MSCI
MSCI
1,071 hedge funds and large institutions have $42.6B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 406 increasing their positions, 356 reducing their positions, and 77 closing their positions.
116% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 77
41% more capital inflows, than outflows
Capital inflows: $4.17B | Capital outflows: $2.97B
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
14% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 356
7% more funds holding
Funds holding: 998 → 1,071 (+73)
2.4% more ownership
Funds ownership: 88.7% → 91.11% (+2.4%)
43% less call options, than puts
Call options by funds: $98.3M | Put options by funds: $172M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
|
+$354M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$350M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$245M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$191M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$433M |
| 2 |
BlackRock
New York
|
-$215M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$213M |
| 4 |
Millennium Management
New York
|
-$149M |
| 5 |
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$123M |
MSCI Hedge Fund Activity: Q4 2024 in Review
1,071 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2024, worth a combined $42.6B — up 4.7% from $40.7B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new MSCI positions and 77 closed out — a net gain of 89 holders — while 406 added to existing stakes and 356 trimmed.
The largest buyer was Evergreen Quality Fund, opening a new position worth an estimated $354M. The largest seller was Capital International Investors, cutting an estimated $433M.
- 1,071 institutional investors held MSCI (MSCI) as of Q4 2024, up from 998 in Q3 2024.
- Funds reported $42.6B of MSCI stock for Q4 2024, up 4.7% quarter-over-quarter.
- 166 funds opened new MSCI positions in Q4 2024 and 77 closed out, a net change of +89 holders.
- The largest MSCI buyer in Q4 2024 was Evergreen Quality Fund, an estimated $354M added.
- The largest MSCI seller in Q4 2024 was Capital International Investors, an estimated $433M sold.
Based on aggregated 13F filings for Q4 2024.