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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
CFA
801
Carroll Financial Associates
North Carolina
$10K -$1.25K -2 -11%
FMP
802
Financial Management Professionals
Texas
$10K – – –
MAWCM
803
Mine & Arao Wealth Creation & Management
California
$10K +$10K +16 New
FGAM
804
Financial Gravity Asset Management
Texas
$9.59K +$10.8M +17,148 +107,175%
CCC
805
Crescent Capital Consulting
Louisiana
$9K – – –
SGAM
806
Smith Group Asset Management
Texas
$9K +$9.41K +15 New
DHGWA
807
Dixon Hughes Goodman Wealth Advisors
North Carolina
$8K +$8.15K +13 New
EAM
808
Eukles Asset Management
Ohio
$7K – – –
MCM
809
Manchester Capital Management
Vermont
$7K – – –
VNA
810
Valley National Advisers
Pennsylvania
$7K – – –
TJHA
811
Thomas J. Herzfeld Advisors
Florida
$6K +$627 +1 +11%
JFA
812
JNBA Financial Advisors
Minnesota
$5K -$75.9K -121 -94%
SWA
813
Sutton Wealth Advisors
Florida
$4.29K +$1.88K +3 +75%
HIA
814
Harbor Investment Advisory
Maryland
$4K -$9.41K -15 -71%
ADL
815
Asset Dedication LLC
California
$4K – – –
AWM
816
Atticus Wealth Management
Florida
$4K – – –
BWA
817
BDO Wealth Advisors
Florida
$4K – – –
PWMG
818
Prestige Wealth Management Group
New Jersey
$4K – – –
SFG
819
Steward Financial Group
Texas
$4K +$5.02K +8 New
MG
820
MilWealth Group
Wisconsin
$3.06K – – –
ECM
821
Estabrook Capital Management
New York
$3.06K +$3.14K +5 New
FNBOSM
822
First National Bank of South Miami
Florida
$3K – – –
KFI
823
Key Financial Inc
Pennsylvania
$3K – – –
NFSG
824
Newbridge Financial Services Group
Florida
$3K +$3.14K +5 New
SC
825
Schubert & Co
Texas
$3K +$3.14K +5 New
31 32
33
34 35

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.