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MSCI
MSCI

850 hedge funds and large institutions have $44.9B invested in MSCI in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
122
Increased
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAF
426
Tredje AP-fonden
Sweden
$1.47M +$1.5M +2,399 New
BSI
427
Bennett Selby Investments
Maine
$1.46M +$627 +1 +0%
S
428
Seeyond
France
$1.45M -$277K -441 -16%
MAM
429
Montanaro Asset Management
United Kingdom
$1.44M +$220K +350 +18%
ECM
430
Everence Capital Management
Indiana
$1.43M +$332K +530 +29%
OSIA
431
O'Shares Investment Advisers
Massachusetts
$1.42M +$105K +167 +8%
BCM
432
Bienville Capital Management
New York
$1.42M – – –
LA
433
LVW Advisors
New York
$1.41M -$13.8K -22 -0.9%
Commonwealth Equity Services
434
Commonwealth Equity Services
Massachusetts
$1.39M -$119K -190 -8%
HI
435
Horizon Investments
North Carolina
$1.37M +$94.7K +151 +7%
BAM
436
Byrne Asset Management
New Jersey
$1.37M +$1.4M +2,238 New
DCM
437
Davidson Capital Management
Texas
$1.36M +$67.1K +107 +5%
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.35M +$35.1K +56 +3%
CAN
439
Cetera Advisor Networks
California
$1.34M -$3.14K -5 -0.2%
CAAS
440
Capital Asset Advisory Services
Michigan
$1.32M -$226K -361 -14%
GT
441
Greenleaf Trust
Michigan
$1.3M +$83.4K +133 +7%
QT
442
Quantamental Technologies
New York
$1.3M +$1.33M +2,123 New
TI
443
Trexquant Investment
Connecticut
$1.29M +$1.11M +1,763 +502%
DIA
444
Dana Investment Advisors
Wisconsin
$1.29M -$25.1K -40 -2%
FAM
445
Fred Alger Management
New York
$1.29M +$75.3K +120 +6%
SCM
446
Stevens Capital Management
Pennsylvania
$1.28M +$1.31M +2,090 New
Wolverine Trading
447
Wolverine Trading
Illinois
$1.28M -$25.7K -41 -2%
OSAM
448
O'Shaughnessy Asset Management
Connecticut
$1.27M +$374K +596 +40%
NFG
449
Next Financial Group
Texas
$1.26M +$124K +197 +11%
TAM
450
Tocqueville Asset Management
New York
$1.23M +$6.27K +10 +0.5%
16 17
18
19 20

MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.