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Morgan Stanley

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
501
United Capital Financial Advisors
Texas
$1.39M -$246K -5,518 -15%
GIA
502
Gargoyle Investment Advisor
New Jersey
$1.38M
SACTSONJ
503
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.38M
IA
504
IFP Advisors
Florida
$1.37M +$173K +3,885 +14%
AP
505
Advisor Partners
California
$1.37M +$125K +2,799 +10%
HVIA
506
Hudson Valley Investment Advisors
New York
$1.36M +$7.13K +160 +0.5%
NBC
507
Neuberger Berman Canada
Ontario, Canada
$1.35M -$116K -2,594 -8%
HWA
508
HCR Wealth Advisors
California
$1.34M +$178K +3,995 +15%
OAC
509
OMERS Administration Corp
Ontario, Canada
$1.33M +$1.33M +29,900 New
CC
510
Courier Capital
New York
$1.33M +$20.4K +458 +2%
JIR
511
James Investment Research
Ohio
$1.32M +$1.32M +29,655 New
TA
512
Tiedemann Advisors
New York
$1.31M +$177K +3,983 +16%
HAI
513
Hennessy Advisors Inc
California
$1.29M +$89.1K +2,000 +7%
WIA
514
Westbourne Investment Advisors
Maryland
$1.28M +$18.9K +425 +1%
ECM
515
Everence Capital Management
Indiana
$1.27M
FTIOP
516
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.26M +$899K +20,172 +247%
PG
517
Pendal Group
Australia
$1.24M +$1.24M +27,814 New
WG
518
Winton Group
United Kingdom
$1.23M -$2.18M -48,993 -64%
OMCS
519
Old Mutual Customised Solutions
South Africa
$1.21M
WCA
520
Waratah Capital Advisors
Ontario, Canada
$1.21M +$1.21M +27,060 New
NO
521
Ninety One
South Africa
$1.2M +$409K +9,177 +52%
PCM
522
Penserra Capital Management
California
$1.18M -$68.8K -1,546 -6%
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$1.18M +$131K +2,949 +13%
KFC
524
Klingenstein Fields & Co
New York
$1.17M +$4.46K +100 +0.4%
BSPF
525
British Steel Pension Fund
United Kingdom
$1.17M