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
PCH
176
Polar Capital Holdings
United Kingdom
$16M +$2.14M +4,043 +16%
TYCC
177
Texas Yale Capital Corp
Florida
$15.8M -$1.59K -3 -0%
Rafferty Asset Management
178
Rafferty Asset Management
New York
$15.6M -$1.99M -3,770 -12%
CF
179
Cantor Fitzgerald
New York
$15.5M +$14.7M +27,714 New
CWG
180
C WorldWide Group
Denmark
$15.1M +$9.14M +17,276 +178%
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$15.1M +$584K +1,104 +4%
GF
182
Gabelli Funds
New York
$14.7M
LCAM
183
London & Capital Asset Management
United Kingdom
$14.3M -$212K -400 -2%
Aberdeen Group
184
Aberdeen Group
United Kingdom
$14.2M -$189K -357 -1%
CIM
185
Chiron Investment Management
New York
$14.2M +$13.4M +25,375 New
SPC
186
Stony Point Capital
New York
$14.2M +$106K +200 +0.8%
AIG
187
American International Group
New York
$13.9M +$32.8K +62 +0.2%
DSAM
188
Dock Street Asset Management
Florida
$13.6M +$550K +1,040 +4%
Truist Financial
189
Truist Financial
North Carolina
$13.6M -$703K -1,328 -5%
MCM
190
Marsico Capital Management
Colorado
$13.5M
Caisse de Depot et Placement du Quebec (CDPQ)
191
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.4M -$1.33M -2,505 -9%
Vontobel Holding
192
Vontobel Holding
Switzerland
$13.3M +$246K +465 +2%
DCM
193
Dupont Capital Management
Delaware
$13.3M +$548K +1,036 +5%
Retirement Systems of Alabama
194
Retirement Systems of Alabama
Alabama
$13.2M -$1.05M -1,981 -8%
Jane Street
195
Jane Street
New York
$13.2M +$1.45M +2,746 +13%
BBVA
196
Banco Bilbao Vizcaya Argentaria
Spain
$13M +$109K +206 +0.9%
MIM
197
MetLife Investment Management
New Jersey
$12.8M -$127K -241 -1%
WPI
198
Walter Public Investments
Canada
$12.7M -$292K -552 -2%
State of Tennessee, Department of Treasury
199
State of Tennessee, Department of Treasury
Tennessee
$12.5M +$5.29M +10,008 +81%
AB
200
Amalgamated Bank
New York
$12.4M +$367K +693 +3%

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.