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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
726
Atlantic Union Bankshares
Virginia
$244K -$1.48M -2,973 -85%
NWA
727
New World Advisors
Massachusetts
$243K +$251K +505 New
CP
728
Castleview Partners
Texas
$242K +$250K +503 New
II
729
Ibex Investors
Colorado
$241K +$248K +500 New
SFI
730
Siemens Fonds Invest
Germany
$239K -$169K -340 -41%
SWM
731
Salvus Wealth Management
New Jersey
$237K +$244K +491 New
ET
732
Equitable Trust
Tennessee
$235K +$242K +487 New
CI
733
Conning Inc
Connecticut
$231K +$9.43K +19 +4%
AG
734
Algert Global
California
$226K -$3.47K -7 -1%
LSAG
735
Lake Street Advisors Group
New Hampshire
$218K +$7.44K +15 +3%
GFP
736
Gryphon Financial Partners
Ohio
$217K -$18.9K -38 -8%
AWM
737
Angeles Wealth Management
California
$214K +$220K +444 New
FHA
738
Flagship Harbor Advisors
Massachusetts
$213K -$13.4K -27 -6%
AAM
739
Azzad Asset Management
Virginia
$213K +$219K +442 New
Bank Julius Baer & Co
740
Bank Julius Baer & Co
Switzerland
$211K -$1.07M -2,160 -85%
VSQM
741
V-Square Quantitative Management
Illinois
$211K +$18.4K +37 +9%
QL
742
Quarry LP
New York
$211K +$207K +418 +2,200%
OWM
743
OneAscent Wealth Management
Alabama
$210K +$216K +435 New
PCIA
744
Prime Capital Investment Advisors
Kansas
$209K -$16.9K -34 -7%
KP
745
Keel Point
Alabama
$207K -$992 -2 -0.5%
DWT
746
Dorsey & Whitney Trust
South Dakota
$205K -$5.95K -12 -3%
FTIS
747
First Trust Investment Solutions
Florida
$204K -$992 -2 -0.5%
CIA
748
Concurrent Investment Advisors
Florida
$204K +$9.92K +20 +5%
PSP
749
Principal Street Partners
Tennessee
$203K -$1.99K -4 -0.9%
MAM
750
Magellan Asset Management
Australia
$203K +$42.2K +85 +25%