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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 %
DCM
851
Davidson Capital Management
Texas
$7.29K 13 +1 +8%
PWMG
852
Prestige Wealth Management Group
New Jersey
$6.73K 12 – –
DAM
853
Delta Asset Management
Tennessee
$6.73K 12 – –
First Manhattan
854
First Manhattan
New York
$6.73K 12 +12 New
EAM
855
Eukles Asset Management
Ohio
$6.17K 11 – –
VNA
856
Valley National Advisers
Pennsylvania
$6K 11 -18 -62%
IBOK
857
Independence Bank of Kentucky
Kentucky
$5.61K 10 – –
RWA
858
Redmont Wealth Advisors
Illinois
$5.61K 10 +10 New
AFG
859
Albion Financial Group
Utah
$5.05K 9 – –
AEPWM
860
Atlantic Edge Private Wealth Management
Florida
$5.05K 9 – –
EBA
861
Eagle Bay Advisors
New York
$5.04K 9 -2 -18%
RWPA
862
Richard W. Paul & Associates
Michigan
$5.04K 9 – –
SIC
863
SJS Investment Consulting
Ohio
$4.48K 8 – –
FRA
864
Frank Rimerman Advisors
California
$4.48K 8 – –
DF
865
Dunhill Financial
United Kingdom
$4.21K 8 +2 +33%
POIA
866
Pin Oak Investment Advisors
Texas
$4K 7 – –
AW
867
Avion Wealth
Texas
$4K 7 +1 +17%
FCA
868
FinTrust Capital Advisors
South Carolina
$3.92K 7 – –
CCA
869
Criterion Capital Advisors
Tennessee
$3.92K 7 – –
PCFFS
870
Pacific Center for Financial Services
California
$3.92K 7 +7 New
BGAI
871
Bruce G. Allen Investments
Colorado
$3.92K 7 – –
RTL
872
Red Tortoise LLC
Georgia
$3.92K 7 – –
AS
873
Altshuler Shaham
Israel
$3.92K 7 +7 New
TCA
874
Trifecta Capital Advisors
Illinois
$3.36K 6 -16 -73%
JFA
875
JNBA Financial Advisors
Minnesota
$3.36K 6 – –
33 34
35
36 37