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Morgan Stanley

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.06%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
351
William Blair & Company
Illinois
$4.7M +$396K +8,190 +9%
PSUF
352
People's United Financial
Connecticut
$4.65M -$1.11M -22,923 -19%
DY
353
Dowling & Yahnke
California
$4.64M -$30.8K -637 -0.7%
BBVA
354
Banco Bilbao Vizcaya Argentaria
Spain
$4.63M -$3.41M -70,584 -42%
PP
355
Paloma Partners
Connecticut
$4.54M -$6.83M -141,212 -60%
TCM
356
Twin Capital Management
Pennsylvania
$4.52M -$66K -1,364 -1%
FCBT
357
First Citizens Bank & Trust
North Carolina
$4.47M -$650K -13,441 -13%
ACM
358
AlphaCrest Capital Management
New York
$4.45M +$3.81M +78,746 +590%
JWM
359
Jupiter Wealth Management
Colorado
$4.39M -$1.65M -34,076 -27%
AAIM
360
American Assets Investment Management
California
$4.35M +$484K +10,000 +13%
SAM
361
Shell Asset Management
Netherlands
$4.34M -$13.6K -281 -0.3%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$4.32M +$703K +14,540 +19%
NAM
363
NorthCoast Asset Management
Connecticut
$4.31M +$199K +4,101 +5%
MFS
364
Mirabella Financial Services
United Kingdom
$4.29M -$6.06M -51,369 -59%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$4.25M
SCM
366
Shelton Capital Management
Colorado
$4.23M +$3.18M +65,800 +304%
Macquarie Group
367
Macquarie Group
Australia
$4.17M +$1.85M +38,227 +80%
PHK
368
Point72 Hong Kong
Hong Kong
$4.16M +$3.54M +73,126 +570%
MIG
369
McGuire Investment Group
Rhode Island
$4.13M +$6K +124 +0.1%
AIC
370
Argus Investors Counsel
New York
$4.09M +$242K +5,000 +6%
YIA
371
YHB Investment Advisors
Connecticut
$4.05M +$2.38M +49,146 +142%
JWBC
372
J.W. Burns & Co
New York
$4.04M +$223K +4,610 +6%
WIA
373
Westbourne Investment Advisors
Maryland
$4M -$138K -2,845 -3%
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$3.98M +$7.66K +162 +0.2%
EP
375
Edgestream Partners
New Jersey
$3.95M +$3.95M +81,703 New