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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 %
CI
751
Clal Insurance
Israel
$483K
VIA
752
Vident Investment Advisory
Georgia
$481K +$42.1K +870 +10%
CCM
753
Corsair Capital Management
New York
$477K +$477K +9,865 New
SDAM
754
Shulman DeMeo Asset Management
New York
$475K +$1.93K +40 +0.4%
OWA
755
Outlook Wealth Advisors
Texas
$474K +$26.1K +540 +6%
WT
756
Whittier Trust
California
$471K +$6.47K +134 +1%
TCOV
757
Trust Company of Vermont
Vermont
$467K -$4.45K -92 -0.9%
AWM
758
Altium Wealth Management
New York
$461K +$35.1K +726 +8%
BWM
759
Buckley Wealth Management
Nevada
$455K -$192K -3,967 -30%
TPWA
760
TRUE Private Wealth Advisors
Oregon
$451K -$32.2K -667 -7%
CCA
761
Checchi Capital Advisers
California
$451K +$435 +9 +0.1%
CAW
762
Cornerstone Advisors (Washington)
Washington
$450K -$1.26K -26 -0.3%
BSA
763
Bull Street Advisors
Georgia
$448K
TWI
764
Thomas White International
Illinois
$446K
GLA
765
Good Life Advisors
Pennsylvania
$444K -$6.69K -137 -1%
AC
766
Abbrea Capital
California
$444K -$1.69K -35 -0.4%
BCM
767
Barometer Capital Management
Ontario, Canada
$442K +$442K +9,200 New
MGIA
768
Moneta Group Investment Advisors
Missouri
$440K -$8.46K -175 -2%
VI
769
Versor Investments
New York
$435K +$435K +9,000 New
1WA
770
180 Wealth Advisors
Washington
$433K +$433K +8,414 New
RSS
771
Rosenblum Silverman Sutton
California
$430K
OHS
772
Odey Holdings (Switzerland)
Switzerland
$430K
IA
773
IndexIQ Advisors
New York
$430K +$259K +5,358 +151%
SAM
774
Strategy Asset Managers
California
$429K -$145K -3,000 -25%
LTI
775
Laffer Tengler Investments
Tennessee
$427K -$230K -4,747 -35%