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746 hedge funds and large institutions have $29.7B invested in MSCI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 259 increasing their positions, 320 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $104M | Put options by funds: $98.6M

0.5% less ownership

Funds ownership: 89.55%89.06% (-0.5%)

9% less funds holding

Funds holding: 819746 (-73)

19% less capital invested

Capital invested by funds: $36.5B → $29.7B (-$6.79B)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 320

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

45% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 126

Holders
746
Holders Change
-73
Holders Change %
-8.91%
% of All Funds
12.57%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.17%
New
69
Increased
259
Reduced
320
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
701
Financial Gravity Asset Management
Texas
$5.99K -$1.13M -2,596 -22%
SWA
702
Sutton Wealth Advisors
Florida
$5.36K -$1.31K -3 -19%
SFO
703
Standard Family Office
South Dakota
$5K -$156K -359 -97%
EAM
704
Eukles Asset Management
Ohio
$5K
MCM
705
Manchester Capital Management
Vermont
$5K +$871 +2 +22%
PMFA
706
Plante Moran Financial Advisors
Michigan
$5K +$5.22K +12 New
BCWM
707
Bartlett & Co Wealth Management
Ohio
$4.12K +$4.35K +10 New
AFG
708
Albion Financial Group
Utah
$4K
ADL
709
Asset Dedication LLC
California
$4K
BC
710
Bartlett & Co
Ohio
$4K +$4.35K +10 New
TWP
711
TFO Wealth Partners
Ohio
$4K +$4.35K +10 New
POIA
712
Pin Oak Investment Advisors
Texas
$3K -$17K -39 -85%
AAP
713
Arax Advisory Partners
Colorado
$3K -$1.31K -3 -30%
BWA
714
BDO Wealth Advisors
Florida
$3K
SC
715
Schubert & Co
Texas
$3K +$2.18K +5 +167%
CMP
716
Coston McIsaac & Partners
Maine
$3K +$3.05K +7 New
FWA
717
FSC Wealth Advisors
New York
$3K +$3.48K +8 New
ECM
718
Estabrook Capital Management
New York
$2.06K
DCM
719
Davidson Capital Management
Texas
$2K -$1.07M -2,456 -100%
PWMG
720
Prestige Wealth Management Group
New Jersey
$2K -$871 -2 -33%
CWM
721
Curi Wealth Management
North Carolina
$2K
KFI
722
Key Financial Inc
Pennsylvania
$2K
NFSG
723
Newbridge Financial Services Group
Florida
$2K
S
724
Surevest
California
$2K
DI
725
Disciplined Investments
Oklahoma
$2K +$435 +1 +25%