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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 %
FP
551
Foundry Partners
Minnesota
$451K -$7.28K -13 -2%
CG
552
Caprock Group
Idaho
$448K -$97.9K -175 -18%
AUB
553
Atlantic Union Bankshares
Virginia
$447K +$447K +798 New
MNBTD
554
Moody National Bank Trust Division
Texas
$445K – – –
GC
555
Gilbert & Cook
Iowa
$443K -$165K -294 -27%
ZB
556
Zions Bancorporation
Utah
$442K -$2.24K -4 -0.5%
BCFD
557
Boit C.F. David
$442K – – –
ERWM
558
Elk River Wealth Management
Colorado
$437K – – –
SFA
559
Sequoia Financial Advisors
Ohio
$434K +$12.9K +23 +3%
CM
560
Capula Management
Cayman Islands
$434K +$434K +776 New
MYAM
561
Meiji Yasuda Asset Management
Japan
$434K -$16.8K -30 -4%
JCM
562
J2 Capital Management
Michigan
$433K – – –
SC
563
Scotia Capital
Ontario, Canada
$432K +$87.9K +157 +26%
BHPW
564
Beverly Hills Private Wealth
California
$431K +$20.7K +37 +5%
BRWA
565
B. Riley Wealth Advisors
Florida
$431K -$4.48K -8 -1%
TW
566
Transform Wealth
Colorado
$430K -$30.8K -55 -7%
QCG
567
Quadrant Capital Group
Ohio
$430K +$47K +84 +12%
GLR
568
Great Lakes Retirement
Ohio
$429K +$429K +766 New
CAM
569
Cresset Asset Management
Illinois
$423K +$423K +755 New
SWA
570
SFMG Wealth Advisors
Texas
$421K +$12.3K +22 +3%
FCP
571
Fidelis Capital Partners
Florida
$413K +$413K +871 New
WSFS
572
Wilmington Savings Fund Society
Delaware
$407K – – –
PPC
573
Park Place Capital
Alabama
$406K +$92.3K +165 +29%
SSA
574
Schonfeld Strategic Advisors
New York
$406K -$958K -1,712 -70%
EF
575
Empowered Funds
Pennsylvania
$405K +$405K +723 New
21 22
23
24 25