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MSCI
MSCI

Overview Fund Activity

812 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, 300 reducing their positions, and 76 closing their positions.

Holders
812
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13%
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
300
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 %
CBT
776
Central Bank & Trust
Kentucky
$3.92K 7 +7 New
AAP
777
Arax Advisory Partners
Colorado
$3.36K 6 +6 New
TCA
778
Trifecta Capital Advisors
Illinois
$3.36K 6 – –
RFG
779
RFP Financial Group
Georgia
$3.36K 6 – –
DI
780
Disciplined Investments
Oklahoma
$3.36K 6 +2 +50%
AAS
781
Ameritas Advisory Services
Nebraska
$3.02K 6 +6 New
CMP
782
Coston McIsaac & Partners
Maine
$3K 7 – –
TAIM
783
TD Ameritrade Investment Management
Nebraska
$3K 5 – –
HGWM
784
Harvest Group Wealth Management
Massachusetts
$2.8K 5 -1 -17%
ECM
785
Estabrook Capital Management
New York
$2.8K 5 – –
KFI
786
Key Financial Inc
Pennsylvania
$2.8K 5 – –
NFSG
787
Newbridge Financial Services Group
Florida
$2.8K 5 – –
WP
788
WealthPLAN Partners
Nebraska
$2.8K 5 +5 New
BWM
789
BerganKDV Wealth Management
Minnesota
$2.24K 4 – –
ONST
790
Old North State Trust
North Carolina
$2K 3 – –
GKIM
791
GW&K Investment Management
Massachusetts
$2K 3 +3 New
DF
792
DecisionPoint Financial
Arizona
$1.68K 3 – –
MA
793
MCF Advisors
Kentucky
$1.68K 3 – –
HWM
794
HighMark Wealth Management
Minnesota
$1.68K 3 – –
HWP
795
Highline Wealth Partners
California
$1.68K 3 – –
AWM
796
Avior Wealth Management
Nebraska
$1.68K 3 – –
ECM
797
Everence Capital Management
Indiana
$1.64K 2,937 – –
BSB
798
Bangor Savings Bank
Maine
$1.12K 2 – –
AIC
799
Archer Investment Corporation
Indiana
$1.12K 2 – –
BAM
800
Bellevue Asset Management
Washington
$1.12K 2 +2 New
30 31
32
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