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.
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%)
Top Buyers
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$430M |
| 2 |
BlackRock
New York
|
-$150M |
| 3 |
SM
SCGE Management
Menlo Park,
California
|
-$121M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$104M |
| 5 |
JCM
Junto Capital Management
New York
|
-$88M |
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.