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MSCI
MSCI

Overview Fund Activity

534 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, 193 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+23
Holders Change %
+4.5%
% 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
193
Reduced
198
Closed
52
Calls
$56.7M
Puts
$283M
Net Calls
-$227M
Net Calls Change
-$203M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$223M
2
CWG
C WorldWide Group
Denmark
+$183M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$140M
4
BlackRock
BlackRock
New York
+$101M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
2
DCP
DSM Capital Partners
Florida
-$170M
3
BI
BlueSpruce Investments
Illinois
-$128M
4
American Century Companies
American Century Companies
Missouri
-$83M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$80.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
476
Smith Group Asset Management
Texas
$45K – – –
S
477
SignatureFD
Georgia
$44K +$5.95K +25 +16%
GRP
478
Global Retirement Partners
California
$35K -$6.43K -27 -16%
CIAS
479
Capital Investment Advisory Services
North Carolina
$33K +$33K +139 New
SIAS
480
Shine Investment Advisory Services
Colorado
$28K +$4.47K +19 +19%
NCM
481
Next Capital Management
New York
$25K +$25K +103 New
TCM
482
Tradewinds Capital Management
Washington
$24K – – –
1832 Asset Management
483
1832 Asset Management
Ontario, Canada
$23K -$629K -2,597 -96%
CTC
484
Central Trust Company
Missouri
$23K +$23K +95 New
AS
485
Altshuler Shaham
Israel
$23K +$23K +95 New
HCM
486
HMS Capital Management
Tennessee
$22K +$22K +93 New
JCM
487
Jacobi Capital Management
Pennsylvania
$21K – – –
Northwestern Mutual Wealth Management
488
Northwestern Mutual Wealth Management
Wisconsin
$20K -$29.4K -125 -60%
GAM
489
Gemmer Asset Management
California
$20K – – –
CAW
490
Cornerstone Advisors (Washington)
Washington
$18K +$6K +25 +50%
OSAM
491
O'Shaughnessy Asset Management
Connecticut
$17K – – –
SPIA
492
Steward Partners Investment Advisory
New York
$17K +$17K +73 New
SLF
493
Sun Life Financial
Ontario, Canada
$16K -$17.9K -76 -53%
QCG
494
Quadrant Capital Group
Ohio
$16K – – –
WAP
495
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
FPFS
496
First Personal Financial Services
North Carolina
$16K +$970 +4 +6%
WT
497
Whittier Trust
California
$15K – – –
CI
498
CX Institutional
Indiana
$15K +$726 +3 +5%
LC
499
Lindbrook Capital
California
$14K – – –
GWMIA
500
Global Wealth Management Investment Advisory
Florida
$14K +$14K +59 New
18 19
20
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