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MSCI
MSCI

850 hedge funds and large institutions have $44.9B invested in MSCI in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
122
Increased
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
576
Intellectus Partners
California
$493K -$8.15K -13 -2%
RA
577
RFG Advisory
Alabama
$486K +$35.1K +56 +8%
EWA
578
EverSource Wealth Advisors
Alabama
$484K +$495K +789 New
DT
579
Diversified Trust
Tennessee
$479K +$59.6K +95 +14%
ERWM
580
Elk River Wealth Management
Colorado
$478K – – –
MPM
581
MBB Public Markets
Illinois
$477K +$488K +778 New
CG
582
Caprock Group
Idaho
$475K +$112K +178 +30%
CIC
583
Chilton Investment Company
Connecticut
$466K -$246K -392 -34%
PA
584
Parallel Advisors
California
$459K +$6.9K +11 +1%
BFA
585
BMS Financial Advisors
South Dakota
$457K +$468K +746 New
SP
586
Symmetry Partners
Connecticut
$456K -$146K -232 -24%
S
587
SignatureFD
Georgia
$456K -$6.27K -10 -1%
BWP
588
BSW Wealth Partners
Colorado
$453K -$81.5K -130 -15%
SWA
589
SFMG Wealth Advisors
Texas
$452K -$70.2K -112 -13%
CI
590
Conning Inc
Connecticut
$450K -$60.2K -96 -12%
SF
591
Synovus Financial
Georgia
$449K +$74K +118 +19%
AAM
592
Advisors Asset Management
Colorado
$447K -$13.2K -21 -3%
GSWM
593
Golden State Wealth Management
California
$447K +$11.9K +19 +3%
SIM
594
Sentry Investment Management
Wisconsin
$446K – – –
MGP
595
Metis Global Partners
California
$440K +$451K +719 New
Calamos Advisors
596
Calamos Advisors
Illinois
$439K – – –
OTPPB
597
Ontario Teachers' Pension Plan Board
Ontario, Canada
$437K -$83.4K -133 -16%
Rockefeller Capital Management
598
Rockefeller Capital Management
New York
$433K +$64.6K +103 +17%
ED
599
Exane Derivatives
France
$431K +$299K +477 +210%
AWP
600
Ascent Wealth Partners
New York
$431K +$17.6K +28 +4%
22 23
24
25 26

MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.