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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
CA
201
Capitolis Advisors
New York
$10.1M +$8.87M +22,602 New
MIP
202
Marietta Investment Partners
Wisconsin
$10M +$772K +1,968 +10%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$10M +$547K +1,394 +7%
BAM
204
Baldrige Asset Management
Pennsylvania
$9.94M -$101K -258 -1%
First Trust Advisors
205
First Trust Advisors
Illinois
$9.86M -$4.17M -10,625 -32%
PI
206
PGGM Investments
Netherlands
$9.43M +$8.29M +21,120 New
DILIC
207
Dai-ichi Life Insurance Company
Japan
$9.41M +$2.03M +5,167 +32%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$9.09M -$5.23M -13,327 -40%
BCI
209
Brinker Capital Investments
Pennsylvania
$9.05M +$4.55M +11,599 +134%
MIM
210
Martin Investment Management
Florida
$9.02M -$111K -284 -1%
MIM
211
MetLife Investment Management
New Jersey
$8.99M -$421K -1,074 -5%
Assenagon Asset Management
212
Assenagon Asset Management
Luxembourg
$8.95M +$6.29M +16,028 +400%
RC
213
RBF Capital
California
$8.93M – – –
Comerica Bank
214
Comerica Bank
Texas
$8.78M -$369K -941 -4%
GF
215
Gabelli Funds
New York
$8.77M +$94.2K +240 +1%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$8.77M +$40K +102 +0.5%
Marshall Wace
217
Marshall Wace
United Kingdom
$8.74M -$18.1M -46,053 -70%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$8.67M -$549K -1,400 -7%
DWA
219
Dorsey Wright & Associates
California
$8.64M +$418K +1,065 +6%
Vontobel Holding
220
Vontobel Holding
Switzerland
$8.63M +$8.01M +20,417 New
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$8.63M +$2.93M +7,472 +63%
BS
222
Banco Santander
Spain
$8.46M +$1.85M +4,707 +33%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.32M -$208K -529 -3%
DSAM
224
Dock Street Asset Management
Florida
$8.14M +$46.7K +119 +0.7%
BWP
225
Baldwin Wealth Partners
Massachusetts
$8.05M +$124K +317 +2%
7 8
9
10 11

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.