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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
AAP
126
Aristotle Atlantic Partners
Florida
$32.6M +$96.3K +182 +0.3%
Alyeska Investment Group
127
Alyeska Investment Group
Illinois
$32.1M +$6.28M +11,864 +26%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$31.9M -$2.23M -4,209 -7%
WJWM
129
Williams Jones Wealth Management
New York
$30.4M -$30.7K -58 -0.1%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$29.2M +$1.15M +2,169 +4%
GIA
131
Gateway Investment Advisers
Ohio
$28.9M -$316K -597 -1%
TMAM
132
Tokio Marine Asset Management
Japan
$28.3M -$882K -1,668 -3%
VRS
133
Virginia Retirement Systems
Virginia
$27.9M +$26.4M +49,836 New
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$27M +$6.01M +11,366 +31%
LPL Financial
135
LPL Financial
California
$26.5M +$874K +1,652 +4%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$26M -$118K -223 -0.5%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$26M -$330K -624 -1%
AAM
138
Ardevora Asset Management
United Kingdom
$25.7M -$2.27M -4,300 -9%
2
139
2Xideas
Switzerland
$25.7M -$3.09M -5,836 -11%
KBC Group
140
KBC Group
Belgium
$25.6M +$4.6M +8,699 +23%
SAM
141
Storebrand Asset Management
Norway
$25.1M +$6.55M +12,376 +38%
CGIM
142
Capital Group Investment Management
Singapore
$25.1M -$12.9M -24,413 -35%
RJA
143
Raymond James & Associates
Florida
$24.8M +$907K +1,714 +4%
SFI
144
Susquehanna Fundamental Investments
Pennsylvania
$24.4M -$1.56M -2,958 -6%
Macquarie Group
145
Macquarie Group
Australia
$24.2M +$7.43M +14,047 +48%
MAM
146
Montanaro Asset Management
United Kingdom
$24.2M -$529K -1,000 -2%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$24M +$2.62M +4,959 +13%
Asset Management One
148
Asset Management One
Japan
$23.7M +$193K +364 +0.9%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$22.9M -$400K -756 -1%
Assenagon Asset Management
150
Assenagon Asset Management
Luxembourg
$22.8M -$30.6M -57,820 -59%

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.