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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
TRCT
376
Tower Research Capital (TRC)
New York
$2.15M +$1.01M +2,580 +115%
HH
377
HWG Holdings
Texas
$2.11M +$658K +1,676 +55%
PFM
378
Patton Fund Management
Texas
$2.08M -$417K -1,064 -19%
FCI
379
Financial Counselors Inc
Kansas
$2.08M +$229K +583 +14%
OSIA
380
O'Shares Investment Advisers
Massachusetts
$2.07M +$160K +407 +10%
NMIMC
381
Northwestern Mutual Investment Management Company
Wisconsin
$2.03M -$47.5K -121 -3%
DWA
382
Douglass Winthrop Advisors
New York
$1.98M +$330K +840 +23%
SAM
383
Shell Asset Management
Netherlands
$1.97M -$1.88M -4,801 -52%
D.E. Shaw & Co
384
D.E. Shaw & Co
New York
$1.95M +$140K +356 +9%
YWP
385
YorkBridge Wealth Partners
New York
$1.94M +$74.5K +190 +5%
II
386
Inspire Investing
Idaho
$1.92M +$616K +1,571 +57%
FCM
387
Fairbanks Capital Management
California
$1.92M -$785 -2 -0%
GI
388
GAMCO Investors
Connecticut
$1.91M -$85.1K -217 -5%
BCM
389
BlueMar Capital Management
Florida
$1.9M -$540K -1,377 -24%
TCM
390
Tributary Capital Management
Nebraska
$1.88M -$157K -400 -9%
WHG
391
Westwood Holdings Group
Texas
$1.87M -$33K -84 -2%
HIIFS
392
Harel Insurance Investments & Financial Services
Israel
$1.85M – – –
P
393
Paradiem
Louisiana
$1.76M +$1.76M +4,486 New
EOJOAM
394
E. Ohman J:or Asset Management
Sweden
$1.75M +$196K +500 +15%
SLI
395
Sumitomo Life Insurance
Japan
$1.75M +$1.53M +3,908 New
Qube Research & Technologies (QRT)
396
Qube Research & Technologies (QRT)
United Kingdom
$1.7M -$5.27M -13,428 -78%
WEC
397
Winslow Evans & Crocker
Massachusetts
$1.63M +$167K +425 +13%
First Manhattan
398
First Manhattan
New York
$1.61M – – –
Bank Julius Baer & Co
399
Bank Julius Baer & Co
Switzerland
$1.6M -$392 -1 -0%
SPIA
400
Steward Partners Investment Advisory
New York
$1.58M +$47.9K +122 +4%
14 15
16
17 18

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.