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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 %
BCM
576
Brown Capital Management
Maryland
$740K -$142K -3,313 -16%
LOAME
577
Lombard Odier Asset Management (Europe)
United Kingdom
$736K -$256K -5,969 -26%
FNFDCM
578
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$729K -$39.4K -920 -5%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$718K +$718K +16,770 New
DAM
580
Delta Asset Management
Tennessee
$711K -$6.42K -150 -0.9%
FFA
581
First Foundation Advisors
California
$699K +$699K +16,326 New
DCM
582
Dynamic Capital Management
Jersey
$687K +$687K +16,031 New
PGIM
583
Pacific Global Investment Management
California
$683K +$900 +21 +0.1%
SWP
584
Stratos Wealth Partners
Ohio
$676K +$26.3K +614 +4%
BBI
585
Baxter Bros Inc
Connecticut
$667K +$88.3K +2,060 +15%
BC
586
Banced Corp
Illinois
$664K -$8.3K -194 -1%
CIBC Private Wealth Group
587
CIBC Private Wealth Group
Georgia
$663K +$78.7K +1,838 +13%
EF
588
Empowered Funds
Pennsylvania
$655K +$655K +15,278 New
CCM
589
Cullen Capital Management
New York
$651K
QI
590
Quotient Investors
New York
$651K +$651K +15,200 New
RJT
591
Raymond James Trust
Florida
$635K +$88.6K +2,066 +16%
WOC
592
West Oak Capital
California
$633K +$26.8K +625 +4%
TCT
593
TIAA CREF Trust
Missouri
$632K -$103K -2,405 -14%
BCMO
594
Buckingham Capital Management (Ohio)
Ohio
$628K -$50.3K -1,175 -7%
Janney Montgomery Scott
595
Janney Montgomery Scott
Pennsylvania
$627K -$511K -11,926 -45%
BOH
596
Bank of Hawaii
Hawaii
$621K -$389K -9,072 -39%
LMAM
597
Legg Mason Asset Management
Japan
$609K -$540K -12,600 -47%
KWMG
598
King Wealth Management Group
Florida
$608K +$9.76K +228 +2%
AIM
599
Assured Investment Management
New York
$601K -$1.5M -34,996 -71%
DSC
600
Duncker Streett & Co
Missouri
$596K +$27.1K +633 +5%