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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 %
RE
626
RBC Europe
United Kingdom
$861K -$145K -3,000 -14%
FLPIM
627
F.L. Putnam Investment Management
Massachusetts
$857K +$2.8K +58 +0.3%
PAM
628
Paradigm Asset Management
New York
$856K -$140K -2,900 -14%
Assenagon Asset Management
629
Assenagon Asset Management
Luxembourg
$852K +$22.4K +463 +3%
NG
630
NatWest Group
United Kingdom
$849K -$197K -4,080 -19%
WSFS
631
Wilmington Savings Fund Society
Delaware
$845K +$54.7K +1,131 +7%
BOH
632
Bank of Hawaii
Hawaii
$832K +$604K +12,498 +265%
B
633
Bailard
California
$830K +$97.1K +2,009 +13%
BC
634
Burney Company
Virginia
$820K -$11.8K -243 -1%
CG
635
Caprock Group
Idaho
$820K +$76.8K +1,589 +10%
BCP
636
Blue Chip Partners
Michigan
$818K -$191K -3,947 -19%
KAS
637
Kestra Advisory Services
Texas
$815K +$815K +16,786 New
DAS
638
Dynamic Advisor Solutions
Arizona
$811K +$10.6K +219 +1%
CIM
639
CIM Investment Management
Pennsylvania
$807K -$8.75K -181 -1%
DT
640
Diversified Trust
Tennessee
$806K +$280K +5,798 +53%
ASN
641
Advisory Services Network
Georgia
$806K +$496K +10,264 +160%
BDF
642
Balasa Dinverno & Foltz
$800K +$149K +3,086 +23%
LOAMS
643
Lombard Odier Asset Management (Switzerland)
Switzerland
$798K +$798K +16,507 New
CAM
644
Cresset Asset Management
Illinois
$797K -$197K -4,070 -20%
FB
645
Fulton Bank
Pennsylvania
$786K -$63K -1,304 -7%
DZ Bank
646
DZ Bank
Germany
$783K -$3.51M -73,488 -82%
CAN
647
Cetera Advisor Networks
California
$779K +$17.3K +368 +2%
WPC
648
White Pine Capital
Minnesota
$778K
XWM
649
Xcel Wealth Management
Florida
$768K
MGIM
650
M&G Investment Management
United Kingdom
$762K +$762K +15,880 New