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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 %
VLC
451
Van Leeuwen & Company
New Jersey
$997K +$997K +1,782 New
AWM
452
Apollon Wealth Management
South Carolina
$995K -$87.3K -156 -8%
CIP
453
Chartwell Investment Partners
Pennsylvania
$985K – – –
DT
454
Diversified Trust
Tennessee
$969K +$228K +407 +31%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$958K -$10.1K -18 -1%
BWP
456
Balboa Wealth Partners
Arizona
$952K -$1.26M -2,251 -57%
AIMCA
457
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$951K +$951K +1,700 New
SFM
458
Signet Financial Management
New Jersey
$945K +$945K +1,689 New
RCM
459
RB Capital Management
Nevada
$935K +$46.5K +83 +5%
CI
460
Capital International
California
$911K +$911K +1,627 New
AGC
461
Aspen Grove Capital
Colorado
$910K -$118K -210 -11%
HBT
462
Heartland Bank & Trust
Illinois
$908K +$908K +1,622 New
BP
463
Ballentine Partners
Massachusetts
$899K +$10.6K +19 +1%
MFG
464
Merit Financial Group
Georgia
$898K +$1.12K +2 +0.1%
WAM
465
Weiss Asset Management
Massachusetts
$896K +$896K +1,600 New
GT
466
Glenmede Trust
Pennsylvania
$887K -$2.8K -5 -0.3%
BOSSRA
467
B.O.S.S. Retirement Advisors
Utah
$875K -$9.52K -17 -1%
LNC
468
Lincoln National Corp
Pennsylvania
$867K +$181K +324 +26%
WMA
469
Wealth Management Associates
New Jersey
$866K -$30.2K -54 -3%
PC
470
Pier Capital
Connecticut
$865K -$151K -269 -15%
IMRF
471
Illinois Municipal Retirement Fund
Illinois
$864K – – –
EWA
472
EP Wealth Advisors
California
$853K +$801K +9,127 +1,566%
RL
473
Retireful LLC
Michigan
$851K +$851K +1,521 New
JFG
474
Jefferies Financial Group
New York
$841K -$2.07M -3,698 -71%
GCM
475
Graham Capital Management
Connecticut
$839K +$325K +580 +63%
17 18
19
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