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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 %
MIM
676
Meridiem Investment Management
United Kingdom
$115K – – –
Capstone Investment Advisors
677
Capstone Investment Advisors
New York
$111K +$111K +236 +23,600%
CFO
678
CVA Family Office
Colorado
$109K -$6.57K -14 -6%
WTG
679
West Tower Group
Virginia
$108K +$108K +230 New
AF
680
Allworth Financial
California
$106K -$6.11K -13 -5%
GCM
681
Goldstream Capital Management
Hong Kong
$99K +$99K +211 New
HI
682
Harbour Investments
Wisconsin
$98.1K +$939 +2 +1%
SWM
683
Spire Wealth Management
Virginia
$94.8K -$32.9K -70 -26%
AA
684
Alta Advisers
United Kingdom
$93.9K – – –
QPBE
685
Quintet Private Bank (Europe)
Luxembourg
$89.7K -$945 -2 -1%
MPWT
686
MassMutual Private Wealth & Trust
Connecticut
$84.9K +$12.2K +26 +17%
LC
687
Lindbrook Capital
California
$84.5K -$12.7K -27 -13%
CFGS
688
Concourse Financial Group Securities
Alabama
$76.5K -$1.89M -4,021 -96%
CFB
689
Cullen/Frost Bankers
Texas
$72.7K -$33.8K -72 -32%
APW
690
Acima Private Wealth
Virginia
$71.8K – – –
GWS
691
Glassman Wealth Services
Virginia
$63.8K – – –
JWA
692
JFS Wealth Advisors
Pennsylvania
$63.7K -$936 -2 -1%
GCGDR
693
Geo Capital Gestora de Recursos
Brazil
$63K -$19.7K -42 -24%
RTC
694
Riverview Trust Company
Washington
$62.4K – – –
PFBT
695
Parkside Financial Bank & Trust
Missouri
$61.9K +$7.98K +17 +15%
FFA
696
Farther Finance Advisors
California
$59.6K -$31.5K -67 -35%
GFPC
697
Global Financial Private Client
Florida
$55.3K +$54.4K +115 +5,750%
UB
698
UMB Bank
Missouri
$52.1K – – –
GBT
699
Grove Bank & Trust
Florida
$52.1K -$3.75K -8 -7%
SSG
700
Summit Securities Group
New York
$50K -$24.5K -52 -33%
26 27
28
29 30