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MSCI
MSCI

Overview Fund Activity

814 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
13.03%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
Amundi
France
$379M
2
Capital World Investors
Capital World Investors
California
$497M
3
AIM
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$717M
5
PAM
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
Citadel Advisors
Florida
$2.14M
5
State Street
State Street
Massachusetts
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
351
EFG Asset Management (Americas)
Florida
$2.64M -$419K -749 -14%
PA
352
PFG Advisors
Arizona
$2.63M -$160K -286 -6%
TPM
353
Triasima Portfolio Management
Quebec, Canada
$2.61M +$512K +915 +24%
CG
354
Colony Group
Massachusetts
$2.58M +$15.1K +27 +0.6%
GL
355
GHE LLC
Tennessee
$2.56M +$64.9K +116 +3%
RWM
356
Ritholtz Wealth Management
New York
$2.49M +$2.49M +4,451 New
Bank Julius Baer & Co
357
Bank Julius Baer & Co
Switzerland
$2.48M -$282K -503 -10%
DWM
358
Dakota Wealth Management
Florida
$2.45M -$102K -182 -4%
NA
359
NewEdge Advisors
Louisiana
$2.43M +$1.49M +2,659 +158%
FDS
360
Freedom Day Solutions
Texas
$2.43M -$117K -209 -5%
CP
361
Cumberland Partners
Ontario, Canada
$2.43M +$2.43M +4,341 New
BF
362
BOK Financial
Oklahoma
$2.39M -$398K -712 -14%
CFGS
363
Concourse Financial Group Securities
Alabama
$2.34M -$197K -352 -8%
WG
364
Winton Group
United Kingdom
$2.33M +$1.45M +2,584 +164%
BFM
365
Boston Financial Management
Massachusetts
$2.32M -$38.6K -69 -2%
AIM
366
Achmea Investment Management
Netherlands
$2.32M +$12.9K +23 +0.6%
EDRH
367
Edmond de Rothschild Holding
Switzerland
$2.27M -$536K -957 -19%
DA
368
Duality Advisers
Florida
$2.26M +$1.21M +2,164 +116%
FHB
369
First Hawaiian Bank
Hawaii
$2.21M +$49.3K +88 +2%
Citadel Advisors
370
Citadel Advisors
Florida
$2.14M -$95.6M -170,818 -98%
ACM
371
Alamar Capital Management
California
$2.12M +$5.6K +10 +0.3%
PAM
372
Panagora Asset Management
Massachusetts
$2.11M -$201K -360 -9%
BS
373
Banco Santander
Spain
$2.11M -$2.33M -4,166 -52%
XT
374
XTX Topco
Cayman Islands
$2.11M +$1.2M +2,140 +132%
SGA
375
Strategic Global Advisors
California
$2.1M +$2.1M +3,761 New
13 14
15
16 17