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Morningstar

173 hedge funds and large institutions have $1.33B invested in Morningstar in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
62
Reduced
62
Closed
21
Calls
$5K
Puts
$2K
Net Calls
+$3K
Net Calls Change
-$462K
Name Holding Trade Value Shares
Change
Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$216K +$77.1K +947 +55%
SF
127
Synovus Financial
Georgia
$173K +$1.24K +15 +0.7%
Legal & General Group
128
Legal & General Group
United Kingdom
$162K +$4.93K +60 +3%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$148K -$70.6K -863 -32%
DADC
130
D.A. Davidson & Co
Montana
$145K +$8.26K +101 +6%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$142K -$1.65M -20,274 -92%
TG
132
TLP Group
Illinois
$139K +$139K +1,705 New
Pacer Advisors
133
Pacer Advisors
Pennsylvania
$128K +$128K +1,570 New
CIM
134
Contravisory Investment Management
Massachusetts
$126K
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$110K -$6.87K -84 -6%
First Manhattan
136
First Manhattan
New York
$103K
SG Americas Securities
137
SG Americas Securities
New York
$102K -$22.9K -281 -18%
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102K -$1.56K -19 -2%
SG
139
Societe Generale
$102K +$102K +1,252 New
Barclays
140
Barclays
United Kingdom
$98K +$50.8K +622 +108%
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$79K +$8.9K +109 +13%
MDCM
142
Morgan Dempsey Capital Management
Wisconsin
$70K
SIG
143
Stanford Investment Group
California
$65K
FQ
144
First Quadrant
California
$52K +$1.15K +14 +2%
AG
145
Advisor Group
Arizona
$43K +$43K +544 New
QT
146
Quantbot Technologies
New York
$42K +$10.8K +134 +34%
PI
147
PineBridge Investments
New York
$41K -$1.52M -18,532 -97%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$40K
AIG
149
American International Group
New York
$36.1K -$25.1K -307 -41%
KT
150
Kanaly Trust
Texas
$24K