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MSCI
MSCI

Overview Fund Activity

1,055 hedge funds and large institutions have $42.3B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 400 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+69
Holders Change %
+7%
% of All Funds
14.04%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
161
Increased
400
Reduced
354
Closed
76
Calls
$98.3M
Puts
$172M
Net Calls
-$74.1M
Net Calls Change
-$29.4M

Top Buyers

1
EQF
Evergreen Quality Fund
Cayman Islands
+$354M
2
Bessemer Group
Bessemer Group
New Jersey
+$350M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$245M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$191M
5
UBS Group
UBS Group
Switzerland
+$115M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$433M
2
BlackRock
BlackRock
New York
-$215M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$213M
4
Millennium Management
Millennium Management
New York
-$149M
5
SGA
Sustainable Growth Advisers
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
426
E. Ohman J:or Asset Management
Sweden
$2.56M -$9K -15 -0.3%
SAM
427
Securian Asset Management
Minnesota
$2.54M -$60K -100 -2%
GAM
428
Groupama Asset Management
France
$2.53M +$997K +1,663 +65%
LSERS
429
Louisiana State Employees Retirement System
Louisiana
$2.52M -$120K -200 -5%
SWM
430
Spire Wealth Management
Virginia
$2.51M +$692K +1,153 +38%
KAS
431
Kestra Advisory Services
Texas
$2.48M -$688K -1,146 -22%
DIM
432
Delta Investment Management
California
$2.46M +$48K +80 +2%
A
433
Allianz
Germany
$2.44M – – –
MSRPS
434
Maryland State Retirement & Pension System
Maryland
$2.43M -$199K -332 -8%
GIC
435
Generali Investments CEE
Czech Republic
$2.43M +$2.43M +4,050 New
CNBT
436
Canandaigua National Bank & Trust
New York
$2.43M -$51.6K -86 -2%
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$48K +80 +2%
KHCM
438
Kirtland Hills Capital Management
Ohio
$2.4M +$95.4K +159 +4%
CW
439
CreativeOne Wealth
Kansas
$2.37M -$75K -125 -3%
WJWM
440
Williams Jones Wealth Management
New York
$2.34M -$14.4M -24,053 -86%
GBT
441
Grove Bank & Trust
Florida
$2.34M +$73.8K +123 +3%
DWM
442
Dakota Wealth Management
Florida
$2.32M -$120K -200 -5%
DWM
443
Dynasty Wealth Management
Florida
$2.27M +$57K +95 +3%
SCM
444
Shelton Capital Management
Colorado
$2.25M -$14.4K -24 -0.6%
SSA
445
Schonfeld Strategic Advisors
New York
$2.25M -$9.38M -15,633 -81%
Mercer Global Advisors
446
Mercer Global Advisors
Colorado
$2.25M +$433K +722 +24%
AIM
447
Aurora Investment Managers
Florida
$2.24M -$69K -115 -3%
BF
448
BOK Financial
Oklahoma
$2.23M -$13.8K -24 -0.6%
MCM
449
MAI Capital Management
Ohio
$2.23M +$1.82M +3,031 +442%
CL
450
Choreo LLC
Illinois
$2.23M +$562K +938 +34%
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