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
GWMIA
501
Global Wealth Management Investment Advisory
Florida
$14K +$13.2K +59 New
EARNEST Partners
502
EARNEST Partners
Georgia
$13K
BCA
503
Berman Capital Advisors
Georgia
$11K +$6.5K +29 +171%
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$10K +$224 +1 +2%
SF
505
Synovus Financial
Georgia
$10K +$7.17K +32 +320%
VCM
506
Versant Capital Management
Arizona
$8K -$13K -58 -62%
CWA
507
Clarus Wealth Advisors
Arizona
$8K -$1.12K -5 -13%
TL
508
TrueWealth LLC
Georgia
$8K
GWS
509
Glassman Wealth Services
Virginia
$7K -$897 -4 -13%
SFSIG
510
San Francisco Sentry Investment Group
California
$7K
TWA
511
TCI Wealth Advisors
Arizona
$7K
LWA
512
Lenox Wealth Advisors
New York
$6K -$12.8K -57 -69%
CFA
513
Carroll Financial Associates
North Carolina
$5K
EAM
514
Eukles Asset Management
Ohio
$5K
TFO
515
Tarbox Family Office
California
$5K
Parallax Volatility Advisers
516
Parallax Volatility Advisers
California
$5K +$1.79K +8 +67%
APC
517
Aspire Private Capital
North Carolina
$5K +$4.93K +22 New
AF
518
Advisornet Financial
Minnesota
$5K +$5.16K +23 New
PFBT
519
Parkside Financial Bank & Trust
Missouri
$4K
WAS
520
Winch Advisory Services
Wisconsin
$4K +$3.36K +15 New
JCM
521
Julex Capital Management
Massachusetts
$4K +$4.04K +18 New
MWM
522
Meridian Wealth Management
Kentucky
$3.97K +$25.3K +113 +7%
CIR
523
Clear Investment Research
Georgia
$3K
EWA
524
Evolution Wealth Advisors
Florida
$3K +$2.69K +12 New
TNBTD
525
Trustmark National Bank Trust Department
Mississippi
$2K

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.