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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 %
CCA
876
Criterion Capital Advisors
Tennessee
$3.37K – – –
DPW
877
DiNuzzo Private Wealth
Pennsylvania
$3.37K +$482 +1 +17%
BGAI
878
Bruce G. Allen Investments
Colorado
$3.37K – – –
RTL
879
Red Tortoise LLC
Georgia
$3.37K – – –
EC
880
EdgeRock Capital
Colorado
$3.37K +$3.37K +7 New
S
881
Sachetta
Massachusetts
$3.28K +$2.19K +4 +200%
CMP
882
Coston McIsaac & Partners
Maine
$3K – – –
CFB
883
Cullen/Frost Bankers
Texas
$2.89K -$13.5K -28 -82%
DJSG
884
D.J. St. Germain
Massachusetts
$2.89K – – –
TCA
885
Trifecta Capital Advisors
Illinois
$2.89K – – –
JFA
886
JNBA Financial Advisors
Minnesota
$2.89K – – –
BCMLT
887
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.89K – – –
PP
888
Pacifica Partners
Canada
$2.46K +$2.46K +5 New
WWP
889
WR Wealth Planners
Missouri
$2.41K -$561K -1,164 -100%
VF
890
VitalStone Financial
Texas
$2.41K -$267K -554 -99%
JGIA
891
Jackson Grant Investment Advisers
Connecticut
$2.41K – – –
ACM
892
Anfield Capital Management
California
$2.41K +$2.41K +5 New
TWP
893
Triad Wealth Partners
Kansas
$2.41K +$2.41K +5 New
CAS
894
Coppell Advisory Solutions
Texas
$2.41K +$2.41K +5 New
BAM
895
Bellevue Asset Management
Washington
$2.41K +$963 +2 +67%
MA
896
MCF Advisors
Kentucky
$1.93K – – –
MFT
897
Moisand Fitzgerald Tamayo
Florida
$1.93K – – –
AP
898
Aspect Partners
Virginia
$1.93K +$482 +1 +33%
PCWA
899
Pacific Capital Wealth Advisors
California
$1.93K +$1.93K +4 New
MHR
900
Matthew Hamilton Rosenberg
$1.92K – – –
34 35
36
37 38