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MSCI
MSCI

762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683 → 762 (+79)

0.72% more ownership

Funds ownership: 89.46% → 90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
476
LS Investment Advisors
Michigan
$822K -$60K -153 -8%
BWM
477
Buckley Wealth Management
Nevada
$822K +$33.4K +85 +5%
BBVA
478
Banco Bilbao Vizcaya Argentaria
Spain
$808K +$42.8K +109 +6%
ECM
479
Everence Capital Management
Indiana
$802K – – –
NA
480
Navellier & Associates
Nevada
$800K +$362K +922 +106%
GT
481
Greenleaf Trust
Michigan
$797K -$17.7K -45 -2%
LWM
482
Liberty Wealth Management
California
$789K +$3.14K +8 +0.4%
CIP
483
Chartwell Investment Partners
Pennsylvania
$785K – – –
WMA
484
Wealth Management Associates
New Jersey
$778K -$35.7K -91 -5%
SWM
485
Segment Wealth Management
Texas
$773K +$1.96K +5 +0.3%
MCIA
486
Mountain Capital Investment Advisors
Colorado
$767K -$221K -562 -25%
SA
487
SRN Advisors
Pennsylvania
$760K +$683K +1,740 New
CS
488
Comerica Securities
Michigan
$757K -$66.3K -169 -9%
Mackenzie Financial
489
Mackenzie Financial
Ontario, Canada
$757K +$35.7K +91 +6%
SIA
490
Strategic Investment Advisors
Michigan
$749K +$658K +1,677 New
CAG
491
Csenge Advisory Group
Florida
$723K +$636K +1,620 New
V
492
Veritable
Delaware
$713K -$33K -84 -5%
BCM
493
Bienville Capital Management
New York
$697K – – –
Commonwealth Equity Services
494
Commonwealth Equity Services
Massachusetts
$690K -$275K -701 -31%
GKFF
495
George Kaiser Family Foundation
Oklahoma
$689K – – –
EDRH
496
Edmond de Rothschild Holding
Switzerland
$684K +$355K +906 +145%
PNC
497
Park National Corp
Ohio
$682K -$35.3K -90 -6%
MFG
498
Merit Financial Group
Georgia
$679K -$4.71K -12 -0.8%
MAM
499
Montanaro Asset Management
United Kingdom
$670K +$589K +1,500 New
WA
500
Wealth Alliance
New York
$666K -$19.6K -50 -3%
18 19
20
21 22

MSCI Hedge Fund Activity: Q4 2020 in Review

762 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2020, worth a combined $33.5B — up 26% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MSCI positions and 56 closed out — a net gain of 84 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 762 institutional investors held MSCI (MSCI) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $33.5B of MSCI stock for Q4 2020, up 26% quarter-over-quarter.
  • 140 funds opened new MSCI positions in Q4 2020 and 56 closed out, a net change of +84 holders.
  • The largest MSCI buyer in Q4 2020 was Sustainable Growth Advisers, an estimated $190M added.
  • The largest MSCI seller in Q4 2020 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.