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
Name Holding Trade Value Shares
Change
Shares
Change %
CM
426
Crestline Management
Texas
$1.69M +$1.69M +3,016 New
AWM
427
Apollon Wealth Management
South Carolina
$1.68M +$128K +229 +8%
LOAMS
428
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.68M +$1.68M +2,993 New
Capstone Investment Advisors
429
Capstone Investment Advisors
New York
$1.67M +$1.08M +1,920 +180%
CA
430
Cetera Advisors
Colorado
$1.66M +$1.12M +1,996 +208%
EF
431
Empirical Finance
Pennsylvania
$1.61M +$52.1K +93 +3%
DC
432
Davenport & Co
Virginia
$1.61M -$21.9K -39 -1%
Point72 Asset Management
433
Point72 Asset Management
Connecticut
$1.59M +$1.59M +2,845 New
SPIA
434
Steward Partners Investment Advisory
New York
$1.59M -$267K -477 -14%
FCM
435
Fairbanks Capital Management
California
$1.59M -$25.2K -45 -2%
EF
436
Empowered Funds
Pennsylvania
$1.59M +$1.09M +1,937 +215%
AWM
437
AE Wealth Management
Kansas
$1.59M -$4.2M -7,489 -73%
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$1.59M -$641K -1,143 -29%
KHCM
439
Kirtland Hills Capital Management
Ohio
$1.55M +$1.55M +3,275 New
TL
440
Tradewinds LLC
North Carolina
$1.54M +$1.54M +2,731 New
PL
441
Perpetual Ltd
Australia
$1.54M +$6.17K +11 +0.4%
AIC
442
Anthracite Investment Company
Texas
$1.51M
GT
443
Greenleaf Trust
Michigan
$1.51M +$8.97K +16 +0.6%
UM
444
UniSuper Management
Australia
$1.51M +$1.1M +1,967 +269%
VPI
445
Value Partners Investments
Manitoba, Canada
$1.48M +$128K +228 +9%
BBVA
446
Banco Bilbao Vizcaya Argentaria
Spain
$1.48M -$5.91M -10,547 -80%
CNBT
447
Canandaigua National Bank & Trust
New York
$1.48M -$3.92K -7 -0.3%
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.46M -$117K -208 -7%
GC
449
Guggenheim Capital
Illinois
$1.43M +$211K +377 +17%
CGIM
450
Capital Group Investment Management
Singapore
$1.43M -$6.47M -11,541 -82%