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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 %
SC
651
Savant Capital
Illinois
$635K +$73K +1,510 +13%
PGIM
652
Pacific Global Investment Management
California
$625K -$24.1K -499 -4%
PAS
653
Park Avenue Securities
New York
$622K +$622K +12,882 New
PHK
654
Point72 Hong Kong
Hong Kong
$620K +$620K +12,832 New
RWM
655
Ritholtz Wealth Management
New York
$620K +$620K +12,843 New
ED
656
Exane Derivatives
France
$619K +$156K +3,240 +34%
IP
657
Interval Partners
New York
$618K +$618K +12,786 New
APWA
658
Atlas Private Wealth Advisors
New Jersey
$611K +$611K +12,650 New
SACTSONJ
659
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$609K -$261K -5,400 -30%
SWM
660
SeaCrest Wealth Management
New York
$605K -$6.43K -133 -1%
BDS
661
Banco de Sabadell
Florida
$602K
CTC
662
Central Trust Company
Missouri
$600K +$38.4K +794 +7%
EI
663
Ethic Inc
New York
$592K +$14.5K +299 +3%
MWM
664
Meridian Wealth Management
Kentucky
$591K
CIP
665
Cornerstone Investment Partners
Georgia
$590K -$1.84K -38 -0.3%
IIA
666
IPG Investment Advisors
California
$589K +$589K +12,200 New
BBHC
667
Brown Brothers Harriman & Co
New York
$589K -$11K -227 -2%
CAG
668
Crestwood Advisors Group
Massachusetts
$585K -$955K -19,755 -62%
FNFDCM
669
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$584K
CWM
670
Calamos Wealth Management
Illinois
$583K -$521K -10,794 -47%
AW
671
ACG Wealth
Georgia
$581K -$33.6K -695 -5%
FPCP
672
Fort Point Capital Partners
California
$581K +$182K +3,765 +46%
QI
673
Qtron Investments
Massachusetts
$581K +$265K +5,489 +84%
GCC
674
Game Creek Capital
Massachusetts
$580K +$580K +12,008 New
CGL
675
Clarius Group LLC
Washington
$578K -$71K -1,471 -11%