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Morningstar

300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-17
Holders Change %
-5.36%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
111
Reduced
103
Closed
46
Calls
$934K
Puts
$2.6M
Net Calls
-$1.66M
Net Calls Change
-$408K
Name Market Value Shares Shares
Change
Shares
Change %
CCA
226
Column Capital Advisors
Indiana
$99.1K 488 +89 +22%
S
227
SignatureFD
Georgia
$95.8K 472 -94 -17%
BF
228
BOK Financial
Oklahoma
$89.9K 443 +443 New
TCPG
229
Trivant Custom Portfolio Group
California
$89.7K 442 +442 New
UB
230
UMB Bank
Missouri
$76.1K 375 -100 -21%
AIG
231
American International Group
New York
$72.9K 359 -10 -3%
QCG
232
Quadrant Capital Group
Ohio
$72.5K 357 -73 -17%
DP
233
Dundas Partners
United Kingdom
$70K 347 -162 -32%
ME
234
McIlrath & Eck
Washington
$69.8K 344
BEI
235
Benjamin Edwards Inc
Missouri
$64K 314 +191 +155%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$59K 293 +72 +33%
DFCM
237
Dark Forest Capital Management
Puerto Rico
$56K 276 +273 +9,100%
SWM
238
Spire Wealth Management
Virginia
$53.2K 262
WT
239
Whittier Trust
California
$48.9K 241 +100 +71%
CFO
240
CVA Family Office
Colorado
$46.3K 228
HFM
241
Harvest Fund Management
China
$46K 225
VCM
242
Versant Capital Management
Arizona
$41.2K 203
CFB
243
Cullen/Frost Bankers
Texas
$40.6K 200
IAS
244
IMA Advisory Services
Colorado
$40.6K 200
QC
245
Quent Capital
New York
$28.6K 141
CTC
246
Central Trust Company
Missouri
$26.4K 130
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$25.4K 125 -2 -2%
BBHC
248
Brown Brothers Harriman & Co
New York
$25.4K 125 +125 New
PFP
249
Pinnacle Financial Partners
Tennessee
$24.4K 120
SPIA
250
Steward Partners Investment Advisory
New York
$22.1K 109