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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
CI Investments Inc
651
CI Investments Inc
Ontario, Canada
$102K -$16.9K -43 -16%
LCWP
652
Legacy Capital Wealth Partners
Arkansas
$100K +$87.9K +224 New
AAM
653
Advisors Asset Management
Colorado
$94K +$58.1K +148 +235%
Fidelity International
654
Fidelity International
Bermuda
$93K +$80.8K +206 +10,300%
PCG
655
Private Capital Group
Connecticut
$89K -$123K -314 -61%
Northwestern Mutual Wealth Management
656
Northwestern Mutual Wealth Management
Wisconsin
$87K +$38.1K +97 +99%
WT
657
Whittier Trust
California
$77K +$35.3K +90 +108%
PCM
658
Penserra Capital Management
California
$76K +$14.1K +36 +26%
BCA
659
Berman Capital Advisors
Georgia
$74K +$19.6K +50 +43%
KC
660
Kinloch Capital
Virginia
$66K +$57.7K +147 New
D
661
Diversified
Delaware
$64K +$70.2K +179 New
ICP
662
Interchange Capital Partners
Pennsylvania
$56K +$49.4K +126 New
ED
663
Exane Derivatives
France
$55.8K +$49K +125 New
GRP
664
Global Retirement Partners
California
$55K -$5.88K -15 -11%
APWA
665
Atlas Private Wealth Advisors
New Jersey
$54K – – –
CCA
666
Childress Capital Advisors
Texas
$50K +$43.9K +112 New
LC
667
Lindbrook Capital
California
$47K – – –
FF
668
FourThought Financial
Florida
$47K +$42K +107 New
CWC
669
Carolinas Wealth Consulting
North Carolina
$45K -$16.9K -43 -30%
CI
670
CX Institutional
Indiana
$44K +$13.3K +34 +53%
BAM
671
Bellevue Asset Management
Washington
$42K – – –
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$42K +$36.9K +94 New
CFD
673
Creative Financial Designs
Indiana
$38K – – –
GCGDR
674
Geo Capital Gestora de Recursos
Brazil
$38K +$33.7K +86 New
GAM
675
Gemmer Asset Management
California
$37K – – –
25 26
27
28 29

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.