MSCI
MSCI
830 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 304 increasing their positions, 314 reducing their positions, and 74 closing their positions.
32% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 74
10% more capital invested
Capital invested by funds: $33.4B → $36.7B (+$3.24B)
2% more funds holding
Funds holding: 813 → 830 (+17)
1.36% more ownership
Funds ownership: 88.98% → 90.34% (+1.4%)
8% more call options, than puts
Call options by funds: $193M | Put options by funds: $178M
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
3% less repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 314
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
+$648M |
| 2 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$177M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$150M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$124M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$107M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$105M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$96.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$93.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$80.9M |
MSCI Hedge Fund Activity: Q3 2023 in Review
830 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2023, worth a combined $36.7B — up 9.7% from $33.4B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new MSCI positions and 74 closed out — a net gain of 24 holders — while 304 added to existing stakes and 314 trimmed.
The largest buyer was Edgewood Management, opening a new position worth an estimated $648M. The largest seller was Citadel Advisors, cutting an estimated $107M.
- 830 institutional investors held MSCI (MSCI) as of Q3 2023, up from 813 in Q2 2023.
- Funds reported $36.7B of MSCI stock for Q3 2023, up 9.7% quarter-over-quarter.
- 98 funds opened new MSCI positions in Q3 2023 and 74 closed out, a net change of +24 holders.
- The largest MSCI buyer in Q3 2023 was Edgewood Management, an estimated $648M added.
- The largest MSCI seller in Q3 2023 was Citadel Advisors, an estimated $107M sold.
Based on aggregated 13F filings for Q3 2023.