MSCI
MSCI
994 hedge funds and large institutions have $40.7B invested in MSCI in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 416 increasing their positions, 313 reducing their positions, and 67 closing their positions.
103% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 67
33% more repeat investments, than reductions
Existing positions increased: 416 | Existing positions reduced: 313
19% more capital invested
Capital invested by funds: $34.2B → $40.7B (+$6.47B)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
7% more funds holding
Funds holding: 932 → 994 (+62)
0.94% less ownership
Funds ownership: 89.68% → 88.74% (-0.94%)
37% less call options, than puts
Call options by funds: $75.3M | Put options by funds: $120M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$313M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$173M |
| 3 |
ClearBridge Investments
New York
|
+$139M |
| 4 |
IIP
Intermede Investment Partners
London,
United Kingdom
|
+$125M |
| 5 |
Millennium Management
New York
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$683M |
| 2 |
BlackRock
New York
|
-$285M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
-$262M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$157M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$156M |
MSCI Hedge Fund Activity: Q3 2024 in Review
994 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2024, worth a combined $40.7B — up 19% from $34.2B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new MSCI positions and 67 closed out — a net gain of 69 holders — while 416 added to existing stakes and 313 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $313M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $683M sold.
- 994 institutional investors held MSCI (MSCI) as of Q3 2024, up from 932 in Q2 2024.
- Funds reported $40.7B of MSCI stock for Q3 2024, up 19% quarter-over-quarter.
- 136 funds opened new MSCI positions in Q3 2024 and 67 closed out, a net change of +69 holders.
- The largest MSCI buyer in Q3 2024 was Polen Capital Management, an estimated $313M added.
- The largest MSCI seller in Q3 2024 was Capital Research Global Investors, an estimated $683M sold.
Based on aggregated 13F filings for Q3 2024.