MSCI
MSCI
808 hedge funds and large institutions have $45.1B invested in MSCI in 2021 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 281 increasing their positions, 303 reducing their positions, and 40 closing their positions.
158% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 40
29% more funds holding in top 10
Funds holding in top 10: 17 → 22 (+5)
13% more capital invested
Capital invested by funds: $39.9B → $45.1B (+$5.21B)
7% more funds holding
Funds holding: 756 → 808 (+52)
0.85% less ownership
Funds ownership: 90.76% → 89.92% (-0.85%)
7% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 303
51% less call options, than puts
Call options by funds: $154M | Put options by funds: $316M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$83.7M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$75.9M |
| 3 |
Morgan Stanley
New York
|
+$72.9M |
| 4 |
Barclays
London,
United Kingdom
|
+$67.1M |
| 5 |
Goldman Sachs
New York
|
+$66.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$104M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$102M |
| 3 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$94.1M |
| 4 |
Janus Henderson Group
London,
|
-$73.7M |
| 5 |
Korea Investment Corp
Seoul,
South Korea
|
-$73.1M |
MSCI Hedge Fund Activity: Q3 2021 in Review
808 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2021, worth a combined $45.1B — up 13% from $39.9B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new MSCI positions and 40 closed out — a net gain of 63 holders — while 281 added to existing stakes and 303 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $83.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $104M.
- 808 institutional investors held MSCI (MSCI) as of Q3 2021, up from 756 in Q2 2021.
- Funds reported $45.1B of MSCI stock for Q3 2021, up 13% quarter-over-quarter.
- 103 funds opened new MSCI positions in Q3 2021 and 40 closed out, a net change of +63 holders.
- The largest MSCI buyer in Q3 2021 was Citadel Advisors, an estimated $83.7M added.
- The largest MSCI seller in Q3 2021 was T. Rowe Price Associates, an estimated $104M sold.
Based on aggregated 13F filings for Q3 2021.