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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
LAS
726
Lloyd Advisory Services
Georgia
$81K +$13.2K +21 +19%
CAL
727
Capital Advisors Ltd
Ohio
$81K +$82.8K +132 New
GM
728
GeoWealth Management
Illinois
$79K +$10.7K +17 +15%
CT
729
Cambridge Trust
Massachusetts
$78K +$79.7K +127 New
MC
730
Maverick Capital
Texas
$76K -$84.7K -135 -52%
LC
731
Lindbrook Capital
California
$74K -$1.88K -3 -2%
WPWM
732
Western Pacific Wealth Management
Illinois
$73K +$75.3K +120 New
JWA
733
JFS Wealth Advisors
Pennsylvania
$72K +$73.4K +117 New
CFO
734
CVA Family Office
Colorado
$69K +$70.2K +112 New
KFP
735
KB Financial Partners
New Jersey
$66K +$67.1K +107 New
TFS
736
TrustCore Financial Services
Tennessee
$65K – – –
SAM
737
Sycomore Asset Management
France
$64K +$65.2K +104 New
PFBT
738
Parkside Financial Bank & Trust
Missouri
$63K – – –
EBA
739
Eagle Bay Advisors
New York
$61K -$6.27K -10 -9%
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$58K – – –
MPWT
741
MassMutual Private Wealth & Trust
Connecticut
$58K +$1.25K +2 +2%
STCOSD
742
Sageworth Trust Company of South Dakota
South Dakota
$58K +$59.6K +95 New
CTC
743
Central Trust Company
Missouri
$55K -$651K -1,038 -92%
CA
744
Clearstead Advisors
Ohio
$55K -$2.51K -4 -4%
FAG
745
Fortitude Advisory Group
Washington
$55K +$55.8K +89 New
GAM
746
Gemmer Asset Management
California
$50K – – –
MWM
747
Mascoma Wealth Management
New Hampshire
$47K +$47.7K +76 New
CWC
748
Carolinas Wealth Consulting
North Carolina
$44K +$16.3K +26 +57%
KFS
749
Kelly Financial Services
Massachusetts
$40.5K +$17.6K +28 +74%
POIA
750
Pin Oak Investment Advisors
Texas
$38K – – –
28 29
30
31 32

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.