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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
LWA
826
Lenox Wealth Advisors
New York
$2K -$14.4K -23 -88%
ACM
827
AUA Capital Management
Pennsylvania
$2K – – –
BA
828
Bellwether Advisors
Nebraska
$2K – – –
HWM
829
HighMark Wealth Management
Minnesota
$2K – – –
TCWA
830
Ten Capital Wealth Advisors
Washington
$2K – – –
TSW
831
Thompson Siegel & Walmsley
Virginia
$2K – – –
CAC
832
Core Alternative Capital
Georgia
$2K +$1.88K +3 New
CWM
833
Curi Wealth Management
North Carolina
$2K +$2.51K +4 New
SC
834
SouthState Corp
Florida
$2K +$2.51K +4 New
S
835
Surevest
California
$2K +$2.51K +4 New
GFPC
836
Global Financial Private Client
Florida
$1.23K – – –
AIC
837
Archer Investment Corporation
Indiana
$1.23K +$1.25K +2 New
LWM
838
Liberty Wealth Management
California
$1.18K -$15.7K -25 -1%
GWM
839
Geneos Wealth Management
Colorado
$1K -$50.8K -81 -96%
AWM
840
Avior Wealth Management
Nebraska
$1K – – –
BAM
841
Bellevue Asset Management
Washington
$1K – – –
CCA
842
Column Capital Advisors
Indiana
$1K +$627 +1 New
SCA
843
Stonebridge Capital Advisors
Minnesota
$1K +$627 +1 New
TWP
844
TFO Wealth Partners
Ohio
$1K +$627 +1 New
AA
845
Addison Advisors
Vermont
$1K +$1.25K +2 New
CSWM
846
Cassady Schiller Wealth Management
Ohio
$1K +$1.25K +2 New
TSWM
847
Tyler-Stone Wealth Management
Ohio
$1K +$1.25K +2 New
CP
848
Castleview Partners
Texas
$672 +$258M +411,892 New
WA
849
WestEnd Advisors
North Carolina
$612 +$627 +1 New
BBHC
850
Brown Brothers Harriman & Co
New York
$383 -$72.1K -115 -16%
32 33
34
35 36

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.