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MSCI
MSCI

850 hedge funds and large institutions have $44.9B invested in MSCI in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
122
Increased
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
676
Washington Trust Advisors
Massachusetts
$247K +$253K +404 New
XT
677
XTX Topco
Cayman Islands
$246K -$138K -220 -35%
BEC
678
Blue Edge Capital
Virginia
$245K – – –
KWM
679
Kolinsky Wealth Management
New Jersey
$241K +$247K +394 New
GA
680
GraniteShares Advisors
New York
$238K +$244K +389 New
MNBTD
681
Moody National Bank Trust Division
Texas
$232K -$59.6K -95 -20%
ONB
682
Old National Bancorp
Indiana
$231K +$3.14K +5 +1%
APA
683
American Portfolios Advisors
New York
$228K -$28.2K -45 -11%
VF
684
Virtu Financial
New York
$226K +$231K +369 New
FCH
685
Freestone Capital Holdings
Washington
$225K +$231K +368 New
VAM
686
Vienna Asset Management
California
$225K +$231K +368 New
Manulife (Manufacturers Life Insurance)
687
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225K +$12.6M +20,019 +6%
ATPW
688
Ashton Thomas Private Wealth
Arizona
$222K -$4.39K -7 -2%
BCM
689
Buckhead Capital Management
Georgia
$221K – – –
DWM
690
Darwin Wealth Management
Florida
$221K +$269K +429 New
IAN
691
Integrated Advisors Network
Texas
$220K +$225K +359 New
UB
692
UMB Bank
Missouri
$220K +$226K +360 New
PCM
693
Penserra Capital Management
California
$219K -$622K -992 -73%
JCM
694
Jacobi Capital Management
Pennsylvania
$219K – – –
LF
695
Lantz Financial
Illinois
$219K +$5.64K +9 +3%
GA
696
Geller Advisors
New York
$214K -$627 -1 -0.3%
CWM
697
Chesapeake Wealth Management
Virginia
$214K +$3.14K +5 +1%
SFA
698
Sequoia Financial Advisors
Ohio
$214K +$220K +350 New
KCM
699
Kathmere Capital Management
Pennsylvania
$211K -$32K -51 -13%
PCM
700
Presidio Capital Management
California
$211K +$216K +345 New
26 27
28
29 30

MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.