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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 %
SIC
601
Salem Investment Counselors
North Carolina
$591K +$69.5K +1,649 +13%
ZCA
602
Zeke Capital Advisors
Pennsylvania
$579K +$155K +3,609 +36%
LGC
603
Laurel Grove Capital
California
$578K
CAM
604
Carret Asset Management
New York
$575K -$22.5K -525 -4%
ARMT
605
Amica Retiree Medical Trust
Rhode Island
$573K
ARM
606
Adirondack Research & Management
New York
$568K -$19.3K -450 -3%
IIA
607
IPG Investment Advisors
California
$548K +$328K +7,650 +149%
CTC
608
Central Trust Company
Missouri
$548K +$28.3K +662 +5%
BCM
609
Bluefin Capital Management
New York
$546K +$349K +8,154 +177%
DADC
610
D.A. Davidson & Co
Montana
$545K -$7.49M -174,816 -93%
MMPW
611
Mitchell McLeod Pugh & Williams
Alabama
$541K
TP
612
Truvvo Partners
New York
$535K
P
613
Pitcairn
Pennsylvania
$530K +$157K +3,662 +42%
AFG
614
Albion Financial Group
Utah
$530K +$530K +12,371 New
CIP
615
Cornerstone Investment Partners
Georgia
$519K -$88.4K -2,062 -15%
SI
616
Stephens Inc
Arkansas
$511K +$43.3K +1,010 +9%
GS
617
GAM Systematic
United Kingdom
$507K -$387K -9,030 -43%
CAN
618
Cetera Advisor Networks
California
$499K -$14.8K -345 -3%
CCA
619
Checchi Capital Advisers
California
$498K -$73.7K -1,719 -13%
IIM
620
Intact Investment Management
Quebec, Canada
$488K +$488K +11,400 New
OIA
621
Optimum Investment Advisors
Illinois
$487K -$29.9K -698 -6%
FRM
622
Fox Run Management
Connecticut
$480K +$480K +11,200 New
BFEC
623
Benjamin F. Edwards & Company
Missouri
$474K -$35.4K -825 -7%
MGIA
624
Moneta Group Investment Advisors
Missouri
$472K -$1.59K -37 -0.3%
AC
625
Abbrea Capital
California
$469K +$114K +2,660 +32%