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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 %
SW
551
SVB Wealth
Massachusetts
$1.3M +$243K +5,017 +23%
GAM
552
Gotham Asset Management
New York
$1.3M +$420K +8,685 +48%
DADC
553
D.A. Davidson & Co
Montana
$1.29M +$45.2K +934 +4%
PMA
554
Prudent Man Advisors
Illinois
$1.28M +$144K +2,972 +13%
BPM
555
Bowling Portfolio Management
Ohio
$1.28M -$1.19M -24,531 -48%
IG
556
ING Group
Netherlands
$1.28M +$792K +16,392 +162%
LNWWM
557
Laird Norton Wetherby Wealth Management
California
$1.28M -$15.8K -327 -1%
AIM
558
Aigen Investment Management
New York
$1.27M +$1.27M +26,314 New
QI
559
QS Investors
New York
$1.27M -$41.4K -856 -3%
CC
560
Courier Capital
New York
$1.27M
IWA
561
IBEX Wealth Advisors
New Jersey
$1.24M +$96.8K +2,002 +8%
AIM
562
AIA Investment Management
Singapore
$1.23M +$1.23M +25,500 New
HWA
563
HCR Wealth Advisors
California
$1.23M +$85.4K +1,766 +7%
FHA
564
First Horizon Advisors
Tennessee
$1.22M -$22.3K -462 -2%
VFA
565
Voya Financial Advisors
Connecticut
$1.21M -$66.9K -1,417 -5%
TAM
566
Toscafund Asset Management
United Kingdom
$1.21M -$4.72M -97,689 -80%
SM
567
Southport Management
Wyoming
$1.21M +$1.21M +25,000 New
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.21M +$1.21M +24,935 +46,176%
CCM
569
Cadence Capital Management
Massachusetts
$1.21M -$310K -6,401 -20%
PA
570
Parallel Advisors
California
$1.2M +$7.3K +151 +0.6%
VI
571
Vestcor Inc
New Brunswick, Canada
$1.2M -$37.7K -780 -3%
NERM
572
New England Research & Management
Illinois
$1.2M +$683K +14,125 +133%
SC
573
SouthState Corp
Florida
$1.19M -$16.9K -350 -1%
TRCT
574
Tower Research Capital (TRC)
New York
$1.19M +$216K +4,467 +22%
ECM
575
Everence Capital Management
Indiana
$1.18M