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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 %
SFG
651
SevenBridge Financial Group
Pennsylvania
$760K +$21K +435 +3%
IAA
652
Independent Advisor Alliance
North Carolina
$743K +$72K +1,490 +11%
IFWM
653
Institute for Wealth Management
Colorado
$740K +$5.07K +105 +0.7%
IB
654
Intrust Bank
Kansas
$736K -$15.3K -316 -2%
HAG
655
HighPoint Advisor Group
Illinois
$736K +$38.4K +735 +5%
EM
656
Excalibur Management
Massachusetts
$734K -$75.2K -1,555 -9%
HS
657
Haafor (Singapore)
Singapore
$732K +$732K +15,091 New
Credit Agricole
658
Credit Agricole
France
$730K -$16.9K -350 -2%
HT
659
HighTower Trust
Texas
$728K -$101K -2,080 -12%
PA
660
Profund Advisors
Maryland
$722K -$41.1K -851 -5%
CTC
661
Central Trust Company
Missouri
$721K +$121K +2,500 +20%
WG
662
Winton Group
United Kingdom
$721K +$721K +14,915 New
MCM
663
Mitchell Capital Management
Kansas
$714K +$714K +14,770 New
DI
664
Diligent Investors
California
$711K -$53.7K -1,111 -7%
KA
665
Kintegral Advisory
New York
$710K -$22.8K -472 -3%
RWM
666
Ritholtz Wealth Management
New York
$706K +$84.8K +1,754 +14%
TSWM
667
Triangle Securities Wealth Management
North Carolina
$701K -$33.4K -692 -5%
PAS
668
Park Avenue Securities
New York
$693K +$70.5K +1,459 +11%
CSM
669
CAMG Solamere Management
North Carolina
$693K +$693K +14,339 New
DPIM
670
Duff & Phelps Investment Management
Illinois
$689K
PWP
671
Principle Wealth Partners
Connecticut
$689K
UCFA
672
United Capital Financial Advisors
Texas
$687K -$37.2K -769 -5%
Bank Julius Baer & Co
673
Bank Julius Baer & Co
Switzerland
$681K -$19.8K -409 -3%
PCM
674
Peregrine Capital Management
Minnesota
$671K +$671K +13,871 New
EI
675
Ethic Inc
New York
$669K +$76.9K +1,591 +13%