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MSCI
MSCI

Overview Fund Activity

759 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 292 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+77
Holders Change %
+11.29%
% of All Funds
13.47%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
138
Increased
292
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
$216M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
3
DZ Bank
DZ Bank
Germany
$271M
4
CTA
Carillon Tower Advisers
Florida
$150M
5
Swedbank
Swedbank
Sweden
$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
2
BlackRock
BlackRock
New York
$2.86B
3
SM
SCGE Management
California
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.86B
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
651
Advisors Asset Management
Colorado
$94K +$65.9K +148 +235%
Fidelity International
652
Fidelity International
Bermuda
$93K +$92.1K +206 +10,300%
PCG
653
Private Capital Group
Connecticut
$89K -$140K -314 -61%
Northwestern Mutual Wealth Management
654
Northwestern Mutual Wealth Management
Wisconsin
$87K +$43.3K +97 +99%
WT
655
Whittier Trust
California
$77K +$40.1K +90 +108%
PCM
656
Penserra Capital Management
California
$76K +$15.9K +36 +26%
BCA
657
Berman Capital Advisors
Georgia
$74K +$22.2K +50 +43%
KC
658
Kinloch Capital
Virginia
$66K +$66K +147 New
D
659
Diversified
Delaware
$64K +$64K +179 New
ICP
660
Interchange Capital Partners
Pennsylvania
$56K +$56K +126 New
ED
661
Exane Derivatives
France
$55.8K +$55.8K +125 New
GRP
662
Global Retirement Partners
California
$55K -$6.65K -15 -11%
APWA
663
Atlas Private Wealth Advisors
New Jersey
$54K – – –
CCA
664
Childress Capital Advisors
Texas
$50K +$50K +112 New
LC
665
Lindbrook Capital
California
$47K – – –
FF
666
FourThought Financial
Florida
$47K +$47K +107 New
CWC
667
Carolinas Wealth Consulting
North Carolina
$45K -$19.2K -43 -30%
CI
668
CX Institutional
Indiana
$44K +$15.3K +34 +53%
BAM
669
Bellevue Asset Management
Washington
$42K – – –
JGIA
670
Jackson Grant Investment Advisers
Connecticut
$42K +$42K +94 New
CFD
671
Creative Financial Designs
Indiana
$38K – – –
GCGDR
672
Geo Capital Gestora de Recursos
Brazil
$38K +$38K +86 New
GAM
673
Gemmer Asset Management
California
$37K – – –
CYG
674
Clean Yield Group
Vermont
$36K – – –
GWM
675
Geneos Wealth Management
Colorado
$35K +$35K +464 New
25 26
27
28 29