We are live on ! Find out more

818 hedge funds and large institutions have $40.8B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 303 increasing their positions, 303 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $123M | Put options by funds: $76.3M

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

22% more capital invested

Capital invested by funds: $33.5B → $40.8B (+$7.31B)

2% more funds holding

Funds holding: 801818 (+17)

0.86% more ownership

Funds ownership: 90.22%91.08% (+0.86%)

0% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 303

Holders
818
Holders Change
+17
Holders Change %
+2.12%
% of All Funds
13.04%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
303
Reduced
303
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$49.3M -$1.59M -3,000 -3%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$48.7M +$1.37M +2,586 +3%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$48.4M -$4.25M -8,036 -9%
SH
104
SeaTown Holdings
Singapore
$48.3M +$22.6M +42,720 +98%
Robeco Institutional Asset Management
105
Robeco Institutional Asset Management
Netherlands
$46.6M +$14.4M +27,180 +48%
CS
106
Credit Suisse
Switzerland
$46.1M -$2.88M -5,437 -6%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$45.7M +$4.71M +8,910 +12%
Adage Capital Partners
108
Adage Capital Partners
Massachusetts
$44.8M -$5.92M -11,200 -12%
BCM
109
Bowie Capital Management
Texas
$44.2M -$1.02M -1,936 -2%
NP
110
NS Partners
United Kingdom
$43M -$102K -193 -0.3%
Marshall Wace
111
Marshall Wace
United Kingdom
$42.9M -$11.7M -22,088 -22%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$42.8M +$10.2M +19,361 +34%
CIBC Asset Management
113
CIBC Asset Management
Ontario, Canada
$42.3M -$4.71M -8,910 -11%
Citigroup
114
Citigroup
New York
$39.1M +$1.88M +3,560 +5%
SP
115
Sarasin & Partners
United Kingdom
$38.9M +$30.7M +58,031 +475%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$38.2M -$8.56M -16,184 -19%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$38.1M -$4.69M -8,864 -12%
KCM
118
Kornitzer Capital Management
Kansas
$36.9M -$293K -553 -0.8%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$36.2M -$28.3M -53,536 -45%
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$35.6M +$3.58M +6,765 +12%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M -$819K -1,548 -2%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$35.1M -$6.95M -13,144 -17%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$34.9M +$11.1K +21 +0%
Canada Life
124
Canada Life
Manitoba, Canada
$34.7M -$241K -456 -0.7%
NIG
125
NFJ Investment Group
Texas
$33.8M -$5.15M -9,732 -14%

MSCI Hedge Fund Activity: Q1 2023 in Review

818 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2023, worth a combined $40.8B — up 22% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new MSCI positions and 76 closed out — a net gain of 34 holders — while 303 added to existing stakes and 303 trimmed.

The largest buyer was Amundi, adding an estimated $272M. The largest seller was T. Rowe Price Associates, cutting an estimated $450M.

  • 818 institutional investors held MSCI (MSCI) as of Q1 2023, up from 801 in Q4 2022.
  • Funds reported $40.8B of MSCI stock for Q1 2023, up 22% quarter-over-quarter.
  • 110 funds opened new MSCI positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest MSCI buyer in Q1 2023 was Amundi, an estimated $272M added.
  • The largest MSCI seller in Q1 2023 was T. Rowe Price Associates, an estimated $450M sold.

Based on aggregated 13F filings for Q1 2023.