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MSCI
MSCI

850 hedge funds and large institutions have $44.9B invested in MSCI in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
122
Increased
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
776
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
PB
777
Pinnacle Bancorp
Nebraska
$20K – – –
ZIG
778
Zullo Investment Group
Pennsylvania
$20K +$20.7K +33 New
GWSG
779
GPS Wealth Strategies Group
Colorado
$19K – – –
SCA
780
Stuart Chaussee & Associates
California
$19K – – –
ST
781
Sageworth Trust
Pennsylvania
$18K -$62.7K -100 -77%
PMFA
782
Plante Moran Financial Advisors
Michigan
$18K +$18.2K +29 New
ACM
783
Absolute Capital Management
Pennsylvania
$16.5K +$16.9K +27 New
MP
784
McDonald Partners
Ohio
$16.5K +$16.9K +27 New
MCM
785
MV Capital Management
Maryland
$16K +$1.25K +2 +8%
TWM
786
Tradition Wealth Management
Minnesota
$15K – – –
WTC
787
WhitTier Trust Company
Nevada
$15K – – –
BIA
788
Bell Investment Advisors
California
$15K +$4.39K +7 +41%
C
789
Covestor
United Kingdom
$15K +$15.1K +24 New
CWP
790
Concord Wealth Partners
Virginia
$15K +$15.7K +25 New
CHA
791
Carmichael Hill & Associates
Maryland
$14K – – –
TFO
792
Tarbox Family Office
California
$14K – – –
BWM
793
BerganKDV Wealth Management
Minnesota
$13K – – –
VCM
794
Versant Capital Management
Arizona
$13K – – –
LF
795
Lee Financial
Texas
$13K +$13.2K +21 New
FF
796
FourThought Financial
Florida
$12K -$41.4K -66 -78%
FRA
797
Front Row Advisors
California
$12K – – –
DWA
798
Delos Wealth Advisors
Texas
$12K +$12.5K +20 New
TWA
799
TCI Wealth Advisors
Arizona
$11K +$1.88K +3 +20%
SFO
800
Standard Family Office
South Dakota
$11K +$11.3K +18 New
30 31
32
33 34

MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.