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Morningstar

323 hedge funds and large institutions have $6.17B invested in Morningstar in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
69
Increased
101
Reduced
94
Closed
37
Calls
$12.2M
Puts
$17.5M
Net Calls
-$5.34M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
251
Dundas Partners
United Kingdom
$140K +$58.8K +251 +72%
CFB
252
Cullen/Frost Bankers
Texas
$135K
CCA
253
Column Capital Advisors
Indiana
$133K -$6.56K -28 -5%
TRCT
254
Tower Research Capital (TRC)
New York
$122K +$7.96K +34 +7%
KBC Group
255
KBC Group
Belgium
$111K +$111K +476 New
QCG
256
Quadrant Capital Group
Ohio
$102K +$28.6K +122 +39%
S
257
SignatureFD
Georgia
$91.8K +$4.69K +20 +5%
BF
258
BOK Financial
Oklahoma
$82.3K
UB
259
UMB Bank
Missouri
$79.6K
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$67K +$20.1K +85 +43%
WT
261
Whittier Trust
California
$56.4K
HIA
262
Harbor Investment Advisory
Maryland
$52K +$52K +222 New
ETC
263
Exchange Traded Concepts
Oklahoma
$48K +$48K +205 New
VCM
264
Versant Capital Management
Arizona
$47.6K
IAS
265
IMA Advisory Services
Colorado
$46.8K
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$45.4K +$16.2K +69 +55%
HFM
267
Harvest Fund Management
China
$42K +$42K +178 New
FHA
268
First Horizon Advisors
Tennessee
$40.4K -$235 -1 -0.6%
QC
269
Quent Capital
New York
$33K
CTC
270
Central Trust Company
Missouri
$30.5K
QL
271
Quarry LP
New York
$30K +$30K +128 New
BBHC
272
Brown Brothers Harriman & Co
New York
$29.3K
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$29.3K
PFP
274
Pinnacle Financial Partners
Tennessee
$28.1K
SPIA
275
Steward Partners Investment Advisory
New York
$25.5K