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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 %
SM
576
Salzhauer Michael
$752K -$398K -8,930 -35%
I
577
IberiaBank
Louisiana
$748K -$225K -5,050 -23%
HCM
578
Hodges Capital Management
Texas
$747K -$93.6K -2,100 -11%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$747K -$357 -8 -0%
Loomis, Sayles & Company
580
Loomis, Sayles & Company
Massachusetts
$745K -$335K -7,529 -31%
DAM
581
Delta Asset Management
Tennessee
$738K -$2.23K -50 -0.3%
AB
582
AT Bancorp
Iowa
$732K +$475K +10,654 +184%
IFWM
583
Institute for Wealth Management
Colorado
$732K +$732K +16,544 New
RIM
584
Rampart Investment Management
Connecticut
$729K +$549K +12,335 +306%
TF
585
TIAA FSB
Florida
$729K +$729K +16,363 New
DPIM
586
Duff & Phelps Investment Management
Illinois
$727K -$49.9K -1,120 -6%
WMSA
587
Weiss Multi-Strategy Advisers
New York
$716K +$282K +6,325 +65%
DTL
588
Dynamic Technology Lab
Singapore
$714K +$714K +16,038 New
Cerity Partners
589
Cerity Partners
New York
$713K +$713K +14,360 New
PGIM
590
Pacific Global Investment Management
California
$709K -$1.25K -28 -0.2%
EF
591
Empowered Funds
Pennsylvania
$705K +$23.9K +536 +4%
IH
592
IFC Holdings
Florida
$698K -$1.48M -33,348 -68%
LFAS
593
Level Four Advisory Services
Texas
$696K -$505K -12,094 -42%
KWILP
594
Kiwi Wealth Investments Limited Partnership
New Zealand
$696K +$696K +15,617 New
TMAM
595
Tokio Marine Asset Management
Japan
$691K -$247K -5,542 -26%
TCOT
596
Trust Company of Toledo
Ohio
$691K +$268K +6,000 +63%
RJT
597
Raymond James Trust
Florida
$682K +$23.3K +524 +4%
PFT
598
Providence First Trust
Arizona
$679K +$679K +15,247 New
CCM
599
Cullen Capital Management
New York
$677K
QI
600
Quotient Investors
New York
$677K