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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 %
IMRF
576
Illinois Municipal Retirement Fund
Illinois
$1.18M +$307K +6,355 +35%
SF
577
Synovus Financial
Georgia
$1.17M -$38.2K -795 -3%
CICI
578
Capital Investment Counsel Inc
North Carolina
$1.15M -$11.3K -233 -1%
MOS
579
MGO One Seven
Ohio
$1.15M -$22.6K -468 -2%
Northwestern Mutual Wealth Management
580
Northwestern Mutual Wealth Management
Wisconsin
$1.14M +$45.3K +936 +4%
TYCC
581
Texas Yale Capital Corp
Florida
$1.12M +$58K +1,200 +5%
DAM
582
Deltec Asset Management
New York
$1.11M
ANRIA
583
American National Registered Investment Advisor
Texas
$1.11M -$1.45K -30 -0.1%
SW
584
SteelPeak Wealth
California
$1.1M -$754K -15,597 -41%
NEI
585
Northwest & Ethical Investments
Ontario, Canada
$1.08M -$26.8K -555 -2%
SPIA
586
Steward Partners Investment Advisory
New York
$1.08M +$561K +11,591 +108%
RJT
587
Raymond James Trust
Florida
$1.08M -$24.9K -516 -2%
DLG
588
Daniel L. Goodwin
$1.06M
CAM
589
Cacti Asset Management
Georgia
$1.06M
GT
590
Greenleaf Trust
Michigan
$1.05M +$147K +3,048 +16%
RA
591
Rational Advisors
New York
$1.05M -$381K -7,882 -27%
CANC
592
Culbertson A N & Co
Virginia
$1.03M -$24.2K -500 -2%
SS
593
Simplicity Solutions
Minnesota
$1.02M -$321K -6,630 -24%
Fuller & Thaler Asset Management
594
Fuller & Thaler Asset Management
California
$1.02M
NA
595
NewEdge Advisors
Louisiana
$1.02M -$349K -7,212 -25%
SC
596
Sepio Capital
Utah
$1.01M +$1.01M +20,938 New
CAM
597
Carret Asset Management
New York
$1.01M
TH
598
TCTC Holdings
Texas
$1M
Kovitz Investment Group Partners
599
Kovitz Investment Group Partners
Illinois
$999K +$999K +20,660 New
GAG
600
GM Advisory Group
New York
$994K