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MSCI
MSCI

Overview Fund Activity

808 hedge funds and large institutions have $33.4B invested in MSCI in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
88
Increased
279
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
2
OCBV
Ownership Capital B.V.
Netherlands
+$130M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$113M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$102M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$435M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$279M
3
DCP
Durable Capital Partners
Maryland
-$259M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$227M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
726
EARNEST Partners
Georgia
$17.4K – – –
TCOV
727
Trust Company of Vermont
Vermont
$17.4K +$4.69K +10 +37%
FGAM
728
Financial Gravity Asset Management
Texas
$17.3K -$3.36K -91 -16%
SFG
729
Steward Financial Group
Texas
$15K -$1.82K -4 -11%
GWSG
730
GPS Wealth Strategies Group
Colorado
$14.4K – – –
FMP
731
Financial Management Professionals
Texas
$14K -$467 -1 -3%
TWM
732
Tradition Wealth Management
Minnesota
$13K – – –
CAC
733
Core Alternative Capital
Georgia
$12.7K +$1.88K +4 +17%
VNA
734
Valley National Advisers
Pennsylvania
$12K -$13K -26 -52%
MAM
735
Marquette Asset Management
Minnesota
$11.3K +$11.3K +24 New
ADL
736
Asset Dedication LLC
California
$11K – – –
BAAM
737
Baker Avenue Asset Management
California
$10.8K -$532K -1,134 -98%
LFG
738
Larson Financial Group
Missouri
$10.3K – – –
GKIM
739
GW&K Investment Management
Massachusetts
$10K +$8.57K +18 +600%
First Manhattan
740
First Manhattan
New York
$9.86K -$1.41M -3,005 -99%
HF
741
Halpern Financial
Virginia
$9.86K +$9.86K +21 New
CHA
742
Carmichael Hill & Associates
Maryland
$8.92K -$1.88K -4 -17%
VWM
743
Venturi Wealth Management
Texas
$8.92K +$939 +2 +12%
TAM
744
Tucker Asset Management
Colorado
$7.98K – – –
HIA
745
Harbor Investment Advisory
Maryland
$7.98K +$1.41K +3 +21%
FCA
746
FinTrust Capital Advisors
South Carolina
$7.44K – – –
SCA
747
Stuart Chaussee & Associates
California
$7.04K – – –
BWM
748
Baystate Wealth Management
Massachusetts
$6.12K – – –
KFI
749
Key Financial Inc
Pennsylvania
$6.1K +$3.75K +8 +160%
SWA
750
Sutton Wealth Advisors
Florida
$5.63K – – –
28 29
30
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