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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
CYG
676
Clean Yield Group
Vermont
$36K – – –
GWM
677
Geneos Wealth Management
Colorado
$35K +$182K +464 New
PFBT
678
Parkside Financial Bank & Trust
Missouri
$34K +$16.5K +42 +124%
CWP
679
Concord Wealth Partners
Virginia
$34K +$29.4K +75 New
VCG
680
Vantage Consulting Group
Virginia
$33K +$29K +74 New
ETC
681
Exchange Traded Concepts
Oklahoma
$32K -$24.7K -63 -47%
TFIPS
682
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29K +$25.5K +65 New
AWA
683
Arkadios Wealth Advisors
Georgia
$29K -$23.9K -61 -48%
SL
684
Savior LLC
Massachusetts
$29K – – –
M
685
MOTCO
Texas
$25K +$22K +56 New
IAIM
686
International Assets Investment Management
Florida
$25K +$22.4K +57 New
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
SLF
688
Sun Life Financial
Ontario, Canada
$22K -$785 -2 -4%
MF
689
Manchester Financial
California
$22K +$19.6K +50 New
PGAM
690
Princeton Global Asset Management
New Jersey
$20K – – –
SBL
691
Sargent Bickham Lagudis
Colorado
$20K – – –
WT
692
Washington Trust
Rhode Island
$20K – – –
CIA
693
CSat Investment Advisory
Michigan
$18K -$96.5K -246 -86%
VFA
694
Valeo Financial Advisors
Indiana
$18K – – –
HNB
695
Huntington National Bank
Ohio
$18K +$15.7K +40 New
EARNEST Partners
696
EARNEST Partners
Georgia
$17K – – –
AS
697
Altshuler Shaham
Israel
$17K +$7.46K +19 +100%
AWM
698
Accel Wealth Management
Iowa
$17K +$14.5K +37 New
AIG
699
American International Group
New York
$16K -$146K -372 -1%
DSC
700
Duncker Streett & Co
Missouri
$15K – – –
26 27
28
29 30

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.