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MSCI
MSCI

Overview Fund Activity

814 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
13.03%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
Amundi
France
+$277M
2
Capital World Investors
Capital World Investors
California
+$249M
3
AIM
Alphinity Investment Management
Australia
+$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
5
PAM
PineStone Asset Management
Quebec, Canada
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$476M
2
DZ Bank
DZ Bank
Germany
-$118M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$101M
4
Citadel Advisors
Citadel Advisors
Florida
-$95.6M
5
State Street
State Street
Massachusetts
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
426
INTECH Investment Management
Florida
$1.22M -$68.3K -122 -5%
AI
427
AXS Investments
New York
$1.21M -$38.6K -69 -3%
BCM
428
Bayesian Capital Management
New York
$1.2M -$336K -600 -22%
BCM
429
Brookstone Capital Management
Illinois
$1.15M +$1.15M +2,140 New
QCM
430
Qsemble Capital Management
New York
$1.15M +$1.15M +2,050 New
V
431
Veritable
Delaware
$1.14M +$161K +287 +16%
EWA
432
Exencial Wealth Advisors
Oklahoma
$1.13M +$560 +1 +0%
BA
433
Birinyi Associates
Connecticut
$1.12M -$140K -250 -11%
TSS
434
Two Sigma Securities
New York
$1.11M +$542K +968 +96%
VPI
435
Value Partners Investments
Manitoba, Canada
$1.1M -$1.12K -2 -0.1%
FCM
436
Fortis Capital Management
Washington
$1.09M +$115K +205 +12%
TI
437
Tidal Investments
Wisconsin
$1.08M +$67.8K +121 +7%
ASN
438
Advisory Services Network
Georgia
$1.07M +$128K +229 +14%
VI
439
Vestcor Inc
New Brunswick, Canada
$1.07M -$4.48K -8 -0.4%
LWM
440
Liberty Wealth Management
California
$1.06M +$1.06M +1,898 New
ClearBridge Investments
441
ClearBridge Investments
New York
$1.06M +$1.06M +1,891 New
OAM
442
Ostrum Asset Management
France
$1.05M +$1.05M +1,883 New
AFA
443
Abacus FCF Advisors
Florida
$1.05M +$134K +240 +15%
SAM
444
Sompo Asset Management
Japan
$1.04M +$89.6K +160 +9%
SA
445
SRN Advisors
Pennsylvania
$1.03M +$205K +373 +25%
ACMA
446
Arbor Capital Management (Alaska)
Alaska
$1.03M -$52.8K -100 -5%
MAS
447
Meeder Advisory Services
Ohio
$1.03M +$49.8K +89 +5%
SWM
448
Segment Wealth Management
Texas
$1.03M -$22.4K -40 -2%
CI Investments Inc
449
CI Investments Inc
Ontario, Canada
$1.02M -$718K -1,283 -41%
BWM
450
Buckley Wealth Management
Nevada
$1M -$50.4K -90 -5%
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