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MSCI
MSCI

Overview Fund Activity

682 hedge funds and large institutions have $26.6B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 228 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+31
Holders Change %
+4.76%
% of All Funds
13.8%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
89
Increased
228
Reduced
287
Closed
54
Calls
$166M
Puts
$93.8M
Net Calls
+$72.5M
Net Calls Change
+$80.8M

Top Buyers

1
MCM
Melvin Capital Management
New York
$134M
2
Capital International Investors
Capital International Investors
California
$464M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1B
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$243M
5
Allianz Asset Management
Allianz Asset Management
Germany
$134M

Top Sellers

1
CWG
C WorldWide Group
Denmark
$2.4M
2
Polen Capital Management
Polen Capital Management
Florida
$644M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.04B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.18B
5
CTA
Carillon Tower Advisers
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
601
Braun-Bostich & Associates
Pennsylvania
$64K +$64K +178 New
SIAS
602
Shine Investment Advisory Services
Colorado
$55K -$3.57K -10 -6%
JAM
603
JCIC Asset Management
Ontario, Canada
$52K +$5.38K +15 +12%
CWC
604
Carolinas Wealth Consulting
North Carolina
$51K +$51K +144 New
GRP
605
Global Retirement Partners
California
$50K -$28.1K -78 -36%
PCM
606
Penserra Capital Management
California
$48K +$5.65K +16 +13%
ETC
607
Exchange Traded Concepts
Oklahoma
$48K +$33.7K +94 +235%
AWA
608
Arkadios Wealth Advisors
Georgia
$46.4K +$1.83K +5 +4%
APWA
609
Atlas Private Wealth Advisors
New Jersey
$43K – – –
BCA
610
Berman Capital Advisors
Georgia
$41K -$701 -2 -2%
BAM
611
Bellevue Asset Management
Washington
$38K – – –
LC
612
Lindbrook Capital
California
$38K +$5.74K +16 +18%
TCM
613
Tradewinds Capital Management
Washington
$36K – – –
Northwestern Mutual Wealth Management
614
Northwestern Mutual Wealth Management
Wisconsin
$35K -$9.64K -27 -22%
FDCDDQ
615
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35K +$357 +1 +1%
Millennium Management
616
Millennium Management
New York
$34K +$5.8K +16,265 +21%
WT
617
Whittier Trust
California
$30K – – –
CFD
618
Creative Financial Designs
Indiana
$30K – – –
M
619
Mirova
France
$30K +$2.5K +7 +9%
CYG
620
Clean Yield Group
Vermont
$29K – – –
GAM
621
Gemmer Asset Management
California
$29K – – –
NNP
622
Nachman Norwood & Parrott
South Carolina
$27K +$27K +75 New
MAM
623
Magellan Asset Management
Australia
$26K +$26K +72 New
SL
624
Savior LLC
Massachusetts
$24K – – –
CI
625
CX Institutional
Indiana
$23K +$5.75K +16 +33%
23 24
25
26 27