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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
PCP
876
Proficio Capital Partners
Massachusetts
– -$307K -504 Closed
NIM
877
NuWave Investment Management
New Jersey
– -$300K -493 Closed
AGA
878
Accuvest Global Advisors
Utah
– -$291K -476 Closed
FNBOO
879
First National Bank of Omaha
Nebraska
– -$273K -449 Closed
OWM
880
OneAscent Wealth Management
Alabama
– -$271K -446 Closed
KPW
881
Kore Private Wealth
New York
– -$265K -436 Closed
WG
882
Winton Group
United Kingdom
– -$265K -435 Closed
SW
883
SVB Wealth
Massachusetts
– -$260K -427 Closed
OFS
884
OneAscent Financial Services
Alabama
– -$245K -403 Closed
SIM
885
Stratos Investment Management
Ohio
– -$245K -403 Closed
FANJ
886
Financial Architects (New Jersey)
New Jersey
– -$227K -373 Closed
JF
887
Jump Financial
Illinois
– -$216K -355 Closed
TFS
888
Thoroughbred Financial Services
Tennessee
– -$209K -344 Closed
WP
889
WealthPLAN Partners
Nebraska
– -$219K -344 Closed
ACM
890
Anfield Capital Management
California
– -$201K -322 Closed
GRP
891
Global Retirement Partners
California
– -$134K -221 Closed
CI
892
CX Institutional
Indiana
– -$94K -154 Closed
SAI
893
Systematic Alpha Investments
New Jersey
– -$90K -135 Closed
APWA
894
Atlas Private Wealth Advisors
New Jersey
– -$73K -120 Closed
AWA
895
Arkadios Wealth Advisors
Georgia
– -$68K -112 Closed
HPC
896
HM Payson & Co
Maine
– -$62K -102 Closed
CFD
897
Creative Financial Designs
Indiana
– -$52K -85 Closed
DOA
898
D'Orazio & Associates
Virginia
– -$37K -61 Closed
CFA
899
Cahill Financial Advisors
Minnesota
– -$33K -55 Closed
CMF
900
Counterpoint Mutual Funds
California
– -$21K -34 Closed
33 34 35
36
37

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.