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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
MNBTD
626
Moody National Bank Trust Division
Texas
$212K +$186K +474 New
MYAM
627
Meiji Yasuda Asset Management
Japan
$212K +$186K +475 New
MC
628
Maverick Capital
Texas
$206K -$1.63M -4,152 -90%
OSAM
629
O'Shaughnessy Asset Management
Connecticut
$206K +$5.88K +15 +3%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$206K +$181K +461 New
FT
631
Fiduciary Trust
Massachusetts
$205K +$180K +459 New
TI
632
Tidal Investments
Wisconsin
$203K +$178K +454 New
S
633
SignatureFD
Georgia
$198K +$7.06K +18 +4%
EI
634
Ellevest Inc
New York
$196K +$62K +158 +56%
PWM
635
Perigon Wealth Management
California
$173K +$152K +388 New
CAPTRUST Financial Advisors
636
CAPTRUST Financial Advisors
North Carolina
$162K -$9.42K -24 -6%
PCH
637
PGIM Custom Harvest
New Jersey
$158K +$148K +378 New
CFB
638
Cullen/Frost Bankers
Texas
$156K -$1.96K -5 -1%
KCM
639
Kathmere Capital Management
Pennsylvania
$154K – – –
CB
640
CNB Bank
Pennsylvania
$153K +$19.6K +50 +17%
GLLW
641
Graves Light Lenhart Wealth
Virginia
$151K +$133K +338 New
POIA
642
Pin Oak Investment Advisors
Texas
$150K – – –
QCG
643
Quadrant Capital Group
Ohio
$135K +$30.2K +77 +34%
PA
644
Perennial Advisors
New York
$134K +$118K +300 New
JAM
645
JCIC Asset Management
Ontario, Canada
$124K +$52.2K +133 +92%
Carson Wealth (CWM LLC)
646
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
RPWA
647
Regent Peak Wealth Advisors
Georgia
$112K +$98.5K +251 New
MIM
648
Meridiem Investment Management
United Kingdom
$109K +$96.1K +245 New
FHA
649
First Horizon Advisors
Tennessee
$104K +$14.9K +38 +19%
PWPS
650
Pinnacle Wealth Planning Services
Ohio
$103K +$90.6K +231 New
24 25
26
27 28

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.