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Morningstar

322 hedge funds and large institutions have $5.64B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
105
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
251
Quadrant Capital Group
Ohio
$120K +$39.5K +164 +49%
S
252
SignatureFD
Georgia
$109K -$25.8K -107 -19%
ACM
253
Aquatic Capital Management
Illinois
$97K +$97K +400 New
AIG
254
American International Group
New York
$91K -$11.9K -49 -12%
CCA
255
Column Capital Advisors
Indiana
$91K +$17.6K +73 +24%
ME
256
McIlrath & Eck
Washington
$83K
SWM
257
Spire Wealth Management
Virginia
$71K
CTC
258
Central Trust Company
Missouri
$67K -$15.7K -65 -19%
IA
259
IFP Advisors
Florida
$62K
CFO
260
CVA Family Office
Colorado
$55K
HFM
261
Harvest Fund Management
China
$54K
CI Investments Inc
262
CI Investments Inc
Ontario, Canada
$52K -$28K -117 -35%
JWM
263
Janiczek Wealth Management
Colorado
$51K -$25K -98 -33%
WWM
264
Wolff Wiese Magana
California
$51K -$3.4K -14 -6%
VCM
265
Versant Capital Management
Arizona
$50K
IAS
266
IMA Advisory Services
Colorado
$48K +$48K +200 New
CCM
267
Covington Capital Management
California
$42K
ODG
268
O'Dell Group
Ohio
$40K
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$39K -$3.04K -13 -7%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$35K
QT
271
Quantbot Technologies
New York
$34K -$393K -1,655 -92%
QC
272
Quent Capital
New York
$34K
PG
273
Proffitt & Goodson
Tennessee
$33K
FHA
274
First Horizon Advisors
Tennessee
$32K +$29.4K +122 +1,109%
AS
275
Altshuler Shaham
Israel
$29K -$50K -207 -63%