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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 %
GA
851
Geller Advisors
New York
– -$270K -482 Closed
PCS
852
Personal CFO Solutions
New Jersey
– -$265K -473 Closed
AT
853
American Trust
Kentucky
– -$262K -469 Closed
GCM
854
Gallacher Capital Management
Colorado
– -$255K -456 Closed
SIA
855
Schechter Investment Advisors
Michigan
– -$246K -440 Closed
WPW
856
Waldron Private Wealth
Pennsylvania
– -$239K -427 Closed
RCAG
857
Rehmann Capital Advisory Group
Michigan
– -$237K -423 Closed
CANY
858
Caxton Associates (New York)
New York
– -$233K -416 Closed
KCM
859
Kathmere Capital Management
Pennsylvania
– -$233K -416 Closed
PSP
860
Principal Street Partners
Tennessee
– -$229K -410 Closed
BEC
861
Blue Edge Capital
Virginia
– -$224K -400 Closed
MFA
862
Mayflower Financial Advisors
Massachusetts
– -$223K -399 Closed
VC
863
Veracity Capital
Georgia
– -$221K -396 Closed
SI
864
Stephens Inc
Arkansas
– -$221K -395 Closed
PWPS
865
Pinnacle Wealth Planning Services
Ohio
– -$221K -394 Closed
RSWM
866
Robertson Stephens Wealth Management
California
– -$219K -391 Closed
LA
867
LVW Advisors
New York
– -$216K -386 Closed
SMA
868
Sage Mountain Advisors
Georgia
– -$214K -383 Closed
IAN
869
Integrated Advisors Network
Texas
– -$213K -381 Closed
DWA
870
Douglass Winthrop Advisors
New York
– -$207K -370 Closed
SC
871
Savant Capital
Illinois
– -$207K -369 Closed
PA
872
Perennial Advisors
New York
– -$205K -367 Closed
BCM
873
Buckhead Capital Management
Georgia
– -$201K -360 Closed
BAM
874
Belpointe Asset Management
Nevada
– -$160K -285 Closed
NHT
875
New Hampshire Trust
New Hampshire
– -$133K -237 Closed
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