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MSCI
MSCI

762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683 → 762 (+79)

0.72% more ownership

Funds ownership: 89.46% → 90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
101
TD Asset Management
Ontario, Canada
$41.5M -$2.93M -7,459 -7%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$41.2M +$4.57M +11,656 +14%
MWNA
103
Marshall Wace North America
New York
$41.1M +$6.75M +17,205 +23%
KCM
104
Kornitzer Capital Management
Kansas
$40.8M -$17.7K -45 -0%
Adage Capital Partners
105
Adage Capital Partners
Massachusetts
$40.6M -$981K -2,500 -3%
Citadel Advisors
106
Citadel Advisors
Florida
$39.4M +$10.1M +25,729 +41%
BCM
107
Bowie Capital Management
Texas
$39.3M +$1.53M +3,900 +5%
HSC
108
Harbor Spring Capital
New York
$35.7M – – –
NP
109
NS Partners
United Kingdom
$35.1M +$18.8K +48 +0.1%
MSE
110
MUFG Securities EMEA
United Kingdom
$34.2M +$10.4M +26,607 +53%
CWM
111
CIBC World Markets
New York
$33.8M +$18.2M +46,317 +158%
Canada Life
112
Canada Life
Manitoba, Canada
$33.5M +$1.56M +3,978 +6%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$32.8M -$810K -2,065 -3%
Canada Pension Plan Investment Board
114
Canada Pension Plan Investment Board
Ontario, Canada
$32.6M -$1.81M -4,618 -6%
Stifel Financial
115
Stifel Financial
Missouri
$32.4M +$2.92M +7,430 +11%
APG Asset Management
116
APG Asset Management
Netherlands
$31.9M -$13.7M -34,977 -29%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$30.3M +$2.96M +7,547 +13%
KC
118
Kadensa Capital
Hong Kong
$30.1M -$6.46M -16,472 -20%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$29M -$1.72M -4,373 -6%
Prudential Financial
120
Prudential Financial
New Jersey
$28.9M -$923K -2,353 -4%
Nordea Investment Management
121
Nordea Investment Management
Sweden
$27.9M +$5.27M +13,431 +27%
AIM
122
Artemis Investment Management
United Kingdom
$27.5M -$959K -2,445 -4%
EIP
123
Epoch Investment Partners
New York
$26.3M +$6.15M +15,681 +36%
AG
124
Aperio Group
California
$26.1M +$180K +460 +0.8%
Nomura Holdings
125
Nomura Holdings
Japan
$25.2M +$14.4M +36,828 +187%
3 4
5
6 7

MSCI Hedge Fund Activity: Q4 2020 in Review

762 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2020, worth a combined $33.5B — up 26% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MSCI positions and 56 closed out — a net gain of 84 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 762 institutional investors held MSCI (MSCI) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $33.5B of MSCI stock for Q4 2020, up 26% quarter-over-quarter.
  • 140 funds opened new MSCI positions in Q4 2020 and 56 closed out, a net change of +84 holders.
  • The largest MSCI buyer in Q4 2020 was Sustainable Growth Advisers, an estimated $190M added.
  • The largest MSCI seller in Q4 2020 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.