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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 %
CIC
401
Cornercap Investment Counsel
Georgia
$3.64M +$13K +240 +0.4%
UFF
402
USA Financial Formulas
Michigan
$3.61M +$3.61M +66,831 New
D.E. Shaw & Co
403
D.E. Shaw & Co
New York
$3.47M -$4.16M -77,126 -55%
GFPC
404
Global Financial Private Capital
Florida
$3.47M -$34.7K -643 -1%
WCA
405
Westover Capital Advisors
Delaware
$3.47M +$123K +2,278 +4%
GCP
406
GSA Capital Partners
United Kingdom
$3.37M +$1.07M +19,856 +47%
PSUF
407
People's United Financial
Connecticut
$3.36M +$103K +1,902 +3%
Daiwa Securities Group
408
Daiwa Securities Group
Japan
$3.35M +$267K +4,940 +9%
Creative Planning
409
Creative Planning
Kansas
$3.34M +$163K +3,023 +5%
SCM
410
Shelton Capital Management
Colorado
$3.34M -$7.61M -141,100 -70%
FCBT
411
First Citizens Bank & Trust
North Carolina
$3.31M +$8.8K +163 +0.3%
EGM
412
Engineers Gate Manager
New York
$3.29M +$1.62M +29,983 +97%
KIA
413
KCM Investment Advisors
California
$3.28M -$56.2K -1,042 -2%
DWA
414
Douglass Winthrop Advisors
New York
$3.26M +$3.02M +56,000 +1,277%
Envestnet Asset Management
415
Envestnet Asset Management
Illinois
$3.23M -$13.1M -250,748 -80%
TCM
416
Telos Capital Management
California
$3.22M +$37K +686 +1%
PCIG
417
Partners Capital Investment Group
Massachusetts
$3.21M +$1.75M +32,518 +121%
WSTAM
418
Wilbanks Smith & Thomas Asset Management
Virginia
$3.16M +$68.9K +1,276 +2%
Pacer Advisors
419
Pacer Advisors
Pennsylvania
$3.14M +$614K +11,383 +24%
Thrivent Financial for Lutherans
420
Thrivent Financial for Lutherans
Minnesota
$3.14M +$69.3K +1,285 +2%
CIC
421
Chase Investment Counsel
Virginia
$3.07M +$3.07M +56,958 New
YIA
422
YHB Investment Advisors
Connecticut
$3.07M
LMGAM
423
Liberty Mutual Group Asset Management
Massachusetts
$3.04M
FA
424
FDx Advisors
Illinois
$3.04M -$456K -8,449 -13%
AMM
425
American Money Management
California
$3.01M -$182K -3,372 -6%