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818 hedge funds and large institutions have $40.8B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 303 increasing their positions, 303 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $123M | Put options by funds: $76.3M

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

22% more capital invested

Capital invested by funds: $33.5B → $40.8B (+$7.31B)

2% more funds holding

Funds holding: 801818 (+17)

0.86% more ownership

Funds ownership: 90.22%91.08% (+0.86%)

0% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 303

Holders
818
Holders Change
+17
Holders Change %
+2.12%
% of All Funds
13.04%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
303
Reduced
303
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$127M +$118M +223,789 +8,329%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$125M -$1.56M -2,953 -1%
Nordea Investment Management
53
Nordea Investment Management
Sweden
$121M +$33.3M +62,861 +40%
Axa
54
Axa
France
$119M -$13.3M -25,165 -11%
Fundsmith LLP
55
Fundsmith LLP
United Kingdom
$118M
SEI Investments
56
SEI Investments
Pennsylvania
$116M +$16.3M +30,805 +17%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$115M +$13.3M +25,143 +14%
Fisher Asset Management
58
Fisher Asset Management
Washington
$114M -$910K -1,721 -0.8%
Federated Hermes
59
Federated Hermes
Pennsylvania
$114M +$3.02M +5,712 +3%
Victory Capital Management
60
Victory Capital Management
Texas
$112M +$9.53M +18,012 +10%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$111M -$23M -43,462 -18%
APG Asset Management
62
APG Asset Management
Netherlands
$107M +$8.38M +15,850 +8%
FCM
63
Frontier Capital Management
Massachusetts
$97.8M +$4.9M +9,262 +6%
Westfield Capital Management
64
Westfield Capital Management
Massachusetts
$93.7M -$728K -1,377 -0.8%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$93.4M +$927K +1,752 +1%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$93.3M +$3.13M +5,924 +4%
BGCP
67
Bristol Gate Capital Partners
Ontario, Canada
$92.4M -$180K -341 -0.2%
CF
68
Canoe Financial
Alberta, Canada
$91.9M +$86.9M +164,216 New
Allianz Asset Management
69
Allianz Asset Management
Germany
$91.1M -$5.11M -9,658 -6%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$88.7M +$3.88M +7,341 +5%
National Pension Service
71
National Pension Service
South Korea
$88M +$14.9M +28,104 +21%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$87.2M +$491K +929 +0.6%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$86.6M -$10.7M -20,285 -12%
UBS Group
74
UBS Group
Switzerland
$86.1M -$3.35M -6,333 -4%
Lord, Abbett & Co
75
Lord, Abbett & Co
New Jersey
$82.5M +$25.7M +48,612 +49%

MSCI Hedge Fund Activity: Q1 2023 in Review

818 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2023, worth a combined $40.8B — up 22% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new MSCI positions and 76 closed out — a net gain of 34 holders — while 303 added to existing stakes and 303 trimmed.

The largest buyer was Amundi, adding an estimated $272M. The largest seller was T. Rowe Price Associates, cutting an estimated $450M.

  • 818 institutional investors held MSCI (MSCI) as of Q1 2023, up from 801 in Q4 2022.
  • Funds reported $40.8B of MSCI stock for Q1 2023, up 22% quarter-over-quarter.
  • 110 funds opened new MSCI positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest MSCI buyer in Q1 2023 was Amundi, an estimated $272M added.
  • The largest MSCI seller in Q1 2023 was T. Rowe Price Associates, an estimated $450M sold.

Based on aggregated 13F filings for Q1 2023.