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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 %
MMPW
676
Mitchell McLeod Pugh & Williams
Alabama
$667K
VWM
677
Venturi Wealth Management
Texas
$667K +$28.4K +588 +4%
GCC
678
Game Creek Capital
Massachusetts
$665K +$84.6K +1,750 +15%
SC
679
Savant Capital
Illinois
$663K +$27.7K +574 +4%
FNT
680
First National Trust
Pennsylvania
$660K
IRC
681
Investors Research Corp
Georgia
$654K
SFM
682
Systematic Financial Management
New Jersey
$653K
APWM
683
Atlas Private Wealth Management
New York
$641K +$94.4K +1,953 +17%
DAM
684
Delta Asset Management
Tennessee
$636K
PAWC
685
P.A.W. Capital
Connecticut
$629K -$48.4K -1,000 -7%
DLHL
686
Donald L. Hagan LLC
Florida
$628K -$280K -5,799 -31%
KOCAA
687
Knights of Columbus Asset Advisors
Connecticut
$621K -$708K -14,643 -53%
1SB
688
1ST Source Bank
Indiana
$619K -$33.8K -700 -5%
RIL
689
Rothschild Investment LLC
Illinois
$614K -$146K -3,017 -19%
AIS
690
AM Investment Strategies
Tennessee
$612K +$612K +12,661 New
PGIM
691
Pacific Global Investment Management
California
$611K -$15K -310 -2%
TCA
692
Transcend Capital Advisors
New Jersey
$611K +$611K +12,637 New
AAS
693
Avantax Advisory Services
Texas
$610K +$319K +6,599 +110%
SACTSONJ
694
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$609K
BDS
695
Banco de Sabadell
Florida
$605K
MAM
696
Meeder Asset Management
Ohio
$602K +$380K +7,837 +171%
EGM
697
Engineers Gate Manager
New York
$602K +$602K +12,460 New
S
698
SignatureFD
Georgia
$600K +$169K +3,494 +39%
FMWA
699
Forvis Mazars Wealth Advisors
Missouri
$594K +$20.4K +422 +4%
HPC
700
Hobart Private Capital
North Carolina
$593K +$45.4K +939 +8%