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MSCI
MSCI

Overview Fund Activity

808 hedge funds and large institutions have $33.4B invested in MSCI in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
88
Increased
279
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
2
OCBV
Ownership Capital B.V.
Netherlands
+$130M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$113M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$102M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$435M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$279M
3
DCP
Durable Capital Partners
Maryland
-$259M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$227M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
651
WealthBridge Capital Management
Ohio
$214K -$7.98K -17 -4%
AA
652
Ancora Advisors
Ohio
$208K -$56.3K -120 -21%
CS
653
Comerica Securities
Michigan
$207K -$35.7K -76 -15%
RB
654
Renasant Bank
Mississippi
$206K -$18.8K -40 -8%
EWA
655
EP Wealth Advisors
California
$205K +$128K +16,118 +166%
PMAM
656
Picton Mahoney Asset Management
Ontario, Canada
$205K -$16.1M -34,415 -99%
MA
657
MJP Associates
Connecticut
$205K +$205K +436 New
VFA
658
Valeo Financial Advisors
Indiana
$204K -$50.7K -108 -20%
LA
659
LBP AM
France
$201K -$6.25M -13,313 -97%
PP
660
PDS Planning
Ohio
$201K +$15K +32 +8%
ST
661
Smithfield Trust
Pennsylvania
$195K – – –
Point72 Asset Management
662
Point72 Asset Management
Connecticut
$194K -$6.41M -13,662 -97%
EWA
663
EverSource Wealth Advisors
Alabama
$194K +$3.28K +7 +2%
SS
664
Sunbelt Securities
Texas
$184K +$4.69K +10 +3%
GRP
665
Global Retirement Partners
California
$169K -$469 -1 -0.3%
MAM
666
Magellan Asset Management
Australia
$157K +$4.69K +10 +3%
WT
667
Whittier Trust
California
$144K -$130K -278 -48%
TWC
668
TD Waterhouse Canada
Ontario, Canada
$143K -$31.9K -61 -18%
HH
669
HWG Holdings
Texas
$135K +$108K +231 +405%
JAM
670
JCIC Asset Management
Ontario, Canada
$131K – – –
HNB
671
Huntington National Bank
Ohio
$130K +$76K +162 +141%
FDCDDQ
672
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K -$15K -32 -11%
KFP
673
KB Financial Partners
New Jersey
$119K +$8.94K +19 +8%
GGI
674
Godsey & Gibb Inc
Virginia
$117K – – –
CYG
675
Clean Yield Group
Vermont
$115K – – –
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