MSCI
MSCI
876 hedge funds and large institutions have $40.9B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 319 increasing their positions, 340 reducing their positions, and 56 closing their positions.
104% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 56
12% more capital invested
Capital invested by funds: $36.7B → $40.9B (+$4.26B)
6% more funds holding
Funds holding: 829 → 876 (+47)
1.28% more ownership
Funds ownership: 90.32% → 91.6% (+1.3%)
9% more call options, than puts
Call options by funds: $222M | Put options by funds: $204M
6% less repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 340
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$445M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$270M |
| 3 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
+$126M |
| 4 |
Millennium Management
New York
|
+$90.9M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
-$221M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$192M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$98.4M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$89.7M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$86.4M |
MSCI Hedge Fund Activity: Q4 2023 in Review
876 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2023, worth a combined $40.9B — up 12% from $36.7B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new MSCI positions and 56 closed out — a net gain of 58 holders — while 319 added to existing stakes and 340 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $445M. The largest seller was Alphinity Investment Management, exiting entirely with an estimated $221M sold.
- 876 institutional investors held MSCI (MSCI) as of Q4 2023, up from 829 in Q3 2023.
- Funds reported $40.9B of MSCI stock for Q4 2023, up 12% quarter-over-quarter.
- 114 funds opened new MSCI positions in Q4 2023 and 56 closed out, a net change of +58 holders.
- The largest MSCI buyer in Q4 2023 was Morgan Stanley, an estimated $445M added.
- The largest MSCI seller in Q4 2023 was Alphinity Investment Management, an estimated $221M sold.
Based on aggregated 13F filings for Q4 2023.