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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 %
FMWA
676
Forvis Mazars Wealth Advisors
Missouri
$573K -$87.9K -1,819 -13%
SAM
677
Strategy Asset Managers
California
$573K
LCM
678
Laurion Capital Management
New York
$570K -$4.47M -92,481 -89%
TSS
679
Two Sigma Securities
New York
$569K -$1.19M -24,614 -68%
TAIM
680
TD Ameritrade Investment Management
Nebraska
$568K +$413K +8,555 +266%
VCA
681
Verdence Capital Advisors
Maryland
$563K +$97.1K +2,011 +21%
ALAM
682
Asahi Life Asset Management
Japan
$560K +$560K +11,600 New
PPW
683
Parcion Private Wealth
Washington
$559K +$163K +3,330 +41%
BAM
684
Belpointe Asset Management
Nevada
$558K +$558K +11,552 New
AAM
685
AR Asset Management
California
$551K
BP
686
Ballentine Partners
Massachusetts
$550K -$44.5K -921 -7%
HPC
687
Hobart Private Capital
North Carolina
$547K +$58.5K +1,211 +12%
FWIA
688
Fort Washington Investment Advisors
Ohio
$546K -$43.2K -895 -7%
GC
689
GFG Capital
Florida
$546K -$18.9K -391 -3%
APWM
690
Atlas Private Wealth Management
New York
$546K +$145 +3 +0%
ANTB
691
AMG National Trust Bank
Colorado
$545K +$545K +11,281 New
FVCM
692
F&V Capital Management
Florida
$542K
SWP
693
Stratos Wealth Partners
Ohio
$537K -$77.9K -1,613 -13%
LOAME
694
Lombard Odier Asset Management (Europe)
United Kingdom
$537K
MFG
695
Magnus Financial Group
New York
$533K -$458K -9,472 -46%
DT
696
Diversified Trust
Tennessee
$525K -$50.8K -1,052 -9%
MC
697
Muhlenkamp & Co
Pennsylvania
$522K +$522K +10,805 New
SPIA
698
Steward Partners Investment Advisory
New York
$519K +$38.9K +805 +8%
SPC
699
Sigma Planning Corp
Michigan
$516K +$63.3K +1,312 +14%
NERM
700
New England Research & Management
Illinois
$513K -$99K -2,050 -16%