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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
901
Triad Wealth Partners
Kansas
$2.41K +$2.48K +5 New
BAM
902
Bellevue Asset Management
Washington
$2.41K +$992 +2 +67%
MA
903
MCF Advisors
Kentucky
$1.93K
MFT
904
Moisand Fitzgerald Tamayo
Florida
$1.93K
AP
905
Aspect Partners
Virginia
$1.93K +$496 +1 +33%
PCWA
906
Pacific Capital Wealth Advisors
California
$1.93K +$1.99K +4 New
MHR
907
Matthew Hamilton Rosenberg
$1.92K
CPG
908
Cornerstone Planning Group
New Jersey
$1.55K -$496 -1 -25%
CTC
909
Central Trust Company
Missouri
$1.45K
RFS
910
Richardson Financial Services
Massachusetts
$1.45K -$496 -1 -25%
FG
911
Fairman Group
Pennsylvania
$1.45K
HWP
912
Highline Wealth Partners
California
$1.45K
HNB
913
Hilltop National Bank
Wyoming
$1.45K
RWM
914
Ruedi Wealth Management
Illinois
$1.45K +$1.49K +3 New
SC
915
SouthState Corp
Florida
$1.45K +$1.49K +3 New
ECM
916
Everence Capital Management
Indiana
$1.37K
PI
917
PEAK6 Investments
Illinois
$1.12K -$302K -608 -100%
VNA
918
Valley National Advisers
Pennsylvania
$1K -$3.47K -7 -64%
TFA
919
Transamerica Financial Advisors
Florida
$1K
FFA
920
Frazier Financial Advisors
Ohio
$964 -$1.49K -3 -60%
CA
921
Continuum Advisory
Idaho
$964
CAC
922
Core Alternative Capital
Georgia
$964
SIS
923
Sound Income Strategies
Florida
$964
JFGIW
924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$964 +$992 +2 New
SWM
925
Sanctuary Wealth Management
Idaho
$964 +$992 +2 New