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CAF

Morgan Stanley China A Share Fund

42 hedge funds and large institutions have $258M invested in Morgan Stanley China A Share Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $227M → $258M (+$30.6M)

3.02% more ownership

Funds ownership: 57.36%60.38% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

11% less funds holding

Funds holding: 4742 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
12
Reduced
13
Closed
9
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$218K -$124K -6,625 -37%
MM
27
Main Management
California
$98K
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$64K +$4.77K +255 +9%
Barclays
29
Barclays
United Kingdom
$43K
Osaic Holdings
30
Osaic Holdings
Arizona
$42K -$22.2K -1,185 -35%
PAG
31
Private Advisor Group
New Jersey
$29K +$27.6K +1,474 New
JP Morgan Chase
32
JP Morgan Chase
New York
$26K
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$15K
GWM
34
Geneos Wealth Management
Colorado
$9K
BWA
35
BDO Wealth Advisors
Florida
$8K
QCMC
36
Quantum Capital Management (California)
California
$5K
SPIA
37
Steward Partners Investment Advisory
New York
$5K
TFA
38
Toth Financial Advisory
Virginia
$2K +$1.87K +100 New
Citigroup
39
Citigroup
New York
$2K +$1.91K +102 New
APA
40
American Portfolios Advisors
New York
$1.95K
TC
41
Truvestments Capital
Florida
$1K
LJAC
42
L.J. Altfest & Co
New York
-$778K -42,929 Closed
Stifel Financial
43
Stifel Financial
Missouri
-$531K -29,173 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$364K -20,115 Closed
DC
45
Davenport & Co
Virginia
-$307K -16,950 Closed
WT
46
Whittier Trust
California
-$91K -5,000 Closed
ASN
47
Advisory Services Network
Georgia
-$26K -1,448 Closed
Simplex Trading
48
Simplex Trading
Illinois
-$2.13K -114 Closed