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MSCI
MSCI

Overview Fund Activity

870 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 316 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+45
Holders Change %
+5.45%
% of All Funds
12.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
112
Increased
316
Reduced
339
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$922M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$332M
3
Millennium Management
Millennium Management
New York
$174M
4
Capital International Investors
Capital International Investors
California
$976M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$354M

Top Sellers

1
AIM
Alphinity Investment Management
Australia
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$6.02M
5
AI
Axiom Investors
Connecticut
$150K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
201
MetLife Investment Management
New Jersey
$11.7M -$214K -379 -2%
Fayez Sarofim & Co
202
Fayez Sarofim & Co
Texas
$11.6M – – –
TG
203
TCW Group
California
$11.4M +$729K +1,288 +7%
NB
204
Norinchukin Bank
Japan
$11.4M -$9.73M -17,200 -46%
RC
205
RBF Capital
California
$11.3M – – –
Empower Advisory Group
206
Empower Advisory Group
Colorado
$11.3M -$190K -336 -2%
UCFA
207
United Capital Financial Advisors
Texas
$11.2M +$2.3M +4,074 +26%
AB
208
Amalgamated Bank
New York
$11.1M -$714K -1,263 -6%
Stifel Financial
209
Stifel Financial
Missouri
$10.9M +$2.75M +4,855 +34%
BMSSC
210
B. Metzler seel. Sohn & Co
Germany
$10.7M +$335K +593 +3%
ACM
211
Aquatic Capital Management
Illinois
$10.6M +$10.6M +18,800 New
CB
212
Commerce Bank
Missouri
$10.4M +$59.4K +105 +0.6%
PP
213
Prudential plc
United Kingdom
$10.4M +$1.94M +3,436 +23%
CWM
214
CIBC World Markets
New York
$10.4M +$3.19M +5,641 +44%
MFAM
215
Motley Fool Asset Management
Virginia
$10.4M -$158K -279 -2%
WPI
216
Walter Public Investments
Canada
$10.3M – – –
TPSF
217
Texas Permanent School Fund
Texas
$10.2M +$24.9K +44 +0.2%
MGWM
218
Marks Group Wealth Management
Minnesota
$10.1M +$316K +558 +3%
Handelsbanken Fonder
219
Handelsbanken Fonder
Sweden
$10M -$1.52M -2,682 -13%
ProShare Advisors
220
ProShare Advisors
Maryland
$9.89M -$614K -1,085 -6%
FHA
221
First Horizon Advisors
Tennessee
$9.88M -$28.8K -51 -0.3%
Retirement Systems of Alabama
222
Retirement Systems of Alabama
Alabama
$9.86M -$256K -452 -3%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.8M +$802K +1,418 +9%
FAM
224
Fred Alger Management
New York
$9.61M -$3.08M -5,449 -24%
PIM
225
Progressive Investment Management
Oregon
$9.59M -$24.3K -43 -0.3%
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9
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