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MSCI
MSCI

Overview Fund Activity

1,055 hedge funds and large institutions have $42.3B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 400 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+69
Holders Change %
+7%
% of All Funds
14.05%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
161
Increased
400
Reduced
354
Closed
76
Calls
$98.3M
Puts
$172M
Net Calls
-$74.1M
Net Calls Change
-$29.4M

Top Buyers

1
EQF
1
Evergreen Quality Fund
Cayman Islands
$354M
2
Bessemer Group
2
Bessemer Group
New Jersey
$353M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$252M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$304M
5
UBS Group
5
UBS Group
Switzerland
$229M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$315M
2
BlackRock
2
BlackRock
New York
$3.57B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$739M
4
Millennium Management
4
Millennium Management
New York
$160M
5
SGA
5
Sustainable Growth Advisers
Connecticut
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
776
Brooklyn Investment Group
New York
$303K -$3.6K -6 -1%
Wolverine Trading
777
Wolverine Trading
Illinois
$300K +$300K +500 New
SFS
778
Security Financial Services
Indiana
$299K +$15.6K +26 +5%
OFS
779
OneAscent Financial Services
Alabama
$299K -$86.3K -144 -22%
SFC
780
SYM Financial Corp
Indiana
$298K +$298K +496 New
GS
781
GWN Securities
Florida
$296K +$296K +477 New
FWM
782
FFT Wealth Management
Pennsylvania
$296K +$296K +493 New
AWM
783
Angeles Wealth Management
California
$295K +$10.2K +17 +4%
CAG
784
Crestwood Advisors Group
Massachusetts
$295K +$30K +50 +11%
GCP
785
GSA Capital Partners
United Kingdom
$295K +$295K +491 New
ACM
786
Aster Capital Management
United Arab Emirates
$290K -$289K -481 -50%
HCM
787
Howard Capital Management
Georgia
$290K +$9K +15 +3%
CIA
788
Concurrent Investment Advisors
Florida
$290K +$19.2K +32 +7%
AC
789
ASB Consultores
Florida
$286K +$21K +35 +8%
PSP
790
Principal Street Partners
Tennessee
$282K +$28.8K +48 +11%
CFGW
791
Chancellor Financial Group WB
Pennsylvania
$280K +$280K +467 New
CA
792
Clearstead Advisors
Ohio
$279K -$6.6K -11 -2%
EAM
793
Empirical Asset Management
Massachusetts
$278K +$278K +464 New
AWA
794
Aaron Wealth Advisors
Illinois
$277K +$47.4K +79 +21%
CI
795
Conning Inc
Connecticut
$275K -$7.8K -13 -3%
VSQM
796
V-Square Quantitative Management
Illinois
$275K -$31.2K -52 -10%
JCM
797
J2 Capital Management
Michigan
$274K +$274K +456 New
PP
798
PDS Planning
Ohio
$271K +$20.4K +34 +8%
WT
799
Whittier Trust
California
$271K -$84.6K -141 -24%
HBS
800
Howard Bailey Securities
Indiana
$269K -$18K -30 -6%
30 31
32
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