MSCI
MSCI
879 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 321 increasing their positions, 338 reducing their positions, and 56 closing their positions.
107% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 56
11% more capital invested
Capital invested by funds: $36.7B → $40.7B (+$4.06B)
6% more funds holding
Funds holding: 830 → 879 (+49)
9% more call options, than puts
Call options by funds: $222M | Put options by funds: $204M
0.8% more ownership
Funds ownership: 90.34% → 91.13% (+0.8%)
5% less repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 338
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$270M |
| 2 |
Neuberger Berman Group
New York
|
+$194M |
| 3 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
+$126M |
| 4 |
Millennium Management
New York
|
+$90.9M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
-$221M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$192M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$98.4M |
| 4 |
Janus Henderson Group
London,
|
-$89.7M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$86.4M |
MSCI Hedge Fund Activity: Q4 2023 in Review
879 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2023, worth a combined $40.7B — up 11% from $36.7B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new MSCI positions and 56 closed out — a net gain of 60 holders — while 321 added to existing stakes and 338 trimmed.
The largest buyer was Impax Asset Management Group, adding an estimated $270M. The largest seller was Alphinity Investment Management, exiting entirely with an estimated $221M sold.
- 879 institutional investors held MSCI (MSCI) as of Q4 2023, up from 830 in Q3 2023.
- Funds reported $40.7B of MSCI stock for Q4 2023, up 11% quarter-over-quarter.
- 116 funds opened new MSCI positions in Q4 2023 and 56 closed out, a net change of +60 holders.
- The largest MSCI buyer in Q4 2023 was Impax Asset Management Group, an estimated $270M added.
- The largest MSCI seller in Q4 2023 was Alphinity Investment Management, an estimated $221M sold.
Based on aggregated 13F filings for Q4 2023.