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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 %
SWP
451
Stratos Wealth Partners
Ohio
$2.6M +$278K +5,150 +12%
SC
452
SouthState Corp
Florida
$2.58M -$42.5K -787 -2%
UCFA
453
United Capital Financial Advisors
Texas
$2.58M +$434K +8,050 +20%
EDRH
454
Edmond de Rothschild Holding
Switzerland
$2.51M -$2.59M -48,094 -51%
AMI
455
Amica Mutual Insurance
Rhode Island
$2.49M -$548K -10,145 -18%
Cambridge Investment Research Advisors
456
Cambridge Investment Research Advisors
Iowa
$2.48M +$46.6K +863 +2%
MYAM
457
Meiji Yasuda Asset Management
Japan
$2.48M +$177K +3,285 +8%
DCM
458
Donaldson Capital Management
Indiana
$2.46M +$403K +7,467 +20%
SRAM
459
Stone Ridge Asset Management
New York
$2.44M +$2.44M +45,167 New
RAM
460
Roanoke Asset Management
New Jersey
$2.41M -$110K -2,040 -4%
RE
461
RBC Europe
United Kingdom
$2.38M +$60.4K +1,120 +3%
HAI
462
Hennessy Advisors Inc
California
$2.37M +$647K +12,000 +38%
BBI
463
Baxter Bros Inc
Connecticut
$2.33M +$2.16K +40 +0.1%
LOAMU
464
Lombard Odier Asset Management (USA)
New York
$2.32M +$2.32M +43,063 New
DCM
465
Dupont Capital Management
Delaware
$2.31M +$1.24M +23,030 +117%
JIC
466
Joel Isaacson & Co
New York
$2.3M +$647 +12 +0%
II
467
IFM Investors
Australia
$2.29M +$197K +3,647 +9%
APFBOT
468
Amica Pension Fund Board of Trustees
Rhode Island
$2.26M -$2.27M -42,010 -50%
CCM
469
Cadence Capital Management
Massachusetts
$2.26M -$173K -3,212 -7%
SCM
470
Stevens Capital Management
Pennsylvania
$2.23M -$2.82M -52,311 -56%
AC
471
Argentiere Capital
Switzerland
$2.2M
KPCM
472
Kings Point Capital Management
New York
$2.2M +$749K +13,878 +52%
Two Sigma Investments
473
Two Sigma Investments
New York
$2.19M -$18.3M -339,000 -89%
PAM
474
Panagora Asset Management
Massachusetts
$2.17M -$613K -11,358 -22%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$2.17M +$765K +14,174 +55%