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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
776
Lindbrook Capital
California
$112K -$32.7K -66 -22%
CFO
777
CVA Family Office
Colorado
$112K -$19.8K -40 -15%
ATPW
778
Ashton Thomas Private Wealth
Arizona
$112K +$115K +232 New
AGWCA
779
Annis Gardner Whiting Capital Advisors
Florida
$109K +$39.2K +79 +53%
BFEC
780
Benjamin F. Edwards & Company
Missouri
$109K +$3.97K +8 +4%
CH
781
Cromwell Holdings
Wyoming
$108K +$111K +224 New
C
782
Covestor
United Kingdom
$104K +$19.4K +39 +22%
OWA
783
Opal Wealth Advisors
New York
$102K +$105K +211 New
AA
784
Alta Advisers
United Kingdom
$96.3K
PFBT
785
Parkside Financial Bank & Trust
Missouri
$84.3K -$7.94K -16 -8%
JWA
786
JFS Wealth Advisors
Pennsylvania
$83.3K -$1.49K -3 -2%
DF
787
Dunhill Financial
United Kingdom
$80.5K +$78.9K +159 +1,988%
SFFS
788
Stonehage Fleming Financial Services
Jersey
$79.5K +$81.9K +165 New
PPC
789
Park Place Capital
Alabama
$75.6K -$47.6K -96 -38%
APW
790
Acima Private Wealth
Virginia
$73.7K
T
791
TOBAM
France
$73K +$74.9K +151 New
SS
792
Sunbelt Securities
Texas
$72.3K -$27.3K -55 -27%
IAIM
793
International Assets Investment Management
Florida
$65K +$67K +135 New
RTC
794
Riverview Trust Company
Washington
$64.1K
KFS
795
Kelly Financial Services
Massachusetts
$64K +$11.9K +24 +22%
CA
796
Crewe Advisors
Utah
$63.6K +$35.7K +72 +120%
CT
797
Caldwell Trust
Florida
$62.6K
LS
798
Livforsakringsbolaget Skandia
Sweden
$58.3K -$49.6K -100 -45%
GCGDR
799
Geo Capital Gestora de Recursos
Brazil
$57K +$9.43K +19 +19%
GFPC
800
Global Financial Private Client
Florida
$56.4K