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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 %
WPC
526
Wedmont Private Capital
Pennsylvania
$525K +$30.7K +58 +6%
WWP
527
WR Wealth Planners
Missouri
$522K +$16.8K +30 +3%
Lido Advisors
528
Lido Advisors
California
$518K +$28.6K +51 +6%
TAM
529
Trust Asset Management
Texas
$514K +$1.12K +2 +0.2%
LP
530
LMR Partners
United Kingdom
$512K +$145K +259 +39%
QCM
531
Quantinno Capital Management
New York
$509K +$509K +909 New
DEA
532
DoubleLine ETF Adviser
Florida
$507K -$123K -219 -19%
C
533
Certuity
Florida
$498K -$6.72K -12 -1%
VCM
534
Virtue Capital Management
Tennessee
$496K -$39.4K -86 -7%
OIA
535
OneDigital Investment Advisors
Kansas
$493K +$118K +210 +31%
SBH
536
Segall Bryant & Hamill
Illinois
$491K -$63.1K -113 -11%
P
537
Pitcairn
Pennsylvania
$491K -$1.68K -3 -0.3%
LOAMS
538
Lombard Odier Asset Management (Switzerland)
Switzerland
$490K +$490K +876 New
QT
539
Quantamental Technologies
New York
$490K +$209K +373 +74%
NP
540
NorthRock Partners
Minnesota
$487K +$59.9K +107 +14%
CCA
541
Checchi Capital Advisers
California
$485K -$6.72K -12 -1%
AAB
542
ABN AMRO Bank
Netherlands
$480K +$480K +855 New
TCBWMS
543
Texas Capital Bank Wealth Management Services
Texas
$476K – – –
SP
544
Symmetry Partners
Connecticut
$475K – – –
IEFM
545
IQ EQ Fund Management
Ireland
$474K -$91.8K -164 -16%
BFA
546
BMS Financial Advisors
South Dakota
$474K +$2.8K +5 +0.6%
RA
547
RFG Advisory
Alabama
$467K -$560 -1 -0.1%
PRC
548
Pearl River Capital
Michigan
$459K -$427K -763 -48%
JF
549
JSF Financial
California
$458K +$20.1K +36 +5%
RJT
550
Raymond James Trust
Florida
$452K -$17.3K -31 -4%
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