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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 %
CII
451
Capital International Inc
California
$2.48M +$282K +5,836 +13%
PP
452
Patten & Patten
Tennessee
$2.43M -$96.7K -2,000 -4%
FA
453
FDx Advisors
Illinois
$2.43M -$277K -5,724 -10%
QT
454
Quantbot Technologies
New York
$2.42M +$2.42M +50,150 New
EIM
455
Essex Investment Management
Massachusetts
$2.42M
Wolverine Trading
456
Wolverine Trading
Illinois
$2.4M +$1.92M +40,575 +393%
Federated Hermes
457
Federated Hermes
Pennsylvania
$2.38M -$275K -5,683 -10%
P
458
Pitcairn
Pennsylvania
$2.35M +$395K +8,173 +20%
EAM
459
Erste Asset Management
Austria
$2.35M +$603K +12,760 +34%
LFAS
460
Level Four Advisory Services
Texas
$2.35M -$234K -4,841 -9%
SW
461
SkyOak Wealth
Michigan
$2.31M +$2.31M +47,787 New
SI
462
Stephens Inc
Arkansas
$2.29M -$159K -3,281 -6%
MC
463
MRJ Capital
New York
$2.28M
Brown Advisory
464
Brown Advisory
Maryland
$2.23M -$38.3K -791 -2%
AP
465
Advisor Partners
California
$2.23M +$18.4K +381 +0.8%
MML Investors Services
466
MML Investors Services
Massachusetts
$2.22M -$5.46K -113 -0.2%
Lazard Asset Management
467
Lazard Asset Management
New York
$2.22M +$928K +19,194 +72%
HI
468
Horizon Investments
North Carolina
$2.21M +$1.22M +25,401 +124%
APF
469
Alaska Permanent Fund
Alaska
$2.17M +$1.13M +23,430 +109%
BFPW
470
BOK Financial Private Wealth
Colorado
$2.16M -$121K -2,499 -5%
NO
471
Ninety One
South Africa
$2.16M +$628K +13,011 +41%
JIC
472
Joel Isaacson & Co
New York
$2.14M +$1.26K +26 +0.1%
BCI
473
Brinker Capital Investments
Pennsylvania
$2.14M +$2.14M +44,194 New
LIA
474
LS Investment Advisors
Michigan
$2.13M +$38.3K +793 +2%
BBI
475
Baxter Bros Inc
Connecticut
$2.11M -$15.5K -320 -0.7%