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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
201
Första AP-fonden
Sweden
$11M -$695K -1,400 -6%
TAM
202
Trillium Asset Management
Massachusetts
$10.7M -$9.27M -18,679 -46%
Credit Agricole
203
Credit Agricole
France
$10.7M +$624K +1,257 +6%
CF
204
Corebridge Financial
Texas
$10.7M +$11M +22,123 New
WC
205
Westwind Capital
New Mexico
$10.6M -$10.8M -21,681 -99%
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$10.6M +$8.27M +16,663 +311%
BVDMP
207
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.5M
Fayez Sarofim & Co
208
Fayez Sarofim & Co
Texas
$10.5M +$1.09M +2,191 +11%
Handelsbanken Fonder
209
Handelsbanken Fonder
Sweden
$10.4M +$1.35M +2,722 +14%
BMSSC
210
B. Metzler seel. Sohn & Co
Germany
$10.3M +$550K +1,108 +5%
X
211
Xponance
Pennsylvania
$10.3M +$2.43M +4,890 +30%
CB
212
Commerce Bank
Missouri
$10.2M +$864K +1,742 +9%
Lazard Asset Management
213
Lazard Asset Management
New York
$9.91M +$2.29M +4,613 +29%
Fidelity International
214
Fidelity International
Bermuda
$9.88M +$10.2M +20,509 New
2
215
2Xideas
Switzerland
$9.76M +$733K +1,478 +8%
VIM
216
Vinva Investment Management
Australia
$9.69M +$901K +1,816 +10%
ACIM
217
Azimuth Capital Investment Management
Michigan
$9.65M -$4.71M -9,484 -32%
BP
218
BNP Paribas
France
$9.64M +$583K +1,174 +6%
RC
219
RBF Capital
California
$9.63M
MWM
220
Moran Wealth Management
Florida
$9.59M -$10.4M -20,871 -51%
MGWM
221
Marks Group Wealth Management
Minnesota
$9.51M +$539K +1,087 +6%
TG
222
TCW Group
California
$9.4M -$380K -766 -4%
MJRIC
223
Mogy Joel R Investment Counsel
California
$9.39M +$1.59M +3,203 +20%
MCM
224
Marsico Capital Management
Colorado
$9.36M +$579K +1,167 +6%
Empower Advisory Group
225
Empower Advisory Group
Colorado
$9.17M -$112K -226 -1%