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MSCI
MSCI

Overview Fund Activity

479 hedge funds and large institutions have $13.6B invested in MSCI in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 153 increasing their positions, 192 reducing their positions, and 48 closing their positions.

Holders
479
Holders Change
+32
Holders Change %
+7.16%
% of All Funds
10.98%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
83
Increased
153
Reduced
192
Closed
48
Calls
$23.6M
Puts
$21.9M
Net Calls
+$1.77M
Net Calls Change
-$140K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.57B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$177M
4
State Street
4
State Street
Massachusetts
$653M
5
American Century Companies
5
American Century Companies
Missouri
$288M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.08B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$244M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$299M
4
Prudential Financial
4
Prudential Financial
New Jersey
$16.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
426
Kaizen Advisory
Illinois
$39K 237 +237 New
PCP
427
Proficio Capital Partners
Massachusetts
$38K 231 – –
FHA
428
First Horizon Advisors
Tennessee
$37K 223 – –
FDCDDQ
429
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.4K 220 -27,290 -99%
CMBA
430
C.M. Bidwell & Associates
Hawaii
$30K 180 -7,490 -98%
SIAS
431
Shine Investment Advisory Services
Colorado
$28K 167 – –
S
432
SignatureFD
Georgia
$28K 170 +72 +73%
CBOA
433
Commonwealth Bank of Australia
Australia
$26K 168 +42 +33%
LWA
434
Lenox Wealth Advisors
New York
$23K 139 +113 +435%
MWM
435
MinichMacGregor Wealth Management
New York
$22K 133 – –
PI
436
PineBridge Investments
New York
$22K 136 +136 New
GAM
437
Gemmer Asset Management
California
$21K 124 – –
CJA
438
C-J Advisory
California
$18K 110 – –
MSE
439
MUFG Securities EMEA
United Kingdom
$17K 100 +100 New
1832 Asset Management
440
1832 Asset Management
Ontario, Canada
$16K 95 -475 -83%
VCM
441
Versant Capital Management
Arizona
$16K 101 – –
KJWM
442
Kiley Juergens Wealth Management
Washington
$16K 100 +100 New
WAM
443
Wealthspire Advisors (Maryland)
Maryland
$15K 88 +51 +138%
BGIM
444
Brandywine Global Investment Management
Pennsylvania
$12K 71 – –
CIA
445
CSat Investment Advisory
Michigan
$12K 70 +70 New
QCG
446
Quadrant Capital Group
Ohio
$11K 75 -40 -35%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$11K 64 +19 +42%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$11K 64 +64 New
GRP
449
Global Retirement Partners
California
$10K 61 -3 -5%
SWM
450
SeaCrest Wealth Management
New York
$10K 59 – –
16 17
18
19 20