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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
451
Dynasty Wealth Management
Florida
$1.33M +$1.37M +2,765 New
OAC
452
OMERS Administration Corp
Ontario, Canada
$1.32M +$1.36M +2,746 New
AM
453
AGF Management
Ontario, Canada
$1.3M +$843K +1,699 +170%
SSA
454
Schonfeld Strategic Advisors
New York
$1.28M -$1.19M -2,394 -47%
EF
455
Empirical Finance
Pennsylvania
$1.28M -$104K -209 -7%
GT
456
Greenleaf Trust
Michigan
$1.27M -$36.7K -74 -3%
CIP
457
Chartwell Investment Partners
Pennsylvania
$1.26M +$189K +381 +17%
BBVA
458
Banco Bilbao Vizcaya Argentaria
Spain
$1.26M -$15.4K -31 -1%
SIA
459
Schechter Investment Advisors
Michigan
$1.25M +$753K +1,517 +140%
YIH
460
Y-Intercept (HK)
Hong Kong
$1.25M +$183K +369 +17%
Mercer Global Advisors
461
Mercer Global Advisors
Colorado
$1.25M +$144K +291 +12%
PL
462
Perpetual Ltd
Australia
$1.24M -$80.9K -163 -6%
RFC
463
Regions Financial Corp
Alabama
$1.23M +$98.7K +199 +8%
KRSITF
464
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.23M -$27.3K -55 -2%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$1.22M -$348K -701 -22%
NMIMC
466
Northwestern Mutual Investment Management Company
Wisconsin
$1.21M +$5.95K +12 +0.5%
SA
467
SRN Advisors
Pennsylvania
$1.2M
MGP
468
Metis Global Partners
California
$1.2M -$8.44K -17 -0.7%
GBT
469
Grove Bank & Trust
Florida
$1.19M +$1.2M +2,415 +3,715%
AWS
470
Atria Wealth Solutions
New York
$1.18M +$264K +533 +28%
AI
471
AXS Investments
New York
$1.17M +$118K +238 +11%
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
$1.17M -$1.3M -2,620 -52%
AO
473
Advisor OS
Illinois
$1.16M +$28.8K +58 +2%
XT
474
XTX Topco
Cayman Islands
$1.15M +$1.18M +2,381 New
AI
475
Atom Investors
Texas
$1.14M +$1.18M +2,372 New