MSCI
MSCI
820 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 303 increasing their positions, 302 reducing their positions, and 76 closing their positions.
60% more call options, than puts
Call options by funds: $123M | Put options by funds: $76.7M
47% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 76
44% more funds holding in top 10
Funds holding in top 10: 16 → 23 (+7)
29% more capital inflows, than outflows
Capital inflows: $2.75B | Capital outflows: $2.14B
2% more funds holding
Funds holding: 801 → 820 (+19)
1.17% more ownership
Funds ownership: 89.86% → 91.03% (+1.2%)
0% more repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 302
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
+$272M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$235M |
| 3 |
Alphinity Investment Management
Sydney,
Australia
|
+$169M |
| 4 |
JP Morgan Chase
New York
|
+$165M |
| 5 |
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$450M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$112M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$101M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$90.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$85.5M |
MSCI Hedge Fund Activity: Q1 2023 in Review
820 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2023, worth a combined $40.7B — up 22% from $33.4B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new MSCI positions and 76 closed out — a net gain of 36 holders — while 303 added to existing stakes and 302 trimmed.
The largest buyer was Amundi, adding an estimated $272M. The largest seller was T. Rowe Price Associates, cutting an estimated $450M.
- 820 institutional investors held MSCI (MSCI) as of Q1 2023, up from 801 in Q4 2022.
- Funds reported $40.7B of MSCI stock for Q1 2023, up 22% quarter-over-quarter.
- 112 funds opened new MSCI positions in Q1 2023 and 76 closed out, a net change of +36 holders.
- The largest MSCI buyer in Q1 2023 was Amundi, an estimated $272M added.
- The largest MSCI seller in Q1 2023 was T. Rowe Price Associates, an estimated $450M sold.
Based on aggregated 13F filings for Q1 2023.