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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
QI
551
QS Investors
New York
$413K -$24.7K -63 -6%
CRCM
552
Corbett Road Capital Management
Virginia
$408K -$31.4K -80 -8%
CF
553
Copperwynd Financial
Arizona
$406K +$58.1K +148 +19%
WSFS
554
Wilmington Savings Fund Society
Delaware
$404K -$3.92K -10 -1%
HFM
555
Harvest Fund Management
China
$403K +$82K +209 +30%
FC
556
Forte Capital
New York
$402K – – –
WFC
557
Western Financial Corp
California
$399K +$352K +896 New
AO
558
Advisor OS
Illinois
$388K +$77.7K +198 +30%
SBH
559
Segall Bryant & Hamill
Illinois
$378K +$332K +845 New
CGL
560
Clarius Group LLC
Washington
$372K +$91.4K +233 +39%
FTDI
561
First Trust Direct Indexing
Massachusetts
$372K +$327K +833 New
SWA
562
SFMG Wealth Advisors
Texas
$369K +$324K +826 New
ZB
563
Zions Bancorporation
Utah
$368K -$89.8K -229 -22%
SCA
564
Snowden Capital Advisors
New York
$367K +$14.1K +36 +5%
PC
565
Pier Capital
Connecticut
$365K -$293K -747 -48%
IFWM
566
Institute for Wealth Management
Colorado
$362K +$318K +811 New
EF
567
Empirical Finance
Pennsylvania
$361K +$58.9K +150 +23%
BUB
568
BBVA USA Bancshares
Texas
$358K +$1.96K +5 +0.6%
FMT
569
First Mercantile Trust
Tennessee
$356K +$17.7K +45 +6%
MCM
570
MAI Capital Management
Ohio
$355K +$34.1K +87 +12%
IWA
571
Intercontinental Wealth Advisors
Texas
$354K +$311K +793 New
PIM
572
Perpetual Investment Management
Australia
$352K +$317K +807 New
CWA
573
Clarus Wealth Advisors
Arizona
$350K +$304K +775 New
ERWM
574
Elk River Wealth Management
Colorado
$348K +$306K +780 New
MFW
575
Meristem Family Wealth
Minnesota
$346K – – –
21 22
23
24 25

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.