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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 %
CW
401
CreativeOne Wealth
Kansas
$2.16M +$324K +579 +18%
MCM
402
MV Capital Management
Maryland
$2.14M +$2.09M +3,727 +4,008%
EAMA
403
EFG Asset Management (Americas)
Florida
$2.11M -$879K -1,569 -29%
FIM
404
Freedom Investment Management
Connecticut
$2.06M -$216K -385 -9%
EFM
405
E Fund Management
China
$2.03M +$2.03M +3,617 New
Wealth Enhancement Advisory Services
406
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$92.5K +165 +5%
KI
407
Keystone Investors
Singapore
$2.01M +$2.01M +3,580 New
Verition Fund Management
408
Verition Fund Management
Connecticut
$1.99M +$840K +1,498 +73%
GAM
409
Garrison Asset Management
Arkansas
$1.98M -$12.3K -22 -0.6%
AUB
410
Atlantic Union Bankshares
Virginia
$1.95M -$525K -937 -21%
PA
411
PFG Advisors
Arizona
$1.93M -$168K -299 -8%
SPS
412
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M – – –
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$1.86M +$112K +200 +6%
FCM
414
Fortis Capital Management
Washington
$1.84M +$287K +513 +19%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$906K +1,616 +99%
MLICM
416
Metropolitan Life Insurance Company (MetLife)
New York
$1.79M -$16.3K -29 -0.9%
RC
417
Roundview Capital
New Jersey
$1.79M +$1.17M +2,083 +189%
SWM
418
Segment Wealth Management
Texas
$1.77M +$226K +404 +15%
HT
419
Headlands Technologies
Illinois
$1.76M +$1.76M +3,139 New
GFS
420
GYL Financial Synergies
Connecticut
$1.76M +$20.7K +37 +1%
Luther King Capital Management (LKCM)
421
Luther King Capital Management (LKCM)
Texas
$1.74M -$299K -534 -15%
FT
422
Fiduciary Trust
Massachusetts
$1.73M -$791K -1,412 -31%
PAS
423
Park Avenue Securities
New York
$1.72M -$43.7K -78 -2%
Bessemer Group
424
Bessemer Group
New Jersey
$1.7M -$1.14M -2,035 -40%
FHB
425
First Hawaiian Bank
Hawaii
$1.69M -$83.5K -149 -5%
15 16
17
18 19