wealthfront Advisers
361
Wealthfront Advisers
California
$2.31M +$122K +311 +6%
CIBC World Market
362
CIBC World Market
Ontario, Canada
$2.3M +$1.14M +2,899 +128%
MML Investors Services
363
MML Investors Services
Massachusetts
$2.28M +$131K +334 +7%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$2.28M +$353K +900 +21%
NEI
365
Northwest & Ethical Investments
Ontario, Canada
$2.26M – – –
CS
366
Candriam SCA
Luxembourg
$2.25M +$18.8K +48 +1%
Parallax Volatility Advisers
367
Parallax Volatility Advisers
California
$2.24M -$896K -2,284 -31%
WJWM
368
Williams Jones Wealth Management
New York
$2.22M +$1.33M +3,381 +213%
KRS
369
Kentucky Retirement Systems
Kentucky
$2.22M +$26.7K +68 +1%
BCM
370
Bridgeway Capital Management
Texas
$2.2M – – –
UIM
371
USS Investment Management
United Kingdom
$2.19M – – –
BA
372
Birinyi Associates
Connecticut
$2.17M -$177K -450 -8%
GC
373
Grace Capital
Massachusetts
$2.17M +$667K +1,700 +54%
SIM
374
Sentry Investment Management
Wisconsin
$2.15M – – –
GPGA
375
Grandeur Peak Global Advisors
Utah
$2.15M +$275K +700 +17%
13 14
15
16 17

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.