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MSCI
MSCI

Overview Fund Activity

925 hedge funds and large institutions have $34.1B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 298 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
13.45%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
143
Increased
382
Reduced
298
Closed
119
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
$795M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$474M
3
Principal Financial Group
Principal Financial Group
Iowa
$702M
4
Edgewood Management
Edgewood Management
Connecticut
$904M
5
Morgan Stanley
Morgan Stanley
New York
$804M

Top Sellers

1
WC
Westwind Capital
New Mexico
$10.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$539M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$669M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1001
PDS Planning
Ohio
– -$256K -457 Closed
KWM
1002
Kolinsky Wealth Management
New Jersey
– -$256K -456 Closed
WCM
1003
WealthBridge Capital Management
Ohio
– -$254K -454 Closed
SGI
1004
Summit Global Investments
Utah
– -$246K -439 Closed
SVWAG
1005
Sound View Wealth Advisors Group
Georgia
– -$243K -433 Closed
MAG
1006
M3 Advisory Group
Massachusetts
– -$233K -416 Closed
MA
1007
Mutual Advisors
Nebraska
– -$230K -410 Closed
AL
1008
Aspiriant LLC
California
– -$229K -408 Closed
MFA
1009
Mayflower Financial Advisors
Massachusetts
– -$228K -406 Closed
BEC
1010
Blue Edge Capital
Virginia
– -$224K -400 Closed
AWA
1011
Arkadios Wealth Advisors
Georgia
– -$219K -390 Closed
BBA
1012
Braun-Bostich & Associates
Pennsylvania
– -$217K -388 Closed
AFG
1013
Atomi Financial Group
New York
– -$215K -384 Closed
PGCM
1014
Prescott Group Capital Management
Oklahoma
– -$215K -384 Closed
ATC
1015
Argent Trust Co
Tennessee
– -$215K -383 Closed
SFS
1016
Security Financial Services
Indiana
– -$214K -381 Closed
MG
1017
Meritage Group
California
– -$212K -379 Closed
CWA
1018
Clarus Wealth Advisors
Arizona
– -$202K -379 Closed
TIAA Trust, National Association
1019
TIAA Trust, National Association
North Carolina
– -$212K -378 Closed
PWPS
1020
Pinnacle Wealth Planning Services
Ohio
– -$212K -378 Closed
DAS
1021
Dynamic Advisor Solutions
Arizona
– -$210K -374 Closed
RB
1022
Renasant Bank
Mississippi
– -$207K -370 Closed
BCM
1023
Buckhead Capital Management
Georgia
– -$202K -360 Closed
OC
1024
Oppenheimer & Co
New York
– -$201K -359 Closed
SC
1025
Savant Capital
Illinois
– -$201K -358 Closed
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