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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
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$78.6M +$10.4M +20,908 +15%
BCM
77
Bowie Capital Management
Texas
$77.4M +$23.7M +47,802 +42%
Wells Fargo
78
Wells Fargo
California
$76.7M +$32.3M +65,115 +69%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$74.9M -$272K -548 -0.4%
Swedbank
80
Swedbank
Sweden
$74.8M +$9.76M +19,660 +15%
Fisher Asset Management
81
Fisher Asset Management
Washington
$74M -$13.9M -28,039 -15%
TP
82
Third Point
New York
$72.3M +$74.4M +150,000 New
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$71.5M +$2.1M +4,236 +3%
SEI Investments
84
SEI Investments
Pennsylvania
$71.2M -$17.1M -34,521 -19%
MG
85
Markel Group
Virginia
$68.8M
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$66.2M +$2.09M +4,204 +3%
Westfield Capital Management
87
Westfield Capital Management
Massachusetts
$61.7M -$11.1M -22,424 -15%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$61.5M +$1.79M +3,601 +3%
Voloridge Investment Management
89
Voloridge Investment Management
Florida
$61.4M -$5.24M -10,565 -8%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$61.1M +$9.73M +19,611 +19%
RJA
91
Raymond James & Associates
Florida
$58M +$28.8M +57,987 +93%
Aviva
92
Aviva
United Kingdom
$57.4M +$4.56M +9,186 +8%
Loomis, Sayles & Company
93
Loomis, Sayles & Company
Massachusetts
$57.3M +$17.3M +34,802 +41%
Allianz Asset Management
94
Allianz Asset Management
Germany
$56.4M -$5.08M -10,237 -8%
QCM
95
Quantinno Capital Management
New York
$56.2M -$3.63M -7,315 -6%
GIC
96
GFI Investment Counsel
Ontario, Canada
$54.9M +$205K +414 +0.4%
YL
97
YCG LLC
Texas
$51.2M +$8.81M +17,754 +20%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$50.9M +$7.05M +14,205 +16%
HighTower Advisors
99
HighTower Advisors
Illinois
$50.8M -$3.68M -7,418 -7%
CWG
100
C WorldWide Group
Denmark
$49.5M +$14.1M +28,485 +38%