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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
CFO
701
Collective Family Office
Pennsylvania
$210K – – –
MC
702
Machina Capital
France
$208K -$172K -274 -45%
BAM
703
Bruderman Asset Management
New York
$208K – – –
SC
704
Savant Capital
Illinois
$204K +$209K +333 New
QCG
705
Quadrant Capital Group
Ohio
$203K +$1.25K +2 +0.6%
TW
706
TrinityPoint Wealth
Connecticut
$202K -$7.53K -12 -4%
GCM
707
Gladius Capital Management
Illinois
$187K +$191K +305 New
DGAM
708
Desjardins Global Asset Management
Quebec, Canada
$159K +$163K +260 New
GLLW
709
Graves Light Lenhart Wealth
Virginia
$156K – – –
WT
710
Whittier Trust
California
$151K +$37.6K +60 +32%
MIM
711
Meridiem Investment Management
United Kingdom
$150K – – –
LSA
712
Leonteq Securities AG
Switzerland
$146K +$37.6K +60 +34%
JIR
713
James Investment Research
Ohio
$126K -$48.9K -78 -28%
CA
714
Cornerstone Advisory
Maryland
$124K +$127K +203 New
BAM
715
Belpointe Asset Management
Nevada
$119K -$23.8K -38 -16%
CFB
716
Cullen/Frost Bankers
Texas
$119K – – –
AP
717
Arlington Partners
Alabama
$119K +$50.2K +80 +70%
HI
718
Harbour Investments
Wisconsin
$118K -$84.7K -135 -41%
PCG
719
Private Capital Group
Connecticut
$118K – – –
GCGDR
720
Geo Capital Gestora de Recursos
Brazil
$117K +$8.78K +14 +8%
AS
721
Altshuler Shaham
Israel
$115K -$218K -348 -65%
AWA
722
Amplius Wealth Advisors
Pennsylvania
$112K +$115K +184 New
SOW
723
State of Wyoming
Wyoming
$97K -$5.64K -9 -5%
SWM
724
Selective Wealth Management
Virginia
$92K – – –
SC
725
Seldon Capital
California
$88K +$89.7K +143 New
27 28
29
30 31

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.