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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 %
SBIA
801
Sheaff Brock Investment Advisors
Indiana
$364K +$242 +5 +0.1%
BAM
802
Blueshift Asset Management
New Jersey
$363K +$363K +7,506 New
FMBTD
803
First Midwest Bank Trust Division
Illinois
$356K -$1.45K -30 -0.4%
SIA
804
Strategic Investment Advisors
Michigan
$355K +$69.3K +1,432 +24%
BJL
805
Brighton Jones LLC
Washington
$354K +$93K +1,925 +36%
FHC
806
First Horizon Corporation
Tennessee
$350K +$350K +7,259 New
SFA
807
Sequoia Financial Advisors
Ohio
$349K +$26.8K +555 +8%
FCI
808
Financial Counselors Inc
Kansas
$348K +$4.69K +97 +1%
FG
809
Fiduciary Group
Georgia
$348K +$9.58K +198 +3%
MIH
810
Meitav Investment House
Israel
$347K +$347K +7,350 New
SM
811
Salzhauer Michael
$345K
OFG
812
OmniStar Financial Group
North Carolina
$345K +$345K +7,134 New
III
813
Independent Investors Inc
New York
$344K
LB
814
Legacy Bridge
Iowa
$343K
DWT
815
Dorsey & Whitney Trust
South Dakota
$341K -$19.2K -397 -5%
QOP
816
Quinn Opportunity Partners
Virginia
$338K -$4.59M -95,000 -93%
OIA
817
Optimum Investment Advisors
Illinois
$336K
PCG
818
Private Capital Group
Connecticut
$334K +$17.6K +363 +6%
IA
819
IFG Advisory
Georgia
$328K -$11.1K -229 -3%
CCM
820
Coldstream Capital Management
Washington
$328K -$4.85K -100 -1%
FM
821
Foster & Motley
Ohio
$327K +$327K +6,761 New
CB
822
Community Bank
New York
$325K -$33.9K -700 -9%
HKAM
823
Horizon Kinetics Asset Management
New York
$325K +$97.8K +2,021 +43%
WA
824
Wealth Alliance
New York
$324K -$27.5K -568 -8%
LCS
825
Levin Capital Strategies
New York
$324K +$324K +6,700 New