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MSCI
MSCI

762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683 → 762 (+79)

0.72% more ownership

Funds ownership: 89.46% → 90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWILP
776
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.19M -6,139 Closed
LCM
777
Laurion Capital Management
New York
– -$2.05M -5,751 Closed
QT
778
Quantamental Technologies
New York
– -$1.79M -5,024 Closed
ERSOT
779
Employees Retirement System of Texas
Texas
– -$1.41M -3,951 Closed
EF
780
Empowered Funds
Pennsylvania
– -$1.39M -3,902 Closed
JF
781
Jump Financial
Illinois
– -$1.2M -3,369 Closed
LOAMS
782
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.19M -3,348 Closed
TC
783
TwinBeech Capital
New York
– -$1.13M -3,175 Closed
CANY
784
Caxton Associates (New York)
New York
– -$1.07M -2,992 Closed
B
785
Barings
North Carolina
– -$1.05M -2,949 Closed
BAMF
786
BI Asset Management Fondsmaeglerselskab
Denmark
– -$988K -2,768 Closed
Wolverine Trading
787
Wolverine Trading
Illinois
– -$1.01M -2,586 Closed
Verition Fund Management
788
Verition Fund Management
Connecticut
– -$570K -1,599 Closed
VF
789
Virtu Financial
New York
– -$535K -1,500 Closed
BIM
790
Bogle Investment Management
Massachusetts
– -$499K -1,400 Closed
AIM
791
Aigen Investment Management
New York
– -$482K -1,352 Closed
QSS
792
Quantitative Systematic Strategies
Florida
– -$474K -1,329 Closed
HIM
793
Hillsdale Investment Management
Ontario, Canada
– -$428K -1,200 Closed
AG
794
Algert Global
California
– -$412K -1,156 Closed
IC
795
IEQ Capital
California
– -$383K -1,074 Closed
NC
796
NewSquare Capital
Pennsylvania
– -$367K -1,030 Closed
AI
797
Atom Investors
Texas
– -$314K -881 Closed
LOAME
798
Lombard Odier Asset Management (Europe)
United Kingdom
– -$234K -657 Closed
PAMP
799
Polar Asset Management Partners
Ontario, Canada
– -$214K -601 Closed
LNC
800
Lincoln National Corp
Pennsylvania
– -$208K -582 Closed
29 30 31
32
33

MSCI Hedge Fund Activity: Q4 2020 in Review

762 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2020, worth a combined $33.5B — up 26% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MSCI positions and 56 closed out — a net gain of 84 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 762 institutional investors held MSCI (MSCI) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $33.5B of MSCI stock for Q4 2020, up 26% quarter-over-quarter.
  • 140 funds opened new MSCI positions in Q4 2020 and 56 closed out, a net change of +84 holders.
  • The largest MSCI buyer in Q4 2020 was Sustainable Growth Advisers, an estimated $190M added.
  • The largest MSCI seller in Q4 2020 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.