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MSCI
MSCI

Overview Fund Activity

925 hedge funds and large institutions have $34.1B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 298 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
13.45%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
143
Increased
382
Reduced
298
Closed
119
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$730M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$357M
3
Principal Financial Group
Principal Financial Group
Iowa
+$300M
4
Edgewood Management
Edgewood Management
Connecticut
+$153M
5
Morgan Stanley
Morgan Stanley
New York
+$135M

Top Sellers

1
WC
Westwind Capital
New Mexico
-$1.23B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$807M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$245M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
801
AlphaQuest
New York
$41.9K -$855K -1,775 -95%
POIA
802
Pin Oak Investment Advisors
Texas
$41K +$37.7K +79 +1,129%
SWM
803
Spire Wealth Management
Virginia
$40.9K -$45.8K -95 -53%
FUBT
804
First United Bank & Trust
Maryland
$40.9K – – –
RI
805
Ridgewood Investments
New Jersey
$39.5K +$39.5K +82 New
LFG
806
Larson Financial Group
Missouri
$39K – – –
AT
807
Arlington Trust
Alabama
$38.5K -$30.4K -63 -44%
PMFA
808
Plante Moran Financial Advisors
Michigan
$38.5K – – –
VAG
809
VisionPoint Advisory Group
Texas
$38.1K +$38.1K +79 New
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$29.4K – – –
TFIPS
811
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.9K – – –
PTC
812
Private Trust Company
Ohio
$27.5K -$41.9K -87 -60%
HH
813
HWG Holdings
Texas
$27.5K +$27.5K +57 New
PCMC
814
Planning Capital Management Corporation
Pennsylvania
$27.5K +$27.5K +57 New
RIL
815
Rothschild Investment LLC
Illinois
$26K -$68.4K -142 -72%
Group One Trading
816
Group One Trading
Illinois
$26K +$26K +54 New
RA
817
Rise Advisors
New York
$22.7K – – –
NL
818
NVWM LLC
Pennsylvania
$22.2K +$2.89K +6 +15%
AF
819
Advisornet Financial
Minnesota
$21.2K -$4.34K -9 -17%
DCP
820
DSM Capital Partners
Florida
$20.2K – – –
WT
821
Washington Trust
Rhode Island
$19.8K – – –
CWC
822
Carolinas Wealth Consulting
North Carolina
$18.8K -$32.3K -67 -63%
BIA
823
Bell Investment Advisors
California
$18.8K +$482 +1 +3%
AIM
824
Anchor Investment Management
South Carolina
$16.9K -$20.7K -43 -55%
FMP
825
Financial Management Professionals
Texas
$15K -$938 -2 -6%
31 32
33
34 35