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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
CC
576
Centiva Capital
New York
$342K -$89.5K -228 -23%
NIMI
577
Natixis Investment Managers International
France
$339K +$298K +760 New
OIA
578
OneDigital Investment Advisors
Kansas
$331K +$21.2K +54 +8%
VCM
579
Virtue Capital Management
Tennessee
$323K +$26.3K +67 +10%
HSA
580
HBK Sorce Advisory
Pennsylvania
$319K -$1.57K -4 -0.6%
ACM
581
Alpha Capital Management
Texas
$316K -$2.75K -7 -1%
MAM
582
Morse Asset Management
Connecticut
$313K +$275K +700 New
Lido Advisors
583
Lido Advisors
California
$302K +$266K +678 New
AAM
584
Aureus Asset Management
Massachusetts
$301K – – –
FHA
585
Flagship Harbor Advisors
Massachusetts
$294K +$2.75K +7 +1%
USGIU
586
U.S. Global Investors (USGI)
Texas
$283K -$137K -350 -36%
JAFL
587
Jay A. Fishman Ltd
Michigan
$280K -$39.2K -100 -14%
UR
588
USCA RIA
Texas
$278K -$394K -1,004 -62%
CG
589
Caprock Group
Idaho
$278K +$5.1K +13 +2%
MAM
590
Magellan Asset Management
Australia
$276K +$215K +547 +760%
VPIM
591
Vanguard Personalized Indexing Management
California
$275K +$242K +616 New
P
592
Pitcairn
Pennsylvania
$273K -$1.57K -4 -0.7%
SFS
593
Sowell Financial Services
Arkansas
$271K -$106K -271 -31%
DT
594
Diversified Trust
Tennessee
$271K -$36.9K -94 -13%
WAS
595
Wealth Advisory Solutions
Indiana
$271K -$3.14K -8 -1%
PTC
596
Private Trust Company
Ohio
$271K +$6.67K +17 +3%
CWM
597
Chesapeake Wealth Management
Virginia
$270K -$29.4K -75 -11%
AWP
598
Ascent Wealth Partners
New York
$270K +$237K +604 New
NW
599
NewEdge Wealth
Pennsylvania
$270K +$237K +605 New
ER
600
Enlightenment Research
Florida
$268K +$235K +600 New
22 23
24
25 26

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.