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MSCI
MSCI

740 hedge funds and large institutions have $30.3B invested in MSCI in 2022 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 294 increasing their positions, 272 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

8% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 272

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

2% more capital invested

Capital invested by funds: $29.7B → $30.3B (+$536M)

0.28% more ownership

Funds ownership: 89.06% → 89.33% (+0.28%)

1% less funds holding

Funds holding: 746 → 740 (-6)

16% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $106M

Holders
740
Holders Change
-6
Holders Change %
-0.8%
% of All Funds
12.75%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
72
Increased
294
Reduced
272
Closed
67
Calls
$88.4M
Puts
$106M
Net Calls
-$17.4M
Net Calls Change
-$23.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$322M
2
Capital World Investors
Capital World Investors
California
+$130M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$101M
4
Brown Advisory
Brown Advisory
Maryland
+$87.8M
5
AI
Axiom Investors
Connecticut
+$82.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$777M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$405M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$91.3M
4
Renaissance Technologies
Renaissance Technologies
New York
-$79.2M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
751
HRT Financial
New York
– -$1.31M -3,191 Closed
DA
752
Duality Advisers
Florida
– -$1.3M -3,153 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
753
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.25M -3,046 Closed
FA
754
FDx Advisors
Illinois
– -$1.21M -2,924 Closed
BC
755
Brookfield Corp
Ontario, Canada
– -$1.13M -2,733 Closed
TW
756
TrinityPoint Wealth
Connecticut
– -$1.06M -2,575 Closed
BCM
757
Bienville Capital Management
New York
– -$952K -2,310 Closed
PAG
758
Private Advisor Group
New Jersey
– -$854K -2,072 Closed
EWA
759
EP Wealth Advisors
California
– -$813K -1,973 Closed
CAG
760
Csenge Advisory Group
Florida
– -$799K -1,938 Closed
SAM
761
Strategy Asset Managers
California
– -$691K -1,676 Closed
ARI
762
Applied Research Investments
Delaware
– -$598K -1,450 Closed
BCM
763
Bayesian Capital Management
New York
– -$540K -1,309 Closed
CPIG
764
Chicago Partners Investment Group
Illinois
– -$547K -1,137 Closed
Cerity Partners
765
Cerity Partners
New York
– -$459K -1,115 Closed
QCM
766
Quantinno Capital Management
New York
– -$320K -776 Closed
Walleye Capital
767
Walleye Capital
New York
– -$304K -738 Closed
E
768
Ergoteles
New York
– -$303K -735 Closed
ARC
769
Advisor Resource Council
Texas
– -$290K -704 Closed
AAM
770
Arabesque Asset Management
United Kingdom
– -$254K -616 Closed
IAN
771
Integrated Advisors Network
Texas
– -$251K -610 Closed
GCP
772
GSA Capital Partners
United Kingdom
– -$248K -602 Closed
LOAMS
773
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$225K -546 Closed
PCM
774
Prelude Capital Management
New York
– -$225K -546 Closed
DS
775
DRW Securities
Illinois
– -$221K -536 Closed
29 30
31
32 33

MSCI Hedge Fund Activity: Q3 2022 in Review

740 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2022, worth a combined $30.3B — up 1.8% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MSCI positions and 67 closed out — a net gain of 5 holders — while 294 added to existing stakes and 272 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $322M. The largest seller was T. Rowe Price Associates, cutting an estimated $777M.

  • 740 institutional investors held MSCI (MSCI) as of Q3 2022, down from 746 in Q2 2022.
  • Funds reported $30.3B of MSCI stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 72 funds opened new MSCI positions in Q3 2022 and 67 closed out, a net change of +5 holders.
  • The largest MSCI buyer in Q3 2022 was AllianceBernstein, an estimated $322M added.
  • The largest MSCI seller in Q3 2022 was T. Rowe Price Associates, an estimated $777M sold.

Based on aggregated 13F filings for Q3 2022.