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MSCI
MSCI

Overview Fund Activity

910 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 310 reducing their positions, and 56 closing their positions.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.19%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
310
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$247M
2
Edgewood Management
2
Edgewood Management
Connecticut
$875M
3
BlackRock
3
BlackRock
New York
$3.98B
4
Man Group
4
Man Group
United Kingdom
$153M
5
FPP
5
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
4
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
701
Conning Inc
Connecticut
$258K -$15.1K -27 -6%
PP
702
PDS Planning
Ohio
$256K +$13.5K +24 +6%
KWM
703
Kolinsky Wealth Management
New Jersey
$256K -$5.6K -10 -2%
WBC
704
Westpac Banking Corp
Australia
$255K +$10.6K +19 +4%
WCM
705
WealthBridge Capital Management
Ohio
$254K – – –
EWA
706
EP Wealth Advisors
California
$249K +$6.72K +12 +3%
SGI
707
Summit Global Investments
Utah
$246K -$1.5M -2,678 -86%
LSAG
708
Lake Street Advisors Group
New Hampshire
$245K +$12.3K +22 +5%
DWT
709
Dorsey & Whitney Trust
South Dakota
$245K +$2.8K +5 +1%
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$243K +$7.29K +13 +3%
FTIS
711
First Trust Investment Solutions
Florida
$239K +$239K +426 New
JAFL
712
Jay A. Fishman Ltd
Michigan
$235K -$56K -100 -19%
ST
713
Smithfield Trust
Pennsylvania
$234K – – –
MAG
714
M3 Advisory Group
Massachusetts
$233K +$233K +416 New
GL
715
Graypoint LLC
New York
$233K -$146K -261 -39%
SIM
716
Sentry Investment Management
Wisconsin
$233K – – –
MA
717
Mutual Advisors
Nebraska
$230K +$230K +410 New
AL
718
Aspiriant LLC
California
$229K +$229K +408 New
MFA
719
Mayflower Financial Advisors
Massachusetts
$228K +$2.8K +5 +1%
CIA
720
Concurrent Investment Advisors
Florida
$226K +$3.36K +6 +2%
KCM
721
Kathmere Capital Management
Pennsylvania
$225K – – –
BEC
722
Blue Edge Capital
Virginia
$224K – – –
VSQM
723
V-Square Quantitative Management
Illinois
$224K – – –
FFA
724
Farther Finance Advisors
California
$224K +$47.7K +86 +27%
GM
725
GeoWealth Management
Illinois
$223K +$223K +398 New
27 28
29
30 31