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MSCI
MSCI

Overview Fund Activity

813 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

Holders
813
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13.01%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
1
Amundi
France
$379M
2
Capital World Investors
2
Capital World Investors
California
$497M
3
AIM
3
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$717M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
PGCM
626
Prescott Group Capital Management
Oklahoma
$275K – – –
CPW
627
Crestmont Private Wealth
Texas
$270K +$270K +482 New
GA
628
Geller Advisors
New York
$270K +$270K +482 New
RB
629
Renasant Bank
Mississippi
$269K +$269K +480 New
IAA
630
Independent Advisor Alliance
North Carolina
$267K +$267K +478 New
PCS
631
Personal CFO Solutions
New Jersey
$265K +$13.4K +24 +5%
WCM
632
WealthBridge Capital Management
Ohio
$265K +$1.12K +2 +0.4%
AT
633
American Trust
Kentucky
$262K -$14.6K -26 -5%
TFS
634
Thoroughbred Financial Services
Tennessee
$262K – – –
FT
635
Fiduciary Trust
Massachusetts
$257K -$14K -25 -5%
GCM
636
Gallacher Capital Management
Colorado
$255K +$255K +456 New
NW
637
NewEdge Wealth
Pennsylvania
$249K +$249K +445 New
SIA
638
Schechter Investment Advisors
Michigan
$246K +$246K +440 New
CAL
639
Capital Advisors Ltd
Ohio
$246K +$1.12K +2 +0.5%
ONB
640
Old National Bancorp
Indiana
$241K – – –
WPW
641
Waldron Private Wealth
Pennsylvania
$239K +$239K +427 New
RCAG
642
Rehmann Capital Advisory Group
Michigan
$237K +$237K +423 New
NIMI
643
Natixis Investment Managers International
France
$236K -$114K -204 -33%
MG
644
Mather Group
Illinois
$235K +$235K +420 New
ST
645
Smithfield Trust
Pennsylvania
$234K – – –
KCM
646
Kathmere Capital Management
Pennsylvania
$233K -$13.4K -24 -5%
CANY
647
Caxton Associates (New York)
New York
$233K +$233K +416 New
PSP
648
Principal Street Partners
Tennessee
$229K +$229K +410 New
EWA
649
EverSource Wealth Advisors
Alabama
$228K -$1.68K -3 -0.7%
BEC
650
Blue Edge Capital
Virginia
$224K +$224K +400 New
24 25
26
27 28