MSCI
MSCI
745 hedge funds and large institutions have $29.8B invested in MSCI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 259 increasing their positions, 319 reducing their positions, and 127 closing their positions.
14% more call options, than puts
Call options by funds: $103M | Put options by funds: $90.7M
0.4% less ownership
Funds ownership: 89.45% → 89.05% (-0.4%)
9% less funds holding
Funds holding: 819 → 745 (-74)
19% less capital invested
Capital invested by funds: $36.6B → $29.8B (-$6.78B)
19% less repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 319
44% less funds holding in top 10
Funds holding in top 10: 18 → 10 (-8)
46% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$835M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$443M |
| 3 |
Morgan Stanley
New York
|
+$147M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$130M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$431M |
| 2 |
State Street
Boston,
Massachusetts
|
-$131M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$113M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$113M |
| 5 |
BlackRock
New York
|
-$96M |
MSCI Hedge Fund Activity: Q2 2022 in Review
745 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2022, worth a combined $29.8B — down 19% from $36.6B a quarter earlier.
Sellers outnumbered buyers: 127 funds closed out of MSCI and 69 opened new positions — a net loss of 58 holders — while 319 trimmed existing stakes and 259 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $835M. The largest seller was Polen Capital Management, exiting entirely with an estimated $431M sold.
- 745 institutional investors held MSCI (MSCI) as of Q2 2022, down from 819 in Q1 2022.
- Funds reported $29.8B of MSCI stock for Q2 2022, down 19% quarter-over-quarter.
- 69 funds opened new MSCI positions in Q2 2022 and 127 closed out, a net change of -58 holders.
- The largest MSCI buyer in Q2 2022 was T. Rowe Price Associates, an estimated $835M added.
- The largest MSCI seller in Q2 2022 was Polen Capital Management, an estimated $431M sold.
Based on aggregated 13F filings for Q2 2022.