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Morgan Stanley

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
526
Deltec Asset Management
New York
$884K +$102K +3,000 +13%
KJHP
527
K.J. Harrison & Partners
Ontario, Canada
$882K -$459K -13,500 -34%
NG
528
NatWest Group
United Kingdom
$882K
CIS
529
Connors Investor Services
Pennsylvania
$878K -$6.39M -188,095 -88%
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$874K +$63.3K +1,863 +8%
SC
531
SouthState Corp
Florida
$854K +$35.6K +1,056 +4%
WCA
532
Windsor Creek Advisors
Vermont
$850K -$544K -16,000 -39%
VI
533
Vestcor Inc
New Brunswick, Canada
$848K +$123K +3,603 +17%
HWA
534
HCR Wealth Advisors
California
$839K -$52.4K -1,543 -6%
FHA
535
First Horizon Advisors
Tennessee
$839K +$705K +20,762 +528%
IAA
536
Independent Advisor Alliance
North Carolina
$833K -$128K -3,769 -13%
MC
537
Miles Capital
Iowa
$833K +$4.49K +132 +0.5%
ECM
538
Everence Capital Management
Indiana
$832K
Northwestern Mutual Wealth Management
539
Northwestern Mutual Wealth Management
Wisconsin
$830K +$115K +3,387 +16%
QT
540
Quantbot Technologies
New York
$827K +$827K +24,333 New
3C
541
361 Capital
Colorado
$823K -$224K -6,583 -21%
CICI
542
Capital Investment Counsel Inc
North Carolina
$821K -$92.8K -2,729 -10%
DADC
543
D.A. Davidson & Co
Montana
$818K +$339K +9,980 +71%
Koshinski Asset Management
544
Koshinski Asset Management
Illinois
$808K +$150K +4,396 +23%
SI
545
Stephens Inc
Arkansas
$808K +$470K +13,838 +139%
BCP
546
Blue Chip Partners
Michigan
$783K +$663K +19,493 +550%
ANRIA
547
American National Registered Investment Advisor
Texas
$780K -$25.7K -755 -3%
CWM
548
Calamos Wealth Management
Illinois
$778K -$197K -5,790 -20%
CC
549
Cognios Capital
Kansas
$778K -$62.9K -1,851 -7%
CI
550
Capital International
California
$773K -$23.8K -700 -3%