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CAF

Morgan Stanley China A Share Fund
CAF

41 hedge funds and large institutions have $219M invested in Morgan Stanley China A Share Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.02% more ownership

Funds ownership: 45.93% → 48.95% (+3%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more capital invested

Capital invested by funds: $219M → $219M (+$643K)

13% less funds holding

Funds holding: 47 → 41 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $391K

Holders
41
Holders Change
-6
Holders Change %
-12.77%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
12
Closed
9
Calls
–
Puts
$391K
Net Calls
-$391K
Net Calls Change
-$391K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$13.5M
2
COLIM
City of London Investment Management
United Kingdom
+$11.9M
3
Bank of America
Bank of America
North Carolina
+$2.67M
4
WAM
Wolverine Asset Management
Illinois
+$509K
5
Wolverine Trading
Wolverine Trading
Illinois
+$250K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.99M
2
BCI
Brinker Capital Investments
Pennsylvania
-$3.03M
3
GIM
Guild Investment Management
California
-$1.3M
4
LJAC
L.J. Altfest & Co
New York
-$647K
5
UBS Group
UBS Group
Switzerland
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$52K -$1.93K -91 -3%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$46.5K – – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$45K -$21.6K -1,020 -32%
Barclays
29
Barclays
United Kingdom
$37K – – –
ASN
30
Advisory Services Network
Georgia
$31K – – –
AG
31
Advisor Group
Arizona
$28K +$4.06K +192 +16%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$23K -$10.6K -500 -31%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$14K – – –
GWM
34
Geneos Wealth Management
Colorado
$10K – – –
QCIG
35
Quad-Cities Investment Group
Iowa
$9K -$48.7K -2,301 -84%
BWA
36
BDO Wealth Advisors
Florida
$8K – – –
CG
37
Cutler Group
California
$8K +$4.23K +200 +100%
QCMC
38
Quantum Capital Management (California)
California
$5K +$5.63K +266 New
APA
39
American Portfolios Advisors
New York
$2.05K – – –
TC
40
Truvestments Capital
Florida
$2K – – –
BCI
41
Brinker Capital Investments
Pennsylvania
– -$3.03M -139,520 Closed
GIM
42
Guild Investment Management
California
– -$1.3M -60,009 Closed
LJAC
43
L.J. Altfest & Co
New York
– -$647K -29,767 Closed
Geode Capital Management
44
Geode Capital Management
Massachusetts
– -$401K -18,471 Closed
CL
45
CSS LLC
Illinois
– -$356K -16,369 Closed
Millennium Management
46
Millennium Management
New York
– -$250K -11,520 Closed
SPC
47
Sigma Planning Corp
Michigan
– -$214K -9,861 Closed
Citigroup
48
Citigroup
New York
– -$2K -102 Closed
VNA
49
Valley National Advisers
Pennsylvania
– -$1K -50 Closed
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