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MSCI
MSCI

Overview Fund Activity

910 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 310 reducing their positions, and 56 closing their positions.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.19%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
310
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$247M
2
Edgewood Management
2
Edgewood Management
Connecticut
$875M
3
BlackRock
3
BlackRock
New York
$3.98B
4
Man Group
4
Man Group
United Kingdom
$153M
5
FPP
5
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
4
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
PMFA
801
Plante Moran Financial Advisors
Michigan
$44.8K 80 +80 New
AIM
802
Anchor Investment Management
South Carolina
$43.7K 78 -1,043 -93%
CA
803
Clearstead Advisors
Ohio
$41.3K 85 -5 -6%
ANBT
804
American National Bank & Trust
Texas
$39.2K 70 – –
GBT
805
Grove Bank & Trust
Florida
$36.4K 65 -12 -16%
FMII
806
Farmers & Merchants Investments Inc
Nebraska
$34.2K 61 – –
TFIPS
807
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.6K 60 – –
CA
808
Crewe Advisors
Utah
$33.6K 60 +60 New
AF
809
Advisornet Financial
Minnesota
$29.7K 53 +23 +77%
MCM
810
MidAtlantic Capital Management
Virginia
$28K 50 – –
Jones Financial Companies
811
Jones Financial Companies
Missouri
$27.5K 49 +41 +513%
RA
812
Rise Advisors
New York
$26.3K 47 +47 New
BHWM
813
Beaird Harris Wealth Management
Texas
$24.7K 44 +11 +33%
DCP
814
DSM Capital Partners
Florida
$23.5K 42 – –
AAP
815
Arax Advisory Partners
Colorado
$23K 41 – –
WT
816
Washington Trust
Rhode Island
$23K 41 – –
NL
817
NVWM LLC
Pennsylvania
$22.4K 40 – –
BIA
818
Bell Investment Advisors
California
$21.3K 38 -1 -3%
RCM
819
Raleigh Capital Management
North Carolina
$20.7K 37 +26 +236%
CFB
820
Cullen/Frost Bankers
Texas
$19.1K 34 +4 +13%
FMP
821
Financial Management Professionals
Texas
$19K 34 +3 +10%
GWSG
822
GPS Wealth Strategies Group
Colorado
$17.2K 31 – –
NS
823
NBC Securities
Alabama
$17K 31 -17 -35%
VWM
824
Venturi Wealth Management
Texas
$16.3K 29 +1 +4%
FDCP
825
Foster Dykema Cabot & Partners
Massachusetts
$15.1K 27 +27 New
31 32
33
34 35