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Morgan Stanley

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M
Name Holding Trade Value Shares
Change
Shares
Change %
CEP
326
Chicago Equity Partners
Illinois
$6.03M -$7M -129,720 -54%
RBA
327
Richard Bernstein Advisors
New York
$5.98M +$604K +11,197 +11%
FIM
328
Foresters Investment Management
New York
$5.92M +$1.13M +21,000 +24%
BMM
329
Buffington Mohr McNeal
Idaho
$5.8M +$271K +5,030 +5%
GPSPJS
330
General Pension Society PZU Joint Stock
Poland
$5.74M -$809K -15,000 -12%
OAM
331
Oppenheimer Asset Management
New York
$5.68M +$1.09M +20,180 +24%
LTFS
332
Ladenburg Thalmann Financial Services
Florida
$5.67M -$34.6K -642 -0.6%
TAM
333
Tyers Asset Management
Texas
$5.65M -$3.33M -61,688 -37%
SFM
334
Systematic Financial Management
New Jersey
$5.63M -$6.74K -125 -0.1%
SCM
335
Suffolk Capital Management
New York
$5.62M -$1.24M -22,957 -18%
SIM
336
Sentry Investment Management
Wisconsin
$5.6M -$529K -9,797 -9%
WPIC
337
White Pine Investment Company
Michigan
$5.46M -$91.2K -1,690 -2%
DY
338
Dowling & Yahnke
California
$5.41M -$13.5K -251 -0.2%
HHMI
339
Howard Hughes Medical Institute
Maryland
$5.4M
GECH
340
Garnet Equity Capital Holdings
New York
$5.4M +$1.62M +30,000 +43%
KOCAA
341
Knights of Columbus Asset Advisors
Connecticut
$5.39M +$1.76M +32,650 +49%
Balyasny Asset Management
342
Balyasny Asset Management
Illinois
$5.39M -$45.1M -835,765 -89%
SCM
343
Silvant Capital Management
Georgia
$5.36M +$5.36M +99,296 New
BTS
344
BB&T Securities
Virginia
$5.34M +$317K +5,867 +6%
Brown Advisory
345
Brown Advisory
Maryland
$5.24M -$1.32M -24,504 -20%
SFM
346
Signet Financial Management
New Jersey
$5.24M +$5.24M +97,088 New
W
347
Wealthfront
California
$5.2M +$50.3K +932 +1%
William Blair & Company
348
William Blair & Company
Illinois
$5.16M +$611K +11,327 +13%
NEI
349
Northwest & Ethical Investments
Ontario, Canada
$5.15M -$160K -2,970 -3%
BPM
350
Bowling Portfolio Management
Ohio
$5.12M +$666K +12,335 +15%