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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
Squarepoint
551
Squarepoint
New York
-$835K -4,200 Closed
SCM
552
Stevens Capital Management
Pennsylvania
-$792K -3,983 Closed
Simplex Trading
553
Simplex Trading
Illinois
-$680K -3,035 Closed
QCM
554
Quantinno Capital Management
New York
-$590K -2,965 Closed
TRCT
555
Tower Research Capital (TRC)
New York
-$354K -1,782 Closed
LCM
556
Landscape Capital Management
New Jersey
-$329K -1,654 Closed
WI
557
WBI Investments
New Jersey
-$325K -1,630 Closed
TA
558
Tiedemann Advisors
New York
-$270K -1,347 Closed
Group One Trading
559
Group One Trading
Illinois
-$297K -1,324 Closed
SBH
560
Segall Bryant & Hamill
Illinois
-$254K -1,281 Closed
JA
561
JOYN Advisors
Georgia
-$214K -1,074 Closed
PA
562
Perennial Advisors
New York
-$208K -1,045 Closed
CWM
563
Chesapeake Wealth Management
Virginia
-$208K -1,044 Closed
NFG
564
Next Financial Group
Texas
-$233K -1,041 -100%
Calamos Advisors
565
Calamos Advisors
Illinois
-$204K -1,025 Closed
LC
566
Lavaca Capital
Texas
-$172K -864 Closed
MNBTD
567
Moody National Bank Trust Division
Texas
-$134K -676 Closed
KPW
568
Kore Private Wealth
New York
-$132K -666 Closed
FHB
569
First Hawaiian Bank
Hawaii
-$74K -371 Closed
WAM
570
Wealthspire Advisors (Maryland)
Maryland
-$32K -161 Closed
CAM
571
Cresset Asset Management
Illinois
-$30K -150 Closed
WTB
572
Washington Trust Bank
Washington
-$15K -75 Closed
BGIM
573
Brandywine Global Investment Management
Pennsylvania
-$15K -71 Closed
PGA
574
Premia Global Advisors
Florida
-$12K -64 Closed
RFC
575
Regions Financial Corp
Alabama
-$12K -59 Closed

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.