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MSCI
MSCI

Overview Fund Activity

814 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
13.03%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
Amundi
France
$379M
2
Capital World Investors
Capital World Investors
California
$497M
3
AIM
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$717M
5
PAM
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
Citadel Advisors
Florida
$2.14M
5
State Street
State Street
Massachusetts
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
501
Snowden Capital Advisors
New York
$669K +$24.1K +43 +4%
BWP
502
BSW Wealth Partners
Colorado
$663K -$11.8K -21 -2%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$659K +$215K +384 +48%
SPC
504
Sigma Planning Corp
Michigan
$650K +$16.2K +29 +3%
HCA
505
Harbor Capital Advisors
Illinois
$649K +$558K +997 +612%
BAAM
506
Baker Avenue Asset Management
California
$648K +$635K +1,134 +4,930%
CWA
507
Clarus Wealth Advisors
Arizona
$636K +$359K +673 +130%
AWM
508
Angeles Wealth Management
California
$628K +$53.2K +95 +9%
Verition Fund Management
509
Verition Fund Management
Connecticut
$622K -$1.41M -2,512 -69%
NA
510
Navellier & Associates
Nevada
$617K +$34.1K +61 +6%
KeyBank National Association
511
KeyBank National Association
Ohio
$617K -$14.6K -26 -2%
BPA
512
Beacon Pointe Advisors
California
$612K +$78.9K +141 +15%
EWM
513
Evercore Wealth Management
New York
$603K – – –
Rockefeller Capital Management
514
Rockefeller Capital Management
New York
$600K -$178K -318 -23%
SLG
515
Stanley-Laman Group
Pennsylvania
$598K -$9.52K -17 -2%
CGL
516
Clarius Group LLC
Washington
$573K -$1.68K -3 -0.3%
FTDI
517
First Trust Direct Indexing
Massachusetts
$570K +$82.3K +147 +17%
CIC
518
Cornercap Investment Counsel
Georgia
$560K -$2.1M -3,750 -79%
HA
519
Harbor Advisors
Florida
$560K – – –
AIP
520
Ameritas Investment Partners
Nebraska
$555K – – –
MCM
521
MAI Capital Management
Ohio
$554K +$63.2K +113 +13%
PA
522
Profund Advisors
Maryland
$545K +$34.1K +61 +7%
FMAEN1
523
Fund Management at Engine No 1
California
$543K +$50.4K +90 +10%
CI
524
Cigna Investments
Connecticut
$536K -$15.7K -28 -3%
CC
525
Cipher Capital
New York
$535K +$29.1K +52 +6%
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