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Morgan Stanley

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Shares
Change %
HVIA
501
Hudson Valley Investment Advisors
New York
$1.75M +$88.3K +1,863 +5%
SC
502
Scotia Capital
Ontario, Canada
$1.75M +$24.7K +461 +1%
IAA
503
Independent Advisor Alliance
North Carolina
$1.75M +$1.27M +35,046 +268%
MERSOM
504
Municipal Employees' Retirement System of Michigan
Michigan
$1.73M -$646K -13,630 -27%
BCM
505
BlueCrest Capital Management
Jersey
$1.73M +$1.73M +36,464 New
AFG
506
Albion Financial Group
Utah
$1.71M +$217K +4,585 +15%
CK
507
Cohen Klingenstein
New York
$1.71M
CWM
508
Calamos Wealth Management
Illinois
$1.7M -$34.3K -724 -2%
LFAS
509
Level Four Advisory Services
Texas
$1.66M +$129K +2,714 +8%
CC
510
ClearArc Capital
Ohio
$1.65M -$17.3K -365 -1%
PFT
511
Providence First Trust
Arizona
$1.64M
NERM
512
New England Research & Management
Illinois
$1.62M +$547K +11,550 +51%
CMTU
513
Capital Markets Trading (UK)
United Kingdom
$1.61M +$1.17M +24,697 +265%
CNBT
514
Canandaigua National Bank & Trust
New York
$1.61M -$49.4K -1,043 -3%
HWA
515
HCR Wealth Advisors
California
$1.59M +$44.6K +937 +3%
GCP
516
GSA Capital Partners
United Kingdom
$1.58M -$1.37M -28,966 -46%
AP
517
Advisor Partners
California
$1.58M -$62.7K -1,323 -4%
CI
518
Conning Inc
Connecticut
$1.54M -$58.3K -1,230 -4%
MNBTD
519
Moody National Bank Trust Division
Texas
$1.52M -$5.93K -125 -0.4%
CWP
520
Capital Wealth Planning
Florida
$1.52M +$1.31M +27,650 +628%
FAAS
521
First Allied Advisory Services
California
$1.51M -$358K -7,562 -19%
AG
522
AlphaSimPlex Group
Massachusetts
$1.5M +$344K +7,259 +30%
Janney Montgomery Scott
523
Janney Montgomery Scott
Pennsylvania
$1.5M +$346K +7,292 +30%
TW
524
Transform Wealth
Colorado
$1.5M +$124K +2,606 +9%
CWM
525
Catamount Wealth Management
Connecticut
$1.49M -$10.9K -225 -0.7%