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MSCI
MSCI

Overview Fund Activity

1,055 hedge funds and large institutions have $42.3B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 400 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+69
Holders Change %
+7%
% of All Funds
14.05%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
161
Increased
400
Reduced
354
Closed
76
Calls
$98.3M
Puts
$172M
Net Calls
-$74.1M
Net Calls Change
-$29.4M

Top Buyers

1
EQF
1
Evergreen Quality Fund
Cayman Islands
$354M
2
Bessemer Group
2
Bessemer Group
New Jersey
$353M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$252M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$304M
5
UBS Group
5
UBS Group
Switzerland
$229M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$315M
2
BlackRock
2
BlackRock
New York
$3.57B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$739M
4
Millennium Management
4
Millennium Management
New York
$160M
5
SGA
5
Sustainable Growth Advisers
Connecticut
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
876
UMB Bank
Missouri
$132K +$29.4K +49 +29%
BTI
877
Blue Trust Inc
Georgia
$131K -$377K -628 -74%
MPWT
878
MassMutual Private Wealth & Trust
Connecticut
$131K -$3.6K -6 -3%
C
879
Covestor
United Kingdom
$125K -$21.6K -36 -15%
GCM
880
Goldstream Capital Management
Hong Kong
$117K – – –
FA
881
Fedenia Advisers
Wisconsin
$112K +$112K +186 New
DF
882
Dunhill Financial
United Kingdom
$108K +$3K +5 +3%
PFBT
883
Parkside Financial Bank & Trust
Missouri
$104K +$1.8K +3 +2%
PPC
884
Park Place Capital
Alabama
$102K – – –
HCM
885
Hollencrest Capital Management
California
$100K +$100K +167 New
SFFS
886
Stonehage Fleming Financial Services
Jersey
$99K – – –
YP
887
YANKCOM Partnership
South Dakota
$97.2K +$97.2K +162 New
APW
888
Acima Private Wealth
Virginia
$91.8K – – –
CFFP
889
Center for Financial Planning
Michigan
$87K +$87K +145 New
HCP
890
Hexagon Capital Partners
Arkansas
$87K +$87K +145 New
GWM
891
Geneos Wealth Management
Colorado
$82.2K -$3K -5 -4%
WA
892
WPG Advisers
Maryland
$78.6K +$78.6K +131 New
GFPC
893
Global Financial Private Client
Florida
$78K +$600 +1 +0.8%
CSP
894
Cary Street Partners
Virginia
$77.4K +$77.4K +129 New
POIA
895
Pin Oak Investment Advisors
Texas
$76K – – –
WA
896
Whipplewood Advisors
Colorado
$75K +$75K +125 New
SS
897
Sunbelt Securities
Texas
$73.8K -$25.8K -43 -26%
VAG
898
VisionPoint Advisory Group
Texas
$72.3K +$72.3K +121 New
GRP
899
Global Retirement Partners
California
$70.2K -$10.8K -18 -13%
AAP
900
Arax Advisory Partners
Colorado
$70.2K +$12.6K +21 +22%
34 35
36
37 38