MSCI
MSCI
936 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 385 increasing their positions, 301 reducing their positions, and 122 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 385 | Existing positions reduced: 301
19% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 122
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
2% more funds holding
Funds holding: 922 → 936 (+14)
0.98% less ownership
Funds ownership: 90.65% → 89.68% (-0.98%)
15% less capital invested
Capital invested by funds: $40.1B → $34.2B (-$5.89B)
61% less call options, than puts
Call options by funds: $78M | Put options by funds: $201M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$751M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$364M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$309M |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
+$157M |
| 5 |
Morgan Stanley
New York
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$831M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$283M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$252M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$224M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$172M |
MSCI Hedge Fund Activity: Q2 2024 in Review
936 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2024, worth a combined $34.2B — down 15% from $40.1B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new MSCI positions and 122 closed out — a net gain of 23 holders — while 385 added to existing stakes and 301 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $751M. The largest seller was AllianceBernstein, cutting an estimated $831M.
- 936 institutional investors held MSCI (MSCI) as of Q2 2024, up from 922 in Q1 2024.
- Funds reported $34.2B of MSCI stock for Q2 2024, down 15% quarter-over-quarter.
- 145 funds opened new MSCI positions in Q2 2024 and 122 closed out, a net change of +23 holders.
- The largest MSCI buyer in Q2 2024 was Polen Capital Management, an estimated $751M added.
- The largest MSCI seller in Q2 2024 was AllianceBernstein, an estimated $831M sold.
Based on aggregated 13F filings for Q2 2024.