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Morgan Stanley

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M
Name Holding Trade Value Shares
Change
Shares
Change %
RSS
551
Rosenblum Silverman Sutton
California
$1.33M +$17K +315 +1%
AG
552
AlphaSimPlex Group
Massachusetts
$1.32M +$1.32M +24,379 New
Janney Montgomery Scott
553
Janney Montgomery Scott
Pennsylvania
$1.31M +$47.9K +888 +4%
TMAM
554
Tokio Marine Asset Management
Japan
$1.3M -$285K -5,285 -18%
STMM
555
South Texas Money Management
Texas
$1.29M +$1.29M +23,900 New
AAM
556
Advisors Asset Management
Colorado
$1.27M +$140K +2,493 +12%
KAS
557
Kemnay Advisory Services
New York
$1.27M -$51.4K -952 -4%
CONA
558
Capital One National Association
New York
$1.27M -$15K -278 -1%
DI
559
Diligent Investors
California
$1.25M -$16.2K -300 -1%
QSS
560
Quantitative Systematic Strategies
Florida
$1.24M -$218K -4,043 -15%
VAM
561
Verity Asset Management
North Carolina
$1.24M -$29K -537 -2%
RA
562
Rational Advisors
New York
$1.23M +$476K +8,809 +63%
CPIM
563
Columbia Partners Investment Management
Virginia
$1.23M +$1.23M +22,778 New
BWM
564
Buckley Wealth Management
Nevada
$1.23M -$4.21K -78 -0.3%
NERM
565
New England Research & Management
Illinois
$1.23M +$193K +3,572 +19%
TCM
566
Tuttle Capital Management
Connecticut
$1.22M +$469K +8,705 +62%
EMG
567
Ellington Management Group
Connecticut
$1.22M +$1.22M +22,600 New
ACA
568
Atlas Capital Advisors
Wyoming
$1.22M +$1.22M +22,549 New
CA
569
Cynosure Advisors
Utah
$1.2M +$12.1K +224 +1%
CWM
570
Chesapeake Wealth Management
Virginia
$1.2M +$1.2M +22,251 New
AP
571
Appleton Partners
Massachusetts
$1.2M +$346K +6,415 +41%
AI
572
Atria Investments
North Carolina
$1.2M -$46.1K -854 -4%
DLG
573
Daniel L. Goodwin
$1.19M
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$1.18M +$19.8K +367 +2%
TYCC
575
Texas Yale Capital Corp
Florida
$1.18M