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Morningstar
MORN

Overview Fund Activity

170 hedge funds and large institutions have $1.22B invested in Morningstar in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
61
Reduced
54
Closed
22
Calls
$1.02M
Puts
$213K
Net Calls
+$809K
Net Calls Change
+$984K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$94.1M
2
BTW
2
Boston Trust Walden
Massachusetts
$14.6M
3
JIC
3
Johnson Investment Counsel
Ohio
$10.6M
4
CCM
4
Copeland Capital Management
Pennsylvania
$9.87M
5
CIP
5
Champlain Investment Partners
Vermont
$6.97M

Top Sellers

1
ACM
1
Ashe Capital Management
New Jersey
$0
2
RA
2
Royce & Associates
New York
$57.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$818K
4
Northern Trust
4
Northern Trust
Illinois
$15.5M
5
HCM
5
Highbridge Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
151
North Star Investment Management
Illinois
$15K +$15K +200 New
TG
152
TLP Group
Illinois
$11K +$11K +149 New
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$10K +133 New
WAM
154
Wealthspire Advisors (Maryland)
Maryland
$9K -$5.4K -75 -38%
IA
155
IFP Advisors
Florida
$9K -$669 -9 -7%
Creative Planning
156
Creative Planning
Kansas
$8K +$610 +8 +8%
AIM
157
Advantage Investment Management
Iowa
$7K – – –
BIG
158
Bellwether Investment Group
Tennessee
$7K +$7K +96 New
EWM
159
Evercore Wealth Management
New York
$6K – – –
KT
160
Kanaly Trust
Texas
$6K – – –
AA
161
Apriem Advisors
California
$5K – – –
CHC
162
City Holding Co
West Virginia
$5K – – –
DSC
163
Duncker Streett & Co
Missouri
$5K – – –
BFEC
164
Benjamin F. Edwards & Company
Missouri
$3K +$667 +10 +29%
NFG
165
Next Financial Group
Texas
$2K – – –
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +29 New
CFD
167
Creative Financial Designs
Indiana
$2K +$2K +33 New
QI
168
QS Investors
New York
$1K – – –
QCG
169
Quadrant Capital Group
Ohio
$1K +$1K +14 New
QT
170
Quantbot Technologies
New York
$1K +$1K +21 New
ACM
171
Ashe Capital Management
New Jersey
– -$33.3M -419,656 Closed
HCM
172
Highbridge Capital Management
New York
– -$4.08M -51,426 Closed
AAMU
173
AEGON Asset Management (UK)
United Kingdom
– -$1.62M -20,425 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
– -$1.27M -16,000 Closed
SCA
175
Secor Capital Advisors
New York
– -$1.27M -15,969 Closed
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