MSCI
MSCI
923 hedge funds and large institutions have $40.1B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 368 increasing their positions, 314 reducing their positions, and 56 closing their positions.
96% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 56
18% more call options, than puts
Call options by funds: $101M | Put options by funds: $85.6M
17% more repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 314
5% more funds holding
Funds holding: 880 → 923 (+43)
3% more capital inflows, than outflows
Capital inflows: $3.24B | Capital outflows: $3.16B
0.48% less ownership
Funds ownership: 91.13% → 90.65% (-0.48%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$322M |
| 2 |
AKO Capital
London,
United Kingdom
|
+$197M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
+$189M |
| 4 |
BlackRock
New York
|
+$142M |
| 5 |
Man Group
London,
United Kingdom
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$417M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$351M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$280M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$263M |
| 5 |
Neuberger Berman Group
New York
|
-$229M |
MSCI Hedge Fund Activity: Q1 2024 in Review
923 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2024, worth a combined $40.1B — down 1.5% from $40.7B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new MSCI positions and 56 closed out — a net gain of 54 holders — while 368 added to existing stakes and 314 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $322M. The largest seller was Wellington Management Group, cutting an estimated $417M.
- 923 institutional investors held MSCI (MSCI) as of Q1 2024, up from 880 in Q4 2023.
- Funds reported $40.1B of MSCI stock for Q1 2024, down 1.5% quarter-over-quarter.
- 110 funds opened new MSCI positions in Q1 2024 and 56 closed out, a net change of +54 holders.
- The largest MSCI buyer in Q1 2024 was Morgan Stanley, an estimated $322M added.
- The largest MSCI seller in Q1 2024 was Wellington Management Group, an estimated $417M sold.
Based on aggregated 13F filings for Q1 2024.