MSCI
MSCI
849 hedge funds and large institutions have $45.5B invested in MSCI in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 280 reducing their positions, and 65 closing their positions.
86% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 65
21% more repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 280
5% more funds holding
Funds holding: 808 → 849 (+41)
1% more capital invested
Capital invested by funds: $45.1B → $45.5B (+$455M)
0.3% more ownership
Funds ownership: 89.92% → 90.22% (+0.3%)
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
23% less call options, than puts
Call options by funds: $140M | Put options by funds: $182M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$368M |
| 2 |
BlackRock
New York
|
+$226M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$50.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$48.8M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$46.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$532M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$137M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$96.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$69.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$58M |
MSCI Hedge Fund Activity: Q4 2021 in Review
849 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $45.5B — up 1% from $45.1B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new MSCI positions and 65 closed out — a net gain of 56 holders — while 339 added to existing stakes and 280 trimmed.
The largest buyer was DZ Bank, adding an estimated $368M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.
- 849 institutional investors held MSCI (MSCI) as of Q4 2021, up from 808 in Q3 2021.
- Funds reported $45.5B of MSCI stock for Q4 2021, up 1% quarter-over-quarter.
- 121 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +56 holders.
- The largest MSCI buyer in Q4 2021 was DZ Bank, an estimated $368M added.
- The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.
Based on aggregated 13F filings for Q4 2021.