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MSCI
MSCI

Overview Fund Activity

808 hedge funds and large institutions have $33.4B invested in MSCI in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
88
Increased
279
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$601M
2
OCBV
Ownership Capital B.V.
Netherlands
$130M
3
Capital Research Global Investors
Capital Research Global Investors
California
$959M
4
Citadel Advisors
Citadel Advisors
Florida
$114M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$132M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$347M
3
DCP
Durable Capital Partners
Maryland
$318M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$375M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
801
Fiduciary Alliance
South Carolina
$939 +$939 +2 New
WWM
802
Wolff Wiese Magana
California
$470 – – –
DWA
803
Delos Wealth Advisors
Texas
$470 – – –
NSIM
804
North Star Investment Management
Illinois
$469 – – –
CTA
805
Colonial Trust Advisors
South Carolina
$469 – – –
M
806
MOTCO
Texas
$469 +$469 +1 New
WCM Investment Management
807
WCM Investment Management
California
– -$435M -777,078 Closed
Lord, Abbett & Co
808
Lord, Abbett & Co
New Jersey
– -$82.5M -147,470 Closed
SP
809
Sarasin & Partners
United Kingdom
– -$38.9M -70,256 Closed
AAP
810
Aristotle Atlantic Partners
Florida
– -$32.6M -58,270 Closed
CIM
811
Chiron Investment Management
New York
– -$14.2M -25,375 Closed
MIP
812
Marietta Investment Partners
Wisconsin
– -$10.1M -18,123 Closed
JWM
813
Jessup Wealth Management
Ohio
– -$7.75M -13,851 Closed
LOAME
814
Lombard Odier Asset Management (Europe)
United Kingdom
– -$5.04M -9,000 Closed
BPC
815
Banque Pictet & Cie
Switzerland
– -$4.18M -7,469 Closed
ACM
816
Alcosta Capital Management
California
– -$4.03M -7,196 Closed
Fidelity International
817
Fidelity International
Bermuda
– -$3.92M -7,000 Closed
CWM
818
Cordatus Wealth Management
Pennsylvania
– -$3.51M -6,265 Closed
VC
819
Vestor Capital
Illinois
– -$3.1M -5,530 Closed
PE
820
Point72 Europe
United Kingdom
– -$3.08M -5,500 Closed
WG
821
Winton Group
United Kingdom
– -$2.33M -4,160 Closed
E
822
Ergoteles
New York
– -$2.06M -3,682 Closed
SICM
823
Sustainable Insight Capital Management
New York
– -$2.04M -3,651 Closed
IAIM
824
Industrial Alliance Investment Management
Quebec, Canada
– -$1.33M -2,368 Closed
BCM
825
Brookstone Capital Management
Illinois
– -$1.15M -2,140 Closed
31 32
33
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