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MSCI
MSCI

Overview Fund Activity

911 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+41
Holders Change %
+4.71%
% of All Funds
13.21%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
311
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$247M
2
Edgewood Management
2
Edgewood Management
Connecticut
$875M
3
BlackRock
3
BlackRock
New York
$3.98B
4
Man Group
4
Man Group
United Kingdom
$153M
5
FPP
5
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
4
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
376
Tidal Investments
Wisconsin
$2.7M +$1.2M +2,150 +81%
AA
377
ALPS Advisors
Colorado
$2.68M +$42K +75 +2%
CIS
378
Capital International Sarl
California
$2.63M -$1M -1,789 -28%
CHC
379
City Holding Co
West Virginia
$2.61M +$764K +1,363 +41%
SAM
380
Securian Asset Management
Minnesota
$2.61M -$239K -427 -8%
QCM
381
QRG Capital Management
Illinois
$2.6M +$481K +859 +23%
GI
382
GAMCO Investors
Connecticut
$2.59M -$38.7K -69 -1%
FFP
383
FourThought Financial Partners
Florida
$2.59M +$444K +792 +21%
LSERS
384
Louisiana State Employees Retirement System
Louisiana
$2.58M -$112K -200 -4%
CIC
385
Cornercap Investment Counsel
Georgia
$2.52M +$7.29K +13 +0.3%
SLI
386
Sumitomo Life Insurance
Japan
$2.47M -$70.1K -125 -3%
OAM
387
Oppenheimer Asset Management
New York
$2.44M -$98.6K -176 -4%
FDS
388
Freedom Day Solutions
Texas
$2.42M -$26.3K -47 -1%
BF
389
BOK Financial
Oklahoma
$2.4M +$27.7K +50 +1%
DZ Bank
390
DZ Bank
Germany
$2.38M -$352K -627 -13%
CAN
391
Cetera Advisor Networks
California
$2.37M +$193K +345 +9%
PIM
392
Plato Investment Management
Australia
$2.35M +$2.21M +3,948 +1,652%
RWM
393
Ritholtz Wealth Management
New York
$2.32M +$560 +1 +0%
A
394
Allianz
Germany
$2.28M +$2.28M +4,075 New
AIM
395
Aurora Investment Managers
Florida
$2.27M -$599K -1,069 -21%
RL
396
Retireful LLC
Michigan
$2.25M +$2.25M +4,019 New
NMERB
397
New Mexico Educational Retirement Board
New Mexico
$2.24M -$112K -200 -5%
CC
398
Centiva Capital
New York
$2.23M +$1.62M +2,894 +267%
DWM
399
Dakota Wealth Management
Florida
$2.17M -$121K -216 -5%
Janney Montgomery Scott
400
Janney Montgomery Scott
Pennsylvania
$2.16M +$10.7K +19 +0.5%
14 15
16
17 18