MSCI
MSCI
919 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, 365 increasing their positions, 315 reducing their positions, and 56 closing their positions.
96% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 56
16% more repeat investments, than reductions
Existing positions increased: 365 | Existing positions reduced: 315
15% more call options, than puts
Call options by funds: $98.2M | Put options by funds: $85.6M
5% more funds holding
Funds holding: 876 → 919 (+43)
2% less capital invested
Capital invested by funds: $40.9B → $40.1B (-$848M)
1.03% less ownership
Funds ownership: 91.6% → 90.57% (-1%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AKO Capital
London,
United Kingdom
|
+$197M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$189M |
| 3 |
BlackRock
New York
|
+$142M |
| 4 |
Man Group
London,
United Kingdom
|
+$120M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$115M |
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 |
JP Morgan Chase
New York
|
-$172M |
MSCI Hedge Fund Activity: Q1 2024 in Review
919 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2024, worth a combined $40.1B — down 2.1% from $40.9B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new MSCI positions and 56 closed out — a net gain of 54 holders — while 365 added to existing stakes and 315 trimmed.
The largest buyer was AKO Capital, adding an estimated $197M. The largest seller was Wellington Management Group, cutting an estimated $417M.
- 919 institutional investors held MSCI (MSCI) as of Q1 2024, up from 876 in Q4 2023.
- Funds reported $40.1B of MSCI stock for Q1 2024, down 2.1% 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 AKO Capital, an estimated $197M added.
- The largest MSCI seller in Q1 2024 was Wellington Management Group, an estimated $417M sold.
Based on aggregated 13F filings for Q1 2024.