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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 Market Value Shares Shares
Change 		Shares
Change %
MFA
651
Mayflower Financial Advisors
Massachusetts
$223K 399 +399 New
PP
652
PDS Planning
Ohio
$222K 397 +397 New
VC
653
Veracity Capital
Georgia
$221K 396 +396 New
SI
654
Stephens Inc
Arkansas
$221K 395 -40 -9%
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$221K 394 +394 New
RSWM
656
Robertson Stephens Wealth Management
California
$219K 391 +391 New
TWC
657
TD Waterhouse Canada
Ontario, Canada
$218K 335 +21 +7%
LA
658
LVW Advisors
New York
$216K 386 +386 New
SMA
659
Sage Mountain Advisors
Georgia
$214K 383 +383 New
IAN
660
Integrated Advisors Network
Texas
$213K 381 +381 New
SS
661
Sunbelt Securities
Texas
$210K 383 +383 New
DWA
662
Douglass Winthrop Advisors
New York
$207K 370 +370 New
SC
663
Savant Capital
Illinois
$207K 369 +369 New
PA
664
Perennial Advisors
New York
$205K 367 +367 New
AIM
665
Anchor Investment Management
South Carolina
$205K 367 – –
BCM
666
Buckhead Capital Management
Georgia
$201K 360 +360 New
Northwestern Mutual Wealth Management
667
Northwestern Mutual Wealth Management
Wisconsin
$199K 356 – –
MAM
668
Magellan Asset Management
Australia
$181K 324 -30 -8%
GRP
669
Global Retirement Partners
California
$168K 361 +5 +1%
FDCDDQ
670
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K 286 +32 +13%
BAM
671
Belpointe Asset Management
Nevada
$160K 285 -4 -1%
JAM
672
JCIC Asset Management
Ontario, Canada
$157K 280 – –
SWM
673
Spire Wealth Management
Virginia
$152K 272 -3 -1%
GGI
674
Godsey & Gibb Inc
Virginia
$140K 250 – –
CFO
675
CVA Family Office
Colorado
$138K 246 +4 +2%
25 26
27
28 29