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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
$795M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$474M
3
Principal Financial Group
Principal Financial Group
Iowa
$702M
4
Edgewood Management
Edgewood Management
Connecticut
$904M
5
Morgan Stanley
Morgan Stanley
New York
$804M

Top Sellers

1
WC
Westwind Capital
New Mexico
$10.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$539M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$669M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
851
Stuart Chaussee & Associates
California
$7.23K – – –
EPW
852
Evergreen Private Wealth
Colorado
$6.75K – – –
DCM
853
Davidson Capital Management
Texas
$6.75K +$482 +1 +8%
AWM
854
Avior Wealth Management
Nebraska
$6.74K -$115K -238 -94%
KFI
855
Key Financial Inc
Pennsylvania
$6.26K – – –
MIFH
856
Migdal Insurance & Financial Holdings
Israel
$6K +$6K +13 New
PWMG
857
Prestige Wealth Management Group
New Jersey
$5.78K – – –
KPP
858
Kings Path Partners
Texas
$5.78K +$5.78K +12 New
DAM
859
Delta Asset Management
Tennessee
$5.3K -$482 -1 -8%
EAM
860
Eukles Asset Management
Ohio
$5.3K – – –
VCM
861
Versant Capital Management
Arizona
$4.82K -$1.93K -4 -29%
RWA
862
Redmont Wealth Advisors
Illinois
$4.82K – – –
IBOK
863
Independence Bank of Kentucky
Kentucky
$4.82K – – –
GWM
864
Geneos Wealth Management
Colorado
$4.82K +$2.89K +6 +150%
GJWM
865
Gilliland Jeter Wealth Management
Arkansas
$4.82K +$4.82K +10 New
AWM
866
Abound Wealth Management
Tennessee
$4.34K -$4.34K -9 -50%
AEPWM
867
Atlantic Edge Private Wealth Management
Florida
$4.34K – – –
AFG
868
Albion Financial Group
Utah
$4.34K – – –
RWPA
869
Richard W. Paul & Associates
Michigan
$4.34K – – –
FPF
870
First Pacific Financial
Washington
$4.34K +$4.34K +9 New
FW
871
Fairway Wealth
Ohio
$4.34K +$4.34K +9 New
GEA
872
Glen Eagle Advisors
New Jersey
$4.34K +$4.34K +9 New
AW
873
Avion Wealth
Texas
$4K +$889 +2 +29%
SIC
874
SJS Investment Consulting
Ohio
$3.37K -$482 -1 -13%
PCFFS
875
Pacific Center for Financial Services
California
$3.37K – – –
33 34
35
36 37