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MSCI
MSCI

762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683 → 762 (+79)

0.72% more ownership

Funds ownership: 89.46% → 90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
Evolution Wealth Advisors
Florida
$5K – – –
JCM
727
Jacobi Capital Management
Pennsylvania
$5K +$392 +1 +10%
MCM
728
Manchester Capital Management
Vermont
$5K +$4.32K +11 New
BDWM
729
Brewin Dolphin Wealth Management
Ireland
$4.46K – – –
LSA
730
Leonteq Securities AG
Switzerland
$4.02K +$3.53K +9 New
HWM
731
HighMark Wealth Management
Minnesota
$4K – – –
EFSCE
732
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$785 +2 +25%
RWA
733
Ropes Wealth Advisors
Massachusetts
$4K +$3.53K +9 New
AWG
734
Altus Wealth Group
Colorado
$4K +$3.92K +10 New
NSB
735
Norway Savings Bank
Maine
$3K -$17.3K -44 -88%
EW
736
Evoke Wealth
California
$3K – – –
HIA
737
Harbor Investment Advisory
Maryland
$3K – – –
HI
738
Hudock Inc
Pennsylvania
$3K – – –
LAS
739
Lloyd Advisory Services
Georgia
$3K – – –
BSSFA
740
Baron Silver Stevens Financial Advisors
Florida
$3K +$2.75K +7 New
MA
741
MUFG Americas
New York
$3K +$2.75K +7 New
KFS
742
Kelly Financial Services
Massachusetts
$2.23K +$1.96K +5 New
CA
743
Crewe Advisors
Utah
$2K -$1.18K -3 -43%
NFSG
744
Newbridge Financial Services Group
Florida
$2K – – –
PO
745
Private Ocean
California
$2K – – –
SFSIG
746
San Francisco Sentry Investment Group
California
$2K – – –
SFO
747
Standard Family Office
South Dakota
$2K +$1.57K +4 New
FNBOSM
748
First National Bank of South Miami
Florida
$2K +$1.96K +5 New
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.96K +5 New
PMFA
750
Plante Moran Financial Advisors
Michigan
$2K +$1.96K +5 New
28 29
30
31 32

MSCI Hedge Fund Activity: Q4 2020 in Review

762 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2020, worth a combined $33.5B — up 26% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MSCI positions and 56 closed out — a net gain of 84 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 762 institutional investors held MSCI (MSCI) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $33.5B of MSCI stock for Q4 2020, up 26% quarter-over-quarter.
  • 140 funds opened new MSCI positions in Q4 2020 and 56 closed out, a net change of +84 holders.
  • The largest MSCI buyer in Q4 2020 was Sustainable Growth Advisers, an estimated $190M added.
  • The largest MSCI seller in Q4 2020 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.