MSCI
MSCI
756 hedge funds and large institutions have $39.9B invested in MSCI in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 294 increasing their positions, 276 reducing their positions, and 50 closing their positions.
70% more funds holding in top 10
Funds holding in top 10: 10 → 17 (+7)
56% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 50
26% more capital invested
Capital invested by funds: $31.6B → $39.9B (+$8.33B)
3% more funds holding
Funds holding: 736 → 756 (+20)
7% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 276
0.2% less ownership
Funds ownership: 90.97% → 90.76% (-0.2%)
41% less call options, than puts
Call options by funds: $82.8M | Put options by funds: $141M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$289M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$70.6M |
| 3 |
Bank of New York Mellon
New York
|
+$63.7M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$59.1M |
| 5 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$247M |
| 2 |
BlackRock
New York
|
-$170M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$85.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$64.9M |
| 5 |
N
Natixis
Paris,
France
|
-$59.9M |
MSCI Hedge Fund Activity: Q2 2021 in Review
756 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2021, worth a combined $39.9B — up 26% from $31.6B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new MSCI positions and 50 closed out — a net gain of 28 holders — while 294 added to existing stakes and 276 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $289M. The largest seller was T. Rowe Price Associates, cutting an estimated $247M.
- 756 institutional investors held MSCI (MSCI) as of Q2 2021, up from 736 in Q1 2021.
- Funds reported $39.9B of MSCI stock for Q2 2021, up 26% quarter-over-quarter.
- 78 funds opened new MSCI positions in Q2 2021 and 50 closed out, a net change of +28 holders.
- The largest MSCI buyer in Q2 2021 was Wellington Management Group, an estimated $289M added.
- The largest MSCI seller in Q2 2021 was T. Rowe Price Associates, an estimated $247M sold.
Based on aggregated 13F filings for Q2 2021.