We are live on ! Find out more

535 hedge funds and large institutions have $18.7B invested in MSCI in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 194 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $15.6B → $18.7B (+$3.06B)

4% more funds holding

Funds holding: 512535 (+23)

0.26% less ownership

Funds ownership: 93.13%92.87% (-0.26%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 198

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

80% less call options, than puts

Call options by funds: $56.7M | Put options by funds: $283M

Holders
535
Holders Change
+23
Holders Change %
+4.49%
% of All Funds
11.62%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
83
Increased
194
Reduced
198
Closed
52
Calls
$56.7M
Puts
$283M
Net Calls
-$227M
Net Calls Change
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
476
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K +$28.5K +127 +137%
SGAM
477
Smith Group Asset Management
Texas
$45K
S
478
SignatureFD
Georgia
$44K +$5.61K +25 +16%
GRP
479
Global Retirement Partners
California
$35K -$6.05K -27 -16%
CIAS
480
Capital Investment Advisory Services
North Carolina
$33K +$31.2K +139 New
SIAS
481
Shine Investment Advisory Services
Colorado
$28K +$4.26K +19 +19%
NCM
482
Next Capital Management
New York
$25K +$23.1K +103 New
TCM
483
Tradewinds Capital Management
Washington
$24K
1832 Asset Management
484
1832 Asset Management
Ontario, Canada
$23K -$582K -2,597 -96%
AS
485
Altshuler Shaham
Israel
$23K +$21.3K +95 New
CTC
486
Central Trust Company
Missouri
$23K +$21.3K +95 New
HCM
487
HMS Capital Management
Tennessee
$22K +$20.9K +93 New
JCM
488
Jacobi Capital Management
Pennsylvania
$21K
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$20K -$28K -125 -60%
GAM
490
Gemmer Asset Management
California
$20K
CAW
491
Cornerstone Advisors (Washington)
Washington
$18K +$5.61K +25 +50%
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$17K
SPIA
493
Steward Partners Investment Advisory
New York
$17K +$16.4K +73 New
SLF
494
Sun Life Financial
Ontario, Canada
$16K -$17K -76 -53%
QCG
495
Quadrant Capital Group
Ohio
$16K
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$16K
FPFS
497
First Personal Financial Services
North Carolina
$16K +$897 +4 +6%
WT
498
Whittier Trust
California
$15K
CI
499
CX Institutional
Indiana
$15K +$673 +3 +5%
LC
500
Lindbrook Capital
California
$14K

MSCI Hedge Fund Activity: Q2 2019 in Review

535 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2019, worth a combined $18.7B — up 20% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MSCI positions and 52 closed out — a net gain of 31 holders — while 194 added to existing stakes and 198 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Fidelity Investments, cutting an estimated $183M.

  • 535 institutional investors held MSCI (MSCI) as of Q2 2019, up from 512 in Q1 2019.
  • Funds reported $18.7B of MSCI stock for Q2 2019, up 20% quarter-over-quarter.
  • 83 funds opened new MSCI positions in Q2 2019 and 52 closed out, a net change of +31 holders.
  • The largest MSCI buyer in Q2 2019 was T. Rowe Price Associates, an estimated $210M added.
  • The largest MSCI seller in Q2 2019 was Fidelity Investments, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2019.