MSCI
MSCI
812 hedge funds and large institutions have $33.5B invested in MSCI in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 282 increasing their positions, 330 reducing their positions, and 89 closing their positions.
114% more call options, than puts
Call options by funds: $146M | Put options by funds: $68.3M
1% less funds holding
Funds holding: 818 → 812 (-6)
1% less first-time investments, than exits
New positions opened: 88 | Existing positions closed: 89
2.12% less ownership
Funds ownership: 91.08% → 88.96% (-2.1%)
15% less repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 330
18% less capital invested
Capital invested by funds: $40.8B → $33.5B (-$7.33B)
48% less funds holding in top 10
Funds holding in top 10: 23 → 12 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$266M |
| 2 |
OCBV
Ownership Capital B.V.
Amsterdam,
Netherlands
|
+$135M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$117M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$117M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$435M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$290M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$269M |
| 4 |
JP Morgan Chase
New York
|
-$236M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$215M |
MSCI Hedge Fund Activity: Q2 2023 in Review
812 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2023, worth a combined $33.5B — down 18% from $40.8B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of MSCI and 88 opened new positions — a net loss of 1 holder — while 330 trimmed existing stakes and 282 added.
The largest buyer was Wellington Management Group, adding an estimated $266M. The largest seller was WCM Investment Management, exiting entirely with an estimated $435M sold.
- 812 institutional investors held MSCI (MSCI) as of Q2 2023, down from 818 in Q1 2023.
- Funds reported $33.5B of MSCI stock for Q2 2023, down 18% quarter-over-quarter.
- 88 funds opened new MSCI positions in Q2 2023 and 89 closed out, a net change of -1 holder.
- The largest MSCI buyer in Q2 2023 was Wellington Management Group, an estimated $266M added.
- The largest MSCI seller in Q2 2023 was WCM Investment Management, an estimated $435M sold.
Based on aggregated 13F filings for Q2 2023.