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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 %
IGWM
801
ICA Group Wealth Management
Colorado
$1.12K 2 +2 New
GFPC
802
Global Financial Private Client
Florida
$1.12K 2 – –
TFA
803
Transamerica Financial Advisors
Florida
$1K 1 – –
BFEC
804
Benjamin F. Edwards & Company
Missouri
$1K 2 – –
AW
805
Avion Wealth
Texas
$1K 3 +3 New
DWA
806
Delos Wealth Advisors
Texas
$560 1 – –
CTA
807
Colonial Trust Advisors
South Carolina
$560 1 – –
NSIM
808
North Star Investment Management
Illinois
$560 1 – –
WWM
809
Wolff Wiese Magana
California
$560 1 – –
STCOSD
810
Sageworth Trust Company of South Dakota
South Dakota
$560 1 – –
TFM
811
TFC Financial Management
Massachusetts
$560 1 +1 New
Capstone Investment Advisors
812
Capstone Investment Advisors
New York
$560 1 +1 New
ME
813
McIlrath & Eck
Washington
$560 1 +1 New
T. Rowe Price Investment Management
814
T. Rowe Price Investment Management
Maryland
– – -216,607 Closed
IMCOOI
815
Investment Management Corp of Ontario (IMCO)
Canada
– – -61,393 Closed
Renaissance Technologies
816
Renaissance Technologies
New York
– – -28,421 Closed
PMEF
817
Point72 Middle East FZE
United Arab Emirates
– – -16,334 Closed
ECM
818
ExodusPoint Capital Management
New York
– – -15,365 Closed
TI
819
Trexquant Investment
Connecticut
– – -13,497 Closed
Connor, Clark & Lunn Investment Management (CC&L)
820
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -12,420 Closed
RCW
821
Rheos Capital Works
Japan
– – -9,800 Closed
ACM
822
Aquatic Capital Management
Illinois
– – -9,300 Closed
QC
823
Quadrature Capital
United Kingdom
– – -6,174 Closed
YIH
824
Y-Intercept (HK)
Hong Kong
– – -5,566 Closed
PAS
825
Park Avenue Securities
New York
– – -4,598 Closed
31 32
33
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