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MSCI
MSCI

Overview Fund Activity

911 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+41
Holders Change %
+4.71%
% of All Funds
13.21%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
311
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
AKO Capital
United Kingdom
$247M
2
Edgewood Management
Edgewood Management
Connecticut
$875M
3
BlackRock
BlackRock
New York
$3.98B
4
Man Group
Man Group
United Kingdom
$153M
5
FPP
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Coldstream Capital Management
Washington
$1.22M -$58.8K -105 -5%
GLAM
477
Gardner Lewis Asset Management
Pennsylvania
$1.2M +$1.2M +2,150 New
CPBTD
478
Central Pacific Bank - Trust Division
Hawaii
$1.2M +$1.2M +2,167 New
PWM
479
Palumbo Wealth Management
New York
$1.2M +$272K +485 +29%
GLA
480
Great Lakes Advisors
Illinois
$1.16M +$48.2K +86 +4%
GAM
481
Groupama Asset Management
France
$1.12M -$1.62M -1,300 -59%
GSC
482
Grey Street Capital
Illinois
$1.12M +$1.12M +1,993 New
NA
483
Navellier & Associates
Nevada
$1.09M +$31.4K +56 +3%
BS
484
Banco Santander
Spain
$1.08M -$1.93M -3,435 -64%
AWS
485
Atria Wealth Solutions
New York
$1.07M -$154K -275 -13%
LTAS
486
Linden Thomas Advisory Services
North Carolina
$1.06M +$57.2K +102 +6%
LWM
487
Liberty Wealth Management
California
$1.06M – – –
KWA
488
Kingswood Wealth Advisors
California
$1.05M +$8.97K +16 +0.9%
SFA
489
Sequoia Financial Advisors
Ohio
$1.05M -$1.38M -2,458 -57%
A
490
AlphaQuest
New York
$1.04M +$356K +636 +52%
WWS
491
Wellington Wealth Strategies
Indiana
$1.04M -$488K -870 -32%
DDC
492
DF Dent & Co
Maryland
$1.03M +$84.6K +151 +9%
BWM
493
Buckley Wealth Management
Nevada
$1.03M – – –
BP
494
Ballentine Partners
Massachusetts
$1.02M -$19.1K -34 -2%
LA
495
LVW Advisors
New York
$1.01M +$109K +195 +12%
TRCT
496
Tower Research Capital (TRC)
New York
$1M -$5.07M -9,046 -83%
EDRH
497
Edmond de Rothschild Holding
Switzerland
$1M -$326K -581 -24%
KeyBank National Association
498
KeyBank National Association
Ohio
$1M +$24.1K +43 +2%
DT
499
Diversified Trust
Tennessee
$1M +$16.3K +29 +2%
SAM
500
Sompo Asset Management
Japan
$981K -$185K -330 -16%
18 19
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