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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 %
Creative Planning
401
Creative Planning
Kansas
$3.34M +$572K +11,839 +21%
SFM
402
Signet Financial Management
New Jersey
$3.33M -$234K -4,556 -7%
FHB
403
First Hawaiian Bank
Hawaii
$3.29M +$17.6K +363 +0.5%
UB
404
UMB Bank
Missouri
$3.27M
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$3.18M
TPCW
406
TD Private Client Wealth
New York
$3.18M -$332K -6,875 -9%
IA
407
Icon Advisers
Colorado
$3.17M
RG
408
Rathbones Group
United Kingdom
$3.12M +$305K +6,300 +11%
CIC
409
Chase Investment Counsel
Virginia
$3.09M +$937K +19,386 +43%
AB
410
Amalgamated Bank
New York
$3.08M -$66.6K -1,377 -2%
AIA
411
Affinity Investment Advisors
California
$3.08M +$130K +2,683 +4%
AssetMark Inc
412
AssetMark Inc
California
$3.08M +$1.95M +40,250 +171%
FT
413
Fiduciary Trust
Massachusetts
$3.07M -$6.87K -142 -0.2%
MGM
414
Miura Global Management
New York
$3.04M -$1.99M -41,100 -40%
GCA
415
Greenwood Capital Associates
South Carolina
$3M +$3M +62,002 New
AIP
416
Ameritas Investment Partners
Nebraska
$2.99M +$1.19M +24,537 +66%
MHC
417
Meyer Handelman Company
New York
$2.98M
RPSA
418
Richard P. Slaughter Associates
Texas
$2.96M -$286K -5,908 -9%
LSERS
419
Louisiana State Employees Retirement System
Louisiana
$2.94M +$450K +9,300 +18%
Cambridge Investment Research Advisors
420
Cambridge Investment Research Advisors
Iowa
$2.94M -$654K -13,524 -18%
DCM
421
Dimension Capital Management
Florida
$2.92M +$20K +413 +0.7%
O
422
Ossiam
France
$2.92M -$629K -12,999 -18%
RIM
423
Regent Investment Management
Kentucky
$2.9M -$179K -3,700 -6%
Group One Trading
424
Group One Trading
Illinois
$2.88M +$2.88M +59,588 New
TSW
425
Thompson Siegel & Walmsley
Virginia
$2.87M +$2.79M +57,700 +3,606%