MS icon

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 %
CONA
551
Capital One National Association
New York
$926K +$67.2K +1,508 +8%
BOH
552
Bank of Hawaii
Hawaii
$918K +$272K +6,115 +42%
OIM
553
Orca Investment Management
Oregon
$912K
GAG
554
GM Advisory Group
New York
$898K
AAM
555
Advisors Asset Management
Colorado
$850K +$68.3K +1,533 +9%
SW
556
SVB Wealth
Massachusetts
$849K -$26.3K -589 -3%
SWP
557
Stratos Wealth Partners
Ohio
$846K +$143K +3,218 +20%
BBI
558
Baxter Bros Inc
Connecticut
$838K +$145K +3,250 +21%
AIM
559
Assured Investment Management
New York
$831K +$206K +4,615 +33%
AFM
560
Abbot Financial Management
Massachusetts
$829K +$829K +18,600 New
WPC
561
White Pine Capital
Minnesota
$826K -$23.4K -525 -3%
Lord, Abbett & Co
562
Lord, Abbett & Co
New Jersey
$810K -$1.24M -27,784 -60%
KAS
563
Kemnay Advisory Services
New York
$809K +$809K +18,161 New
YIA
564
YHB Investment Advisors
Connecticut
$802K -$2.31M -51,925 -74%
FWCM
565
Ferguson Wellman Capital Management
Oregon
$798K -$32.2K -722 -4%
WC
566
Whitnell & Co
Illinois
$798K
FP
567
FDO Partners
Massachusetts
$788K +$788K +17,689 New
BCM
568
Brown Capital Management
Maryland
$786K +$16.3K +366 +2%
HHC
569
Hutchin Hill Capital
New York
$784K +$784K +17,600 New
CTC
570
Central Trust Company
Missouri
$781K +$210K +4,723 +37%
1SB
571
1ST Source Bank
Indiana
$780K +$5.35K +120 +0.7%
LOAME
572
Lombard Odier Asset Management (Europe)
United Kingdom
$765K
FNFDCM
573
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$758K
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$758K +$68.6K +1,539 +10%
HAG
575
HighPoint Advisor Group
Illinois
$756K