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MSCI
MSCI

Overview Fund Activity

797 hedge funds and large institutions have $33.4B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+61
Holders Change %
+8.29%
% of All Funds
12.86%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
128
Increased
275
Reduced
286
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.11B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$250M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.02B
4
Citadel Advisors
4
Citadel Advisors
Florida
$81.2M
5
Millennium Management
5
Millennium Management
New York
$93.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$101M
2
Bessemer Group
2
Bessemer Group
New Jersey
$3.12M
3
Ameriprise
3
Ameriprise
Minnesota
$332M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
DCP
5
Durable Capital Partners
Maryland
$638M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
PFG Advisors
Arizona
$2.32M -$160K -345 -6%
BF
352
BOK Financial
Oklahoma
$2.31M -$2.7M -5,804 -54%
Bank Julius Baer & Co
353
Bank Julius Baer & Co
Switzerland
$2.3M -$24.7K -53 -1%
CIC
354
Cornercap Investment Counsel
Georgia
$2.21M +$74.9K +161 +4%
BRC
355
Bishop Rock Capital
New York
$2.2M -$1.84M -3,964 -46%
Cetera Investment Advisers
356
Cetera Investment Advisers
Illinois
$2.2M +$925K +1,988 +72%
PAS
357
Park Avenue Securities
New York
$2.14M +$158K +339 +8%
CG
358
Colony Group
Massachusetts
$2.13M +$48.8K +105 +2%
FDS
359
Freedom Day Solutions
Texas
$2.12M -$90.7K -195 -4%
DWM
360
Dakota Wealth Management
Florida
$2.12M -$226K -486 -10%
CFGS
361
Concourse Financial Group Securities
Alabama
$2.11M -$63.3K -136 -3%
MLICM
362
Metropolitan Life Insurance Company (MetLife)
New York
$2.1M -$47.9K -103 -2%
GL
363
GHE LLC
Tennessee
$2.07M -$49.3K -106 -2%
CGH
364
Crossmark Global Holdings
Texas
$2.07M +$226K +485 +12%
BFM
365
Boston Financial Management
Massachusetts
$1.96M +$311K +668 +19%
PAM
366
Panagora Asset Management
Massachusetts
$1.92M -$20.7M -44,573 -92%
BWP
367
Balboa Wealth Partners
Arizona
$1.84M -$354K -760 -16%
SG Americas Securities
368
SG Americas Securities
New York
$1.82M +$167K +358 +10%
AC
369
Allstate Corporation
Illinois
$1.81M +$10.2K +22 +0.6%
AIM
370
Allstate Investment Management
Illinois
$1.81M +$1.81M +3,901 New
Acadian Asset Management
371
Acadian Asset Management
Massachusetts
$1.8M +$704K +1,515 +64%
FHB
372
First Hawaiian Bank
Hawaii
$1.8M -$288K -619 -14%
AIM
373
Achmea Investment Management
Netherlands
$1.79M +$805K +1,847 +81%
VF
374
VitalStone Financial
Texas
$1.79M +$1.79M +3,877 New
CW
375
CreativeOne Wealth
Kansas
$1.77M +$227K +489 +15%
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15
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