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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
SA
626
SRN Advisors
Pennsylvania
$349K +$357K +570 New
AT
627
American Trust
Kentucky
$349K +$357K +569 New
CCM
628
Copeland Capital Management
Pennsylvania
$348K +$6.9K +11 +2%
CS
629
Comerica Securities
Michigan
$347K +$9.41K +15 +3%
JAFL
630
Jay A. Fishman Ltd
Michigan
$346K -$7.53K -12 -2%
CB
631
CNB Bank
Pennsylvania
$346K +$13.2K +21 +4%
EN1L
632
Engine No 1 LLC
California
$346K +$73.4K +117 +26%
TEC
633
Tiger Eye Capital
Tennessee
$342K – – –
TA
634
Tectonic Advisors
Texas
$341K – – –
AA
635
Ancora Advisors
Ohio
$340K – – –
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$337K +$102K +162 +42%
CWM
637
Cornerstone Wealth Management
Missouri
$336K +$343K +547 New
DWM
638
Drive Wealth Management
Utah
$333K +$341K +544 New
IA
639
IFP Advisors
Florida
$329K +$95.3K +152 +40%
TWC
640
TD Waterhouse Canada
Ontario, Canada
$326K +$300K +478 New
SCM
641
Shelton Capital Management
Colorado
$325K – – –
ACA
642
Atlas Capital Advisors
Wyoming
$324K – – –
FP
643
Foundry Partners
Minnesota
$318K – – –
AAM
644
Aureus Asset Management
Massachusetts
$316K – – –
FA
645
Fermata Advisors
California
$313K -$3.76K -6 -1%
NIMI
646
Natixis Investment Managers International
France
$309K -$122K -195 -28%
RCAG
647
Rehmann Capital Advisory Group
Michigan
$304K +$3.14K +5 +1%
GL
648
Graypoint LLC
New York
$300K +$82.8K +132 +37%
TCM
649
Teza Capital Management
Illinois
$300K +$307K +489 New
VC
650
Veracity Capital
Georgia
$298K +$24.5K +39 +9%
24 25
26
27 28

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.