MS icon

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 %
CAG
601
Csenge Advisory Group
Florida
$993K -$522K -10,920 -34%
TCM
602
Teza Capital Management
Illinois
$984K +$984K +20,354 New
OPPTF
603
OPSEU Pension Plan Trust Fund
Ontario, Canada
$976K +$9.95K +208 +1%
FDS
604
Freedom Day Solutions
Texas
$968K +$488K +10,099 +102%
UIA
605
UBP Investment Advisors
Switzerland
$967K
SW
606
SlateStone Wealth
Florida
$965K +$473K +9,790 +96%
TAM
607
Tocqueville Asset Management
New York
$959K +$221K +4,567 +30%
AFM
608
Abbot Financial Management
Massachusetts
$955K +$2.95K +61 +0.3%
TG
609
TCW Group
California
$948K +$948K +19,602 New
GJCM
610
Grand Jean Capital Management
California
$946K -$3.63K -75 -0.4%
TC
611
TownSquare Capital
Utah
$944K -$100K -2,099 -10%
JCIA
612
Jackson Creek Investment Advisors
Colorado
$942K +$942K +19,476 New
IIA
613
IPG Investment Advisors
California
$928K +$338K +7,000 +57%
CCP
614
Corient Capital Partners
California
$923K -$65K -1,345 -7%
BIM
615
Baldwin Investment Management
Pennsylvania
$908K +$908K +18,784 New
CC
616
Centiva Capital
New York
$905K +$905K +18,712 New
WAP
617
Wealthcare Advisory Partners
Pennsylvania
$901K +$6.09K +126 +0.7%
CI
618
Conning Inc
Connecticut
$891K +$12.1K +250 +1%
RBA
619
Richard Bernstein Advisors
New York
$888K
LOAME
620
Lombard Odier Asset Management (Europe)
United Kingdom
$882K +$345K +7,131 +64%
OTPPB
621
Ontario Teachers' Pension Plan Board
Ontario, Canada
$870K -$366K -7,559 -30%
PI
622
Parkside Investments
Illinois
$870K
OAM
623
Oak Asset Management
California
$866K +$15.3K +296 +2%
ABC
624
Associated Banc-Corp
Wisconsin
$865K
BRWA
625
B. Riley Wealth Advisors
Florida
$862K +$124K +2,560 +17%