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Morgan Stanley

764 hedge funds and large institutions have $38.9B invested in Morgan Stanley in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 273 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
-50
Holders Change %
-6.14%
% of All Funds
20.39%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.37%
New
71
Increased
326
Reduced
273
Closed
110
Calls
$583M
Puts
$1.1B
Net Calls
-$522M
Net Calls Change
+$412M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
601
Next Financial Group
Texas
$247K -$2.47K -99 -1%
LC
602
Loews Corp
New York
$246K +$68K +2,725 +38%
PTC
603
Petrus Trust Company
Texas
$246K +$246K +9,841 New
FP
604
FDO Partners
Massachusetts
$245K -$64.9K -2,598 -21%
WT
605
Whittier Trust
California
$244K -$13.4K -535 -5%
EDRH
606
Edmond de Rothschild Holding
Switzerland
$241K -$327K -13,090 -58%
TCOT
607
Trust Company of Toledo
Ohio
$240K
AIM
608
Assured Investment Management
New York
$240K +$171K +6,841 +249%
PAIA
609
Park Avenue Institutional Advisers
New York
$238K -$6.7K -268 -3%
SI
610
Stephens Inc
Arkansas
$236K -$70.9K -2,834 -23%
BB
611
Bell Bank
North Dakota
$233K -$107K -4,279 -31%
WT
612
Washington Trust
Rhode Island
$233K -$5.02K -201 -2%
GW
613
GW & Wade
Massachusetts
$231K -$5.59K -224 -2%
EDRPMB
614
Edmond de Rothschild Private Merchant Banking
United Kingdom
$231K
CIA
615
Choate Investment Advisors
Massachusetts
$226K -$58K -2,320 -20%
CPS
616
Counsel Portfolio Services
Ontario, Canada
$225K
AWCI
617
Alpine Woods Capital Investors
New York
$225K +$25K +1,000 +13%
EWM
618
Evercore Wealth Management
New York
$224K -$31K -1,243 -12%
PFC
619
Phocas Financial Corp
California
$223K
GLRA
620
Gerald L. Ray & Associates
Texas
$220K
CBT
621
Central Bank & Trust
Kentucky
$219K -$210K -8,398 -49%
IH
622
IFC Holdings
Florida
$219K +$8.87K +344 +4%
FTI
623
Fiduciary Trust International
Massachusetts
$218K
P
624
Pitcairn
Pennsylvania
$212K -$24.6K -985 -10%
BFM
625
Boothbay Fund Management
New York
$207K +$207K +8,294 New