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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
CPIG
526
Chicago Partners Investment Group
Illinois
$517K +$492K +1,254 New
CI
527
Conning Inc
Connecticut
$514K -$23.5K -60 -5%
EWM
528
Evercore Wealth Management
New York
$513K +$1.96K +5 +0.4%
MSRPS
529
Maryland State Retirement & Pension System
Maryland
$513K +$516K +1,314 New
PHK
530
Point72 Hong Kong
Hong Kong
$510K -$1.08M -2,742 -71%
AC
531
Allstate Corporation
Illinois
$509K +$30.6K +78 +7%
ALAM
532
Asahi Life Asset Management
Japan
$507K +$249K +635 +127%
OTPPB
533
Ontario Teachers' Pension Plan Board
Ontario, Canada
$505K +$137K +348 +44%
IA
534
IndexIQ Advisors
New York
$497K +$200K +509 +84%
GBT
535
Grove Bank & Trust
Florida
$494K +$9.02K +23 +2%
ECA
536
Elevated Capital Advisors
Utah
$486K +$25.9K +66 +6%
NFG
537
Next Financial Group
Texas
$463K +$289K +737 +246%
TA
538
Tectonic Advisors
Texas
$458K +$402K +1,025 New
DCM
539
Driehaus Capital Management
Illinois
$452K -$122K -311 -24%
CCA
540
Checchi Capital Advisers
California
$449K -$13.7K -35 -3%
HA
541
Harbor Advisors
Florida
$447K – – –
PAM
542
Paradigm Asset Management
New York
$447K +$392K +1,000 New
MFG
543
Menard Financial Group
Texas
$446K +$122K +311 +45%
IP
544
Intellectus Partners
California
$444K +$13.7K +35 +4%
NP
545
Ninepoint Partners
Ontario, Canada
$440K +$387K +986 New
SP
546
Symmetry Partners
Connecticut
$438K +$1.18K +3 +0.3%
MWM
547
Meridian Wealth Management
Kentucky
$429K +$377K +961 New
SCM
548
SevenOneSeven Capital Management
Pennsylvania
$421K +$370K +943 New
EMG
549
ETF Managers Group
New Jersey
$420K -$620K -1,579 -62%
GC
550
GFG Capital
Florida
$419K – – –
20 21
22
23 24

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.