MSCI
MSCI
608 hedge funds and large institutions have $22.5B invested in MSCI in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 81 closing their positions.
111% more funds holding in top 10
Funds holding in top 10: 9 → 19 (+10)
13% more capital invested
Capital invested by funds: $20B → $22.5B (+$2.56B)
10% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 81
0.54% more ownership
Funds ownership: 91.31% → 91.86% (+0.54%)
0% more funds holding
Funds holding: 606 → 608 (+2)
18% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 251
36% less call options, than puts
Call options by funds: $53M | Put options by funds: $82.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$328M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$152M |
| 3 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$152M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$137M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$262M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$118M |
| 3 |
Renaissance Technologies
New York
|
-$116M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$101M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$62.5M |
MSCI Hedge Fund Activity: Q1 2020 in Review
608 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2020, worth a combined $22.5B — up 13% from $20B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new MSCI positions and 81 closed out — a net gain of 8 holders — while 207 added to existing stakes and 251 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $328M. The largest seller was Fidelity Investments, cutting an estimated $262M.
- 608 institutional investors held MSCI (MSCI) as of Q1 2020, up from 606 in Q4 2019.
- Funds reported $22.5B of MSCI stock for Q1 2020, up 13% quarter-over-quarter.
- 89 funds opened new MSCI positions in Q1 2020 and 81 closed out, a net change of +8 holders.
- The largest MSCI buyer in Q1 2020 was T. Rowe Price Associates, an estimated $328M added.
- The largest MSCI seller in Q1 2020 was Fidelity Investments, an estimated $262M sold.
Based on aggregated 13F filings for Q1 2020.