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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 %
PCM
876
Pointe Capital Management
Michigan
– -$56K -100 Closed
ACA
877
Atlas Capital Advisors
Wyoming
– -$34.7K -62 Closed
AS
878
Altshuler Shaham
Israel
– -$31.3K -56 Closed
TWA
879
TCI Wealth Advisors
Arizona
– -$24.1K -43 Closed
AWM
880
Accel Wealth Management
Iowa
– -$20.7K -37 Closed
NC
881
NewSquare Capital
Pennsylvania
– -$11.2K -20 Closed
WPWM
882
Western Pacific Wealth Management
Illinois
– -$11.2K -20 Closed
BA
883
Bellwether Advisors
Nebraska
– -$11.2K -20 Closed
OIA
884
Optimum Investment Advisors
Illinois
– -$6.72K -12 Closed
SC
885
Schubert & Co
Texas
– -$6.16K -11 Closed
CBT
886
Central Bank & Trust
Kentucky
– -$3.92K -7 Closed
AAP
887
Arax Advisory Partners
Colorado
– -$3.36K -6 Closed
AAS
888
Ameritas Advisory Services
Nebraska
– -$3.02K -6 Closed
TAIM
889
TD Ameritrade Investment Management
Nebraska
– -$3K -5 Closed
ONST
890
Old North State Trust
North Carolina
– -$2K -3 Closed
BAM
891
Bellevue Asset Management
Washington
– -$1.12K -2 Closed
IGWM
892
ICA Group Wealth Management
Colorado
– -$1.12K -2 Closed
ME
893
McIlrath & Eck
Washington
– -$560 -1 Closed
STCOSD
894
Sageworth Trust Company of South Dakota
South Dakota
– -$560 -1 Closed
TFM
895
TFC Financial Management
Massachusetts
– -$560 -1 Closed
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