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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 %
SCA
751
Stonebridge Capital Advisors
Minnesota
$5.63K +$5.63K +12 New
AWM
752
Abound Wealth Management
Tennessee
$5.17K – – –
LF
753
Lee Financial
Texas
$5.16K – – –
PWMG
754
Prestige Wealth Management Group
New Jersey
$5.16K +$939 +2 +22%
VCM
755
Versant Capital Management
Arizona
$5.16K -$4.22K -9 -45%
RWPA
756
Richard W. Paul & Associates
Michigan
$5.16K – – –
DAM
757
Delta Asset Management
Tennessee
$5.16K – – –
HWA
758
Heritage Wealth Advisors
Virginia
$5.16K – – –
EAM
759
Eukles Asset Management
Ohio
$5.16K – – –
BG
760
Bollard Group
Massachusetts
$5K +$5K +10 New
EBA
761
Eagle Bay Advisors
New York
$4.69K – – –
IBOK
762
Independence Bank of Kentucky
Kentucky
$4.69K +$4.69K +10 New
RA
763
Rational Advisors
New York
$4.69K +$4.69K +10 New
AFG
764
Albion Financial Group
Utah
$4.22K – – –
MCM
765
Manchester Capital Management
Vermont
$3.76K -$21.1K -45 -85%
DCM
766
Davidson Capital Management
Texas
$3.76K +$469 +1 +14%
BWA
767
BDO Wealth Advisors
Florida
$3.3K – – –
MFT
768
Moisand Fitzgerald Tamayo
Florida
$3.29K -$939 -2 -22%
SIC
769
SJS Investment Consulting
Ohio
$3.29K – – –
RTL
770
Red Tortoise LLC
Georgia
$3.29K – – –
FCAG
771
First Capital Advisors Group
New Jersey
$3.29K +$3.29K +7 New
HFM
772
Harvest Fund Management
China
$3K -$243K -567 -99%
CMP
773
Coston McIsaac & Partners
Maine
$3K – – –
POIA
774
Pin Oak Investment Advisors
Texas
$3K – – –
RFG
775
RFP Financial Group
Georgia
$2.82K – – –
29 30
31
32 33