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MSCI
MSCI

Overview Fund Activity

813 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

Holders
813
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13.01%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
1
Amundi
France
$379M
2
Capital World Investors
2
Capital World Investors
California
$497M
3
AIM
3
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$717M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
726
Valley National Advisers
Pennsylvania
$27K 50 +14 +39%
BIA
727
Bell Investment Advisors
California
$25.7K 46 – –
PGAM
728
Princeton Global Asset Management
New Jersey
$25.7K 46 – –
TWA
729
TCI Wealth Advisors
Arizona
$24.1K 43 +1 +2%
WT
730
Washington Trust
Rhode Island
$24.1K 43 – –
HGERS
731
Householder Group Estate & Retirement Specialist
Arizona
$23K 41 – –
CT
732
Cambridge Trust
Massachusetts
$22.4K 40 -31 -44%
EARNEST Partners
733
EARNEST Partners
Georgia
$20.7K 37 – –
AWM
734
Accel Wealth Management
Iowa
$20.7K 37 – –
SFG
735
Steward Financial Group
Texas
$20K 37 +8 +28%
GWSG
736
GPS Wealth Strategies Group
Colorado
$17.1K 31 +31 New
FMP
737
Financial Management Professionals
Texas
$17K 31 +1 +3%
ETC
738
Exchange Traded Concepts
Oklahoma
$16.8K 30 +22 +275%
BTI
739
Blue Trust Inc
Georgia
$16K 34 -11 -24%
TWM
740
Tradition Wealth Management
Minnesota
$16K 28 – –
TCOV
741
Trust Company of Vermont
Vermont
$15.1K 27 +5 +23%
ADL
742
Asset Dedication LLC
California
$14K 24 +17 +243%
CAC
743
Core Alternative Capital
Georgia
$12.9K 23 +5 +28%
CHA
744
Carmichael Hill & Associates
Maryland
$12.9K 23 – –
LFG
745
Larson Financial Group
Missouri
$12.3K 22 – –
NC
746
NewSquare Capital
Pennsylvania
$11.2K 20 +20 New
BA
747
Bellwether Advisors
Nebraska
$11.2K 20 – –
WPWM
748
Western Pacific Wealth Management
Illinois
$11.2K 20 – –
VCM
749
Versant Capital Management
Arizona
$11.2K 20 -2 -9%
Commonwealth Equity Services
750
Commonwealth Equity Services
Massachusetts
$11K 19,668 +2,622 +15%
28 29
30
31 32