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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
KRSITF
451
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.01M +$26.3K +67 +3%
CAN
452
Cetera Advisor Networks
California
$1.01M +$888K +2,262 New
HIM
453
Hanlon Investment Management
New Jersey
$998K +$168K +427 +24%
KeyBank National Association
454
KeyBank National Association
Ohio
$990K +$462K +1,178 +113%
MWM
455
MorganRosel Wealth Management
Colorado
$974K +$22.8K +58 +3%
LA
456
LVW Advisors
New York
$968K +$192K +489 +29%
DCM
457
Davidson Capital Management
Texas
$964K +$23.5K +60 +3%
Creative Planning
458
Creative Planning
Kansas
$948K +$6.28K +16 +0.8%
BDF
459
Balasa Dinverno & Foltz
$926K -$10.6K -27 -1%
RCIM
460
Red Cedar Investment Management
Michigan
$919K -$290K -739 -26%
TW
461
Transform Wealth
Colorado
$918K – – –
PAS
462
Park Avenue Securities
New York
$899K -$73.8K -188 -9%
FPS
463
Fieldpoint Private Securities
Connecticut
$899K -$21.6K -55 -3%
RIM
464
Redwood Investment Management
Arizona
$899K +$790K +2,014 New
Cambridge Investment Research Advisors
465
Cambridge Investment Research Advisors
Iowa
$894K -$507K -1,291 -39%
EWA
466
Exencial Wealth Advisors
Oklahoma
$893K – – –
TAM
467
Tocqueville Asset Management
New York
$893K – – –
CTC
468
Central Trust Company
Missouri
$891K +$99.3K +253 +15%
BTWM
469
Baker Tilly Wealth Management
Wisconsin
$885K +$778K +1,983 New
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$875K +$45.5K +116 +6%
CAM
471
Cypress Asset Management
Texas
$869K – – –
BO
472
BRR OpCo
Ohio
$862K +$28.3K +72 +4%
WAM
473
World Asset Management
Michigan
$860K -$33K -84 -4%
AIA
474
Angeles Investment Advisors
California
$833K +$371K +945 +103%
IMRF
475
Illinois Municipal Retirement Fund
Illinois
$830K +$348K +887 +91%
17 18
19
20 21

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.