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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 %
TAM
751
Tucker Asset Management
Colorado
$9.52K 17 +17 New
VWM
752
Venturi Wealth Management
Texas
$9.52K 17 +17 New
SCA
753
Stuart Chaussee & Associates
California
$8.4K 15 – –
HIA
754
Harbor Investment Advisory
Maryland
$7.84K 14 -5 -26%
ANBT
755
American National Bank & Trust
Texas
$7.84K 14 +9 +180%
FCA
756
FinTrust Capital Advisors
South Carolina
$7.44K 16 – –
BWM
757
Baystate Wealth Management
Massachusetts
$7.28K 13 +13 New
SWA
758
Sutton Wealth Advisors
Florida
$6.72K 12 -3 -20%
OIA
759
Optimum Investment Advisors
Illinois
$6.72K 12 +12 New
AWM
760
Abound Wealth Management
Tennessee
$6.16K 11 +4 +57%
HWA
761
Heritage Wealth Advisors
Virginia
$6.16K 11 -34 -76%
RWPA
762
Richard W. Paul & Associates
Michigan
$6.16K 11 – –
EAM
763
Eukles Asset Management
Ohio
$6.16K 11 – –
DAM
764
Delta Asset Management
Tennessee
$6.16K 11 – –
SC
765
Schubert & Co
Texas
$6.16K 11 +1 +10%
LF
766
Lee Financial
Texas
$6.16K 11 +5 +83%
FGAM
767
Financial Gravity Asset Management
Texas
$5.73K 560 +95 +20%
EBA
768
Eagle Bay Advisors
New York
$5.6K 10 -9 -47%
AFG
769
Albion Financial Group
Utah
$5.04K 9 – –
MFT
770
Moisand Fitzgerald Tamayo
Florida
$5.04K 9 +2 +29%
PWMG
771
Prestige Wealth Management Group
New Jersey
$5.04K 9 +5 +125%
POIA
772
Pin Oak Investment Advisors
Texas
$4K 7 – –
BWA
773
BDO Wealth Advisors
Florida
$3.93K 7 – –
SIC
774
SJS Investment Consulting
Ohio
$3.92K 7 – –
RTL
775
Red Tortoise LLC
Georgia
$3.92K 7 – –
29 30
31
32 33