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819 hedge funds and large institutions have $36.5B invested in MSCI in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 310 increasing their positions, 320 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.47% less ownership

Funds ownership: 90.02%89.55% (-0.47%)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 320

4% less funds holding

Funds holding: 850819 (-31)

19% less capital invested

Capital invested by funds: $44.9B → $36.5B (-$8.4B)

22% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 111

40% less call options, than puts

Call options by funds: $100M | Put options by funds: $166M

Holders
819
Holders Change
-31
Holders Change %
-3.65%
% of All Funds
12.92%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
87
Increased
310
Reduced
320
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
401
Cetera Investment Advisers
Illinois
$1.46M -$249K -481 -14%
Creative Planning
402
Creative Planning
Kansas
$1.45M +$145K +280 +11%
AO
403
Advisor OS
Illinois
$1.43M -$944K -1,820 -39%
CW
404
CreativeOne Wealth
Kansas
$1.42M +$1.47M +2,827 New
BDWM
405
Brewin Dolphin Wealth Management
Ireland
$1.39M +$14K +27 +1%
IC
406
Inverness Counsel
New York
$1.33M +$396K +764 +40%
M&T Bank
407
M&T Bank
New York
$1.33M +$13K +25 +1%
HI
408
Horizon Investments
North Carolina
$1.32M +$202K +390 +17%
KAS
409
Kestra Advisory Services
Texas
$1.31M -$137K -264 -9%
AIM
410
Aigen Investment Management
New York
$1.31M +$1.35M +2,608 New
S
411
Seeyond
France
$1.31M +$125K +241 +10%
TCM
412
Tributary Capital Management
Nebraska
$1.26M -$1.04M -2,000 -44%
OSIA
413
O'Shares Investment Advisers
Massachusetts
$1.24M +$76.2K +147 +6%
DCM
414
Davidson Capital Management
Texas
$1.24M +$123K +237 +11%
HH
415
HWG Holdings
Texas
$1.23M -$815K -1,572 -39%
PA
416
Paragon Advisors
Texas
$1.23M -$540K -1,041 -30%
AFS
417
Aft Forsyth & Sober
Florida
$1.22M
RIM
418
Redpoint Investment Management
Australia
$1.22M
TAF
419
Tredje AP-fonden
Sweden
$1.21M
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.21M +$102K +197 +9%
Walleye Capital
421
Walleye Capital
New York
$1.2M +$697K +1,344 +128%
BSI
422
Bennett Selby Investments
Maine
$1.19M
VPIM
423
Vanguard Personalized Indexing Management
California
$1.17M +$234K +452 +24%
BCM
424
Bienville Capital Management
New York
$1.16M
CHC
425
City Holding Co
West Virginia
$1.16M +$187K +361 +19%