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MSCI
MSCI

Overview Fund Activity

910 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 310 reducing their positions, and 56 closing their positions.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.19%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
310
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$247M
2
Edgewood Management
2
Edgewood Management
Connecticut
$875M
3
BlackRock
3
BlackRock
New York
$3.98B
4
Man Group
4
Man Group
United Kingdom
$153M
5
FPP
5
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
4
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
951
Cambridge Trust
Massachusetts
– – -37 Closed
TWM
952
Tradition Wealth Management
Minnesota
– – -28 Closed
LA
953
LM Advisors
California
– – -21 Closed
LIWM
954
Long Island Wealth Management
New York
– – -12 Closed
WPA
955
West Paces Advisors
Georgia
– – -12 Closed
WTG
956
West Tower Group
Virginia
– – -10 Closed
CCM
957
Chilton Capital Management
Texas
– – -7 Closed
RFG
958
RFP Financial Group
Georgia
– – -6 Closed
LF
959
Lee Financial
Texas
– – -5 Closed
NFSG
960
Newbridge Financial Services Group
Florida
– – -5 Closed
CTB
961
Country Trust Bank
Illinois
– – -4 Closed
PVH
962
Psagot Value Holdings
Israel
– – -4 Closed
BSB
963
Bangor Savings Bank
Maine
– – -2 Closed
PA
964
Pineridge Advisors
Missouri
– – -2 Closed
PWA
965
Provenance Wealth Advisors
Florida
– – -2 Closed
DWA
966
Delos Wealth Advisors
Texas
– – -1 Closed
EWM
967
Evermay Wealth Management
Virginia
– – -1 Closed
PP
968
Paloma Partners
Connecticut
– – – –
PMEF
969
Point72 Middle East FZE
United Arab Emirates
– – – –
LPARFS
970
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– – – –
CLOS
971
Compagnie Lombard Odier SCmA
Switzerland
– – – –
CL
972
CSS LLC
Illinois
– – – –
HI
973
HBK Investments
Texas
– – – –
EAM
974
Erste Asset Management
Austria
– – – –
GCP
975
Garda Capital Partners
Minnesota
– – – –
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