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CAF

Morgan Stanley China A Share Fund

50 hedge funds and large institutions have $197M invested in Morgan Stanley China A Share Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

13% more capital invested

Capital invested by funds: $174M → $197M (+$23.3M)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0.15% more ownership

Funds ownership: 46.69%46.84% (+0.15%)

9% less funds holding

Funds holding: 5550 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
9
Increased
11
Reduced
10
Closed
13
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$279K +$14.8K +814 +6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$247K -$542K -29,745 -70%
CCP
28
Cardan Capital Partners
Colorado
$238K +$226K +12,384 New
Stifel Financial
29
Stifel Financial
Missouri
$228K +$217K +11,896 New
WAM
30
Wolverine Asset Management
Illinois
$164K +$156K +8,584 New
WT
31
Whittier Trust
California
$96K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$58K
Creative Planning
33
Creative Planning
Kansas
$45K +$10.5K +575 +32%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$40K -$1.82K -100 -5%
Barclays
35
Barclays
United Kingdom
$35K
Simplex Trading
36
Simplex Trading
Illinois
$31K +$30.3K +1,664 New
CG
37
Cutler Group
California
$30K +$14K +769 +96%
AG
38
Advisor Group
Arizona
$26K
Citigroup
39
Citigroup
New York
$25K -$3.65K -200 -14%
SQA
40
Simon Quick Advisors
New Jersey
$22K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$19K
IWM
42
IHT Wealth Management
Illinois
$19K
JC
43
JBF Capital
Colorado
$19K +$18.2K +1,000 New
IA
44
IFP Advisors
Florida
$16K
GWM
45
Geneos Wealth Management
Colorado
$9K -$4.38K -240 -32%
CAM
46
Close Asset Management
United Kingdom
$9K +$8.57K +470 New
SA
47
SRH Advisors
Kansas
$7K
NFG
48
Next Financial Group
Texas
$6K
ASN
49
Advisory Services Network
Georgia
$2K +$1.82K +100 New
GPC
50
Glacier Peak Capital
Washington
-$1.56M -91,975 Closed