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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 %
TYCC
551
Texas Yale Capital Corp
Florida
$937K
I
552
IberiaBank
Louisiana
$936K +$88.9K +2,074 +10%
MML Investors Services
553
MML Investors Services
Massachusetts
$935K +$935K +21,817 New
TBA
554
Train Babcock Advisors
New York
$929K
IRF
555
IBM Retirement Fund
New York
$911K -$6.79M -118,760 -88%
TMAM
556
Tokio Marine Asset Management
Japan
$902K -$272K -6,351 -23%
TH
557
TCTC Holdings
Texas
$890K
OIM
558
Orca Investment Management
Oregon
$877K
NERM
559
New England Research & Management
Illinois
$864K -$85.7K -2,000 -9%
GAG
560
GM Advisory Group
New York
$864K
CWM
561
Concert Wealth Management
California
$857K -$42 -1 -0%
SW
562
SVB Wealth
Massachusetts
$841K +$33.2K +776 +4%
CONA
563
Capital One National Association
New York
$825K +$15.3K +356 +2%
WPC
564
White Pine Capital
Minnesota
$816K -$19.3K -450 -2%
SEC
565
Seven Eight Capital
New York
$814K -$330K -7,700 -29%
HCM
566
Hodges Capital Management
Texas
$808K -$265K -6,185 -25%
FWCM
567
Ferguson Wellman Capital Management
Oregon
$799K +$23.7K +552 +3%
WC
568
Whitnell & Co
Illinois
$767K
MIH
569
Madison Investment Holdings
Wisconsin
$763K
WAM
570
Wealthspire Advisors (Maryland)
Maryland
$761K -$21.4K -499 -3%
HAG
571
HighPoint Advisor Group
Illinois
$756K +$113K +2,343 +18%
NO
572
Ninety One
South Africa
$756K +$756K +17,633 New
AAM
573
Advisors Asset Management
Colorado
$752K -$8.4K -196 -1%
DPIM
574
Duff & Phelps Investment Management
Illinois
$746K -$42K -980 -5%
1SB
575
1ST Source Bank
Indiana
$744K -$23K -538 -3%