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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
FDCDDQ
601
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$197K +502 +512%
RWA
602
Redhawk Wealth Advisors
Minnesota
$267K +$6.67K +17 +3%
SF
603
Synovus Financial
Georgia
$265K -$20.4K -52 -8%
MPPW
604
Mitchell & Pahl Private Wealth
Oklahoma
$265K +$233K +593 New
PA
605
Parallel Advisors
California
$262K -$39.2K -100 -15%
RCA
606
Rowland Carmichael Advisors
Arizona
$262K +$2.35K +6 +1%
C
607
Certuity
Florida
$259K +$228K +580 New
PFS
608
Prospera Financial Services
Texas
$258K +$226K +577 New
PJB
609
Paul John Balson
California
$249K +$219K +558 New
RJT
610
Raymond James Trust
Florida
$248K -$4.32K -11 -2%
AA
611
Ancora Advisors
Ohio
$248K – – –
TAM
612
Trust Asset Management
Texas
$248K +$218K +556 New
SCM
613
Shelton Capital Management
Colorado
$246K -$18K -46 -8%
IA
614
IFP Advisors
Florida
$235K +$4.71K +12 +2%
MAM
615
Meeder Asset Management
Ohio
$231K +$45.9K +117 +29%
BBHC
616
Brown Brothers Harriman & Co
New York
$231K +$194K +494 +2,148%
BC
617
Bridgefront Capital
Texas
$229K +$201K +513 New
FCM
618
Fortis Capital Management
Washington
$226K +$199K +507 New
FMLI
619
Fukoku Mutual Life Insurance
Japan
$223K -$589K -1,500 -75%
ST
620
Smithfield Trust
Pennsylvania
$220K +$4.32K +11 +2%
PGCM
621
Prescott Group Capital Management
Oklahoma
$219K +$193K +491 New
PCP
622
Proficio Capital Partners
Massachusetts
$216K +$190K +484 New
FPA
623
First Pacific Advisors
California
$214K -$5.88K -15 -3%
TFS
624
Thoroughbred Financial Services
Tennessee
$214K +$188K +479 New
BAM
625
Barrett Asset Management
New York
$212K – – –
23 24
25
26 27

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.