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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
B
401
BP
United Kingdom
$1.57M -$1.57M -4,004 -53%
M&T Bank
402
M&T Bank
New York
$1.56M -$754K -1,922 -35%
HWM
403
Hohimer Wealth Management
Washington
$1.55M – – –
WWS
404
Wellington Wealth Strategies
Indiana
$1.54M +$1.07M +2,731 New
Cetera Investment Advisers
405
Cetera Investment Advisers
Illinois
$1.54M +$1.36M +3,455 New
SSIM
406
Sheets Smith Investment Management
Texas
$1.53M +$1.34M +3,422 New
AP
407
Advisor Partners
California
$1.52M +$1.57K +4 +0.1%
CCP
408
Corient Capital Partners
California
$1.51M -$157K -399 -11%
OAM
409
Optimal Asset Management
California
$1.49M +$392 +1 +0%
HAG
410
HighPoint Advisor Group
Illinois
$1.48M +$50.2K +128 +4%
SAM
411
Sompo Asset Management
Japan
$1.47M -$106K -270 -8%
AIL
412
AGF Investments LLC
Ontario, Canada
$1.46M -$684K -1,744 -35%
CI
413
Cavalier Investments
Georgia
$1.46M +$320K +815 +33%
AC
414
Avestar Capital
New York
$1.45M -$38.8K -99 -3%
PA
415
Paragon Advisors
Texas
$1.43M +$370K +944 +41%
SA
416
Shilanski & Associates
Alaska
$1.41M +$11.8K +30 +1%
WANY
417
Wealthspire Advisors (New York)
New York
$1.41M +$184K +469 +17%
HAI
418
Hennessy Advisors Inc
California
$1.38M +$1.22M +3,100 New
SC
419
Scotia Capital
Ontario, Canada
$1.38M +$222K +566 +22%
SG Americas Securities
420
SG Americas Securities
New York
$1.38M -$248K -632 -17%
IRF
421
IBM Retirement Fund
New York
$1.35M +$144K +368 +14%
CI
422
Cigna Investments
Connecticut
$1.34M +$95.7K +244 +9%
EFMH
423
E Fund Management (HK)
Hong Kong
$1.34M +$628K +1,600 +114%
AFA
424
Abacus FCF Advisors
Florida
$1.34M -$919K -2,342 -43%
SAM
425
Strategy Asset Managers
California
$1.32M -$84.4K -215 -7%
15 16
17
18 19

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.