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818 hedge funds and large institutions have $40.8B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 303 increasing their positions, 303 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $123M | Put options by funds: $76.3M

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

22% more capital invested

Capital invested by funds: $33.5B → $40.8B (+$7.31B)

2% more funds holding

Funds holding: 801818 (+17)

0.86% more ownership

Funds ownership: 90.22%91.08% (+0.86%)

0% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 303

Holders
818
Holders Change
+17
Holders Change %
+2.12%
% of All Funds
13.04%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
303
Reduced
303
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.89B +$25.9M +49,007 +0.6%
BlackRock
2
BlackRock
New York
$3.79B +$103M +194,995 +3%
State Street
3
State Street
Massachusetts
$1.76B -$85.5M -161,580 -5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.73B +$14.8M +28,044 +0.9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.46B +$121M +227,932 +10%
BAMCO Inc
6
BAMCO Inc
New York
$1.22B -$683K -1,291 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.19B -$31.1M -58,700 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.01B +$106M +199,854 +12%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$930M -$74.2M -140,223 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$915M +$18.9M +35,746 +2%
Capital International Investors
11
Capital International Investors
California
$791M -$1.72M -3,253 -0.2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$746M -$450M -849,965 -39%
JP Morgan Chase
13
JP Morgan Chase
New York
$717M +$165M +311,370 +32%
DCP
14
Durable Capital Partners
Maryland
$689M -$74.8M -141,485 -10%
SGA
15
Sustainable Growth Advisers
Connecticut
$669M -$29.1M -54,992 -4%
American Century Companies
16
American Century Companies
Missouri
$646M -$55.8M -105,469 -8%
Franklin Resources
17
Franklin Resources
California
$584M -$17.3M -32,633 -3%
Brown Advisory
18
Brown Advisory
Maryland
$513M +$11.6M +21,928 +2%
Capital World Investors
19
Capital World Investors
California
$497M +$235M +444,622 +100%
Norges Bank
20
Norges Bank
Norway
$462M +$6.88M +13,011 +2%
WCM Investment Management
21
WCM Investment Management
California
$435M -$20.4M -38,603 -5%
Bank of America
22
Bank of America
North Carolina
$431M +$4.12M +7,787 +1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$411M +$104M +196,559 +37%
Morgan Stanley
24
Morgan Stanley
New York
$406M -$8.01M -15,133 -2%
Northern Trust
25
Northern Trust
Illinois
$403M -$633K -1,197 -0.2%

MSCI Hedge Fund Activity: Q1 2023 in Review

818 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2023, worth a combined $40.8B — up 22% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new MSCI positions and 76 closed out — a net gain of 34 holders — while 303 added to existing stakes and 303 trimmed.

The largest buyer was Amundi, adding an estimated $272M. The largest seller was T. Rowe Price Associates, cutting an estimated $450M.

  • 818 institutional investors held MSCI (MSCI) as of Q1 2023, up from 801 in Q4 2022.
  • Funds reported $40.8B of MSCI stock for Q1 2023, up 22% quarter-over-quarter.
  • 110 funds opened new MSCI positions in Q1 2023 and 76 closed out, a net change of +34 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.