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MSCI
MSCI

Overview Fund Activity

808 hedge funds and large institutions have $33.4B invested in MSCI in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
88
Increased
279
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
2
OCBV
Ownership Capital B.V.
Netherlands
+$130M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$113M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$102M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$435M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$279M
3
DCP
Durable Capital Partners
Maryland
-$259M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$227M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
551
RFG Advisory
Alabama
$403K +$11.3K +24 +3%
FTDI
552
First Trust Direct Indexing
Massachusetts
$402K -$76.5K -163 -16%
BC
553
Brookfield Corp
Ontario, Canada
$400K -$672K -1,433 -63%
TCBWMS
554
Texas Capital Bank Wealth Management Services
Texas
$399K +$469 +1 +0.1%
RJT
555
Raymond James Trust
Florida
$399K +$19.7K +42 +5%
WSFS
556
Wilmington Savings Fund Society
Delaware
$399K +$57.7K +123 +17%
SP
557
Symmetry Partners
Connecticut
$398K – – –
C
558
Certuity
Florida
$383K -$34.7K -74 -8%
BCFD
559
Boit C.F. David
$380K – – –
FP
560
Foundry Partners
Minnesota
$378K – – –
VCM
561
Virtue Capital Management
Tennessee
$378K -$134K -284 -26%
CWA
562
CM Wealth Advisors
Ohio
$375K -$1.59M -2,883 -81%
MNBTD
563
Moody National Bank Trust Division
Texas
$373K – – –
IEFM
564
IQ EQ Fund Management
Ireland
$370K -$27.2K -58 -7%
ERWM
565
Elk River Wealth Management
Colorado
$366K – – –
SFA
566
Sequoia Financial Advisors
Ohio
$365K +$469 +1 +0.1%
MYAM
567
Meiji Yasuda Asset Management
Japan
$364K – – –
CCA
568
Checchi Capital Advisers
California
$360K -$46.5K -99 -11%
GLR
569
Great Lakes Retirement
Ohio
$358K -$1.41K -3 -0.4%
AWP
570
Ascent Wealth Partners
New York
$357K +$77K +164 +28%
WEG
571
World Equity Group
Illinois
$354K +$354K +755 New
ICG
572
InterOcean Capital Group
Tennessee
$352K -$243K -518 -41%
SWA
573
SFMG Wealth Advisors
Texas
$347K -$6.1K -13 -2%
Lido Advisors
574
Lido Advisors
California
$345K -$90.2K -192 -21%
HT
575
Headlands Technologies
Illinois
$344K +$344K +734 New
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