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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 %
WIA
751
Wealthstreet Investment Advisors
Texas
$412K -$36.2K -748 -8%
WOC
752
West Oak Capital
California
$411K -$9.67K -200 -2%
CWM
753
Circle Wealth Management
New Jersey
$408K +$408K +8,456 New
EGA
754
E&G Advisors
Texas
$406K +$33.8K +700 +9%
EF
755
Empirical Finance
Pennsylvania
$405K +$45.6K +943 +13%
TMAM
756
Tokio Marine Asset Management
Japan
$401K +$401K +8,304 New
LAM
757
Lingohr Asset Management
Germany
$400K -$29.8K -611 -7%
MTIM
758
Marathon Trading Investment Management
Pennsylvania
$394K +$101K +2,097 +35%
MCA
759
Mendon Capital Advisors
Florida
$388K +$388K +8,037 New
RR
760
Robotti Robert
$386K
RIG
761
Renaissance Investment Group
Massachusetts
$381K -$48.3K -1,000 -11%
BCM
762
Brown Capital Management
Maryland
$378K -$1.4K -29 -0.4%
VPIM
763
Vanguard Personalized Indexing Management
California
$376K +$376K +7,780 New
SRC
764
Shufro Rose & Co
New York
$374K
VHAM
765
Van Hulzen Asset Management
California
$366K +$366K +7,576 New
DIA
766
Davidson Investment Advisors
Montana
$365K -$25.6K -530 -7%
PA
767
Procyon Advisors
Connecticut
$365K +$6.61K +137 +2%
WBG
768
Wharton Business Group
Pennsylvania
$364K +$364K +7,537 New
SBIA
769
Sheaff Brock Investment Advisors
Indiana
$363K +$363K +7,518 New
DWT
770
Dorsey & Whitney Trust
South Dakota
$359K -$80.9K -1,677 -18%
CB
771
Community Bank
New York
$358K +$3.91K +81 +1%
FMBTD
772
First Midwest Bank Trust Division
Illinois
$357K -$460K -9,505 -56%
VCM
773
Vivaldi Capital Management
Illinois
$356K +$356K +6,809 New
TP
774
Truvvo Partners
New York
$354K +$57.1K +1,182 +19%
VFPI
775
Vantage Financial Partners (Illinois)
Illinois
$353K