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Morgan Stanley

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
526
First Horizon Advisors
Tennessee
$1.24M +$50K +1,036 +4%
DADC
527
D.A. Davidson & Co
Montana
$1.24M +$76.6K +1,586 +7%
VI
528
Vestcor Inc
New Brunswick, Canada
$1.24M +$33.7K +697 +3%
OTPPB
529
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.23M -$801K -16,583 -39%
Cerity Partners
530
Cerity Partners
New York
$1.23M -$30.9K -640 -2%
MMA
531
Miracle Mile Advisors
California
$1.23M +$1.23M +25,504 New
SF
532
Synovus Financial
Georgia
$1.22M -$449K -9,293 -27%
CIS
533
Connors Investor Services
Pennsylvania
$1.21M -$33.8K -700 -3%
Koshinski Asset Management
534
Koshinski Asset Management
Illinois
$1.21M +$58.7K +1,215 +5%
Acadian Asset Management
535
Acadian Asset Management
Massachusetts
$1.2M -$374K -7,734 -24%
PA
536
Parallel Advisors
California
$1.2M +$158K +3,275 +15%
SC
537
SouthState Corp
Florida
$1.19M -$22.2K -464 -2%
CC
538
Courier Capital
New York
$1.17M -$43K -900 -4%
MOS
539
MGO One Seven
Ohio
$1.17M +$848K +17,544 +264%
CG
540
Cutler Group
California
$1.16M +$714K +14,781 +159%
CICI
541
Capital Investment Counsel Inc
North Carolina
$1.16M -$7.97K -165 -0.7%
IWA
542
IBEX Wealth Advisors
New Jersey
$1.14M +$1.14M +23,630 New
PMA
543
Prudent Man Advisors
Illinois
$1.14M +$1.14M +23,573 New
AssetMark Inc
544
AssetMark Inc
California
$1.13M -$498K -10,306 -31%
HWA
545
HCR Wealth Advisors
California
$1.13M -$48.8K -1,023 -4%
DAM
546
Deltec Asset Management
New York
$1.11M -$145K -3,000 -12%
ANRIA
547
American National Registered Investment Advisor
Texas
$1.11M
NEI
548
Northwest & Ethical Investments
Ontario, Canada
$1.11M -$1.17M -24,270 -51%
RJT
549
Raymond James Trust
Florida
$1.1M +$204K +4,226 +23%
TC
550
TownSquare Capital
Utah
$1.1M +$203K +4,035 +23%