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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
826
Advisornet Financial
Minnesota
$21.2K -$4.47K -9 -17%
DCP
827
DSM Capital Partners
Florida
$20.2K
WT
828
Washington Trust
Rhode Island
$19.8K
CWC
829
Carolinas Wealth Consulting
North Carolina
$18.8K -$33.2K -67 -63%
BIA
830
Bell Investment Advisors
California
$18.8K +$496 +1 +3%
AIM
831
Anchor Investment Management
South Carolina
$16.9K -$21.3K -43 -55%
FMP
832
Financial Management Professionals
Texas
$15K -$992 -2 -6%
RCM
833
Raleigh Capital Management
North Carolina
$14.9K -$2.98K -6 -16%
EBA
834
Eagle Bay Advisors
New York
$14.9K +$10.9K +22 +244%
GWSG
835
GPS Wealth Strategies Group
Colorado
$14.7K
CA
836
CoreCap Advisors
Michigan
$14.5K +$7.94K +16 +114%
SIM
837
Studio Investment Management
Illinois
$14.5K +$14.9K +30 New
GKIM
838
GW&K Investment Management
Massachusetts
$13K +$1.49K +3 +12%
PGAM
839
Princeton Global Asset Management
New Jersey
$12.5K
LFA
840
LGT Financial Advisors
Texas
$12K
TCOV
841
Trust Company of Vermont
Vermont
$12K
ADL
842
Asset Dedication LLC
California
$11.6K
MAM
843
Meeder Asset Management
Ohio
$11.1K
HIA
844
Harbor Investment Advisory
Maryland
$10.1K -$496 -1 -5%
CT
845
Colonial Trust
South Carolina
$9.72K +$9.43K +19 +1,900%
CJ
846
Caitlin John
Michigan
$9.67K
LI
847
LRI Investments
Florida
$9.63K
OC
848
Oakworth Capital
Alabama
$9.63K
PWMG
849
Private Wealth Management Group
New Jersey
$9.63K
FRA
850
Front Row Advisors
California
$9.63K +$9.92K +20 New