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801 hedge funds and large institutions have $33.5B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 278 increasing their positions, 287 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 48

11% more capital invested

Capital invested by funds: $30.3B → $33.5B (+$3.19B)

8% more funds holding

Funds holding: 740801 (+61)

0.89% more ownership

Funds ownership: 89.33%90.22% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

3% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 287

49% less call options, than puts

Call options by funds: $42.9M | Put options by funds: $84.3M

Holders
801
Holders Change
+61
Holders Change %
+8.24%
% of All Funds
12.88%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
128
Increased
278
Reduced
287
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.04B +$29.3M +62,901 +0.7%
BlackRock
2
BlackRock
New York
$3.06B -$72.5M -155,870 -2%
State Street
3
State Street
Massachusetts
$1.54B -$10.3M -22,072 -0.7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.43B -$8.94M -19,208 -0.6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.11B +$414M +890,554 +60%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.02B -$120M -258,214 -11%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.02B +$218M +467,592 +27%
BAMCO Inc
8
BAMCO Inc
New York
$1.01B -$3.89M -8,354 -0.4%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$839M -$59.9M -128,682 -7%
Capital Research Global Investors
10
Capital Research Global Investors
California
$745M -$32.4M -69,583 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$744M +$13.8M +29,646 +2%
Capital International Investors
12
Capital International Investors
California
$660M +$14M +30,169 +2%
DCP
13
Durable Capital Partners
Maryland
$638M -$118M -252,559 -16%
American Century Companies
14
American Century Companies
Missouri
$586M +$1.62M +3,492 +0.3%
SGA
15
Sustainable Growth Advisers
Connecticut
$582M -$14.4M -30,897 -2%
Franklin Resources
16
Franklin Resources
California
$501M -$7.14M -15,354 -1%
JP Morgan Chase
17
JP Morgan Chase
New York
$451M +$52.7M +113,297 +13%
Brown Advisory
18
Brown Advisory
Maryland
$416M -$41M -88,218 -9%
WCM Investment Management
19
WCM Investment Management
California
$379M +$17.1M +36,799 +5%
Norges Bank
20
Norges Bank
Norway
$378M +$20.8M +44,638 +6%
Bank of America
21
Bank of America
North Carolina
$354M -$12.2M -26,160 -3%
Morgan Stanley
22
Morgan Stanley
New York
$345M +$36M +77,468 +12%
Northern Trust
23
Northern Trust
Illinois
$336M -$1.15M -2,461 -0.3%
Ameriprise
24
Ameriprise
Minnesota
$332M -$120M -258,732 -27%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$286M -$264K -567 -0.1%

MSCI Hedge Fund Activity: Q4 2022 in Review

801 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2022, worth a combined $33.5B — up 11% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MSCI positions and 48 closed out — a net gain of 80 holders — while 278 added to existing stakes and 287 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $414M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $402M.

  • 801 institutional investors held MSCI (MSCI) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $33.5B of MSCI stock for Q4 2022, up 11% quarter-over-quarter.
  • 128 funds opened new MSCI positions in Q4 2022 and 48 closed out, a net change of +80 holders.
  • The largest MSCI buyer in Q4 2022 was AllianceBernstein, an estimated $414M added.
  • The largest MSCI seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $402M sold.

Based on aggregated 13F filings for Q4 2022.