MSCI
MSCI
735 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 288 increasing their positions, 283 reducing their positions, and 89 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 283
0.83% more ownership
Funds ownership: 90.18% → 91.01% (+0.83%)
4% less funds holding
Funds holding: 762 → 735 (-27)
6% less capital invested
Capital invested by funds: $33.5B → $31.5B (-$1.99B)
21% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 89
38% less funds holding in top 10
Funds holding in top 10: 16 → 10 (-6)
50% less call options, than puts
Call options by funds: $60.6M | Put options by funds: $122M
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$351M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$251M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$158M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$140M |
| 5 |
BlackRock
New York
|
+$133M |
Top Sellers
MSCI Hedge Fund Activity: Q1 2021 in Review
735 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2021, worth a combined $31.5B — down 5.9% from $33.5B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of MSCI and 70 opened new positions — a net loss of 19 holders — while 283 trimmed existing stakes and 288 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $351M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $201M sold.
- 735 institutional investors held MSCI (MSCI) as of Q1 2021, down from 762 in Q4 2020.
- Funds reported $31.5B of MSCI stock for Q1 2021, down 5.9% quarter-over-quarter.
- 70 funds opened new MSCI positions in Q1 2021 and 89 closed out, a net change of -19 holders.
- The largest MSCI buyer in Q1 2021 was T. Rowe Price Associates, an estimated $351M added.
- The largest MSCI seller in Q1 2021 was Melvin Capital Management, an estimated $201M sold.
Based on aggregated 13F filings for Q1 2021.