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Morgan Stanley

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
526
HCR Wealth Advisors
California
$1.11M +$234K +5,453 +27%
2L
527
22NW LP
Washington
$1.11M
SM
528
Salzhauer Michael
$1.11M
DI
529
Diligent Investors
California
$1.1M -$6.35K -148 -0.6%
LPL Financial
530
LPL Financial
California
$1.1M +$60.5K +1,417 +6%
TA
531
Tiedemann Advisors
New York
$1.09M +$546K +12,747 +101%
FB
532
Fulton Bank
Pennsylvania
$1.07M +$49.8K +1,163 +5%
RCP
533
Rothschild Capital Partners
New York
$1.06M -$10.2K -239 -1%
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$1.06M -$728 -17 -0.1%
ACP
535
Arcus Capital Partners
Georgia
$1.06M
JCM
536
Jafra Capital Management
New York
$1.04M -$573K -13,365 -35%
Loomis, Sayles & Company
537
Loomis, Sayles & Company
Massachusetts
$1.04M -$1.54M -36,050 -60%
SBIA
538
Sheaff Brock Investment Advisors
Indiana
$1.04M -$261K -6,091 -20%
LG
539
Leuthold Group
Minnesota
$1.02M -$84.2K -1,966 -8%
FNT
540
First National Trust
Pennsylvania
$1.02M -$102K -2,378 -9%
IPC
541
Independent Portfolio Consultants
Florida
$1.01M -$15.5K -362 -2%
Northwestern Mutual Wealth Management
542
Northwestern Mutual Wealth Management
Wisconsin
$1.01M -$420K -9,812 -29%
TW
543
Transform Wealth
Colorado
$1M +$1M +23,430 New
BAC
544
Boys Arnold & Co
North Carolina
$989K -$251K -5,860 -20%
RSS
545
Rosenblum Silverman Sutton
California
$973K -$40.7K -950 -4%
GCA
546
Gideon Capital Advisors
New York
$970K -$141K -3,297 -13%
RFC
547
Regions Financial Corp
Alabama
$969K +$3.21K +75 +0.3%
CAM
548
Cacti Asset Management
Georgia
$955K
DLG
549
Daniel L. Goodwin
$942K
ECM
550
ETrade Capital Management
Virginia
$942K +$65.9K +1,538 +8%