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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 %
FWCM
601
Ferguson Wellman Capital Management
Oregon
$918K -$38K -704 -4%
RJT
602
Raymond James Trust
Florida
$916K +$119K +2,204 +15%
SM
603
Salzhauer Michael
$911K
IFWM
604
Institute for Wealth Management
Colorado
$908K +$94.8K +1,833 +12%
NIMI
605
Natixis Investment Managers International
France
$899K +$899K +16,655 New
FNFDCM
606
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$893K -$78.7K -1,460 -8%
KWA
607
KCS Wealth Advisory
California
$889K +$54.5K +1,010 +7%
CAN
608
Cetera Advisor Networks
California
$888K -$113K -2,107 -11%
AHC
609
Adell Harriman & Carpenter
Texas
$883K +$883K +16,371 New
STA
610
Summit Trail Advisors
New York
$876K -$38.3K -803 -4%
LCM
611
Leisure Capital Management
California
$873K -$294K -5,453 -25%
Verition Fund Management
612
Verition Fund Management
Connecticut
$871K +$871K +16,145 New
KI
613
Koch Industries
Kansas
$868K +$269K +4,986 +45%
HAG
614
HighPoint Advisor Group
Illinois
$860K +$18.2K +351 +2%
SPIA
615
Steward Partners Investment Advisory
New York
$859K +$80.2K +1,488 +10%
AC
616
Abbrea Capital
California
$849K +$69K +1,279 +9%
TCOT
617
Trust Company of Toledo
Ohio
$845K +$9.49K +176 +1%
BDS
618
Banco de Sabadell
Florida
$840K -$840K -15,717 -50%
SIC
619
Salem Investment Counselors
North Carolina
$830K -$2.65K -50 -0.3%
OIA
620
Optimum Investment Advisors
Illinois
$827K +$5.45K +101 +0.7%
CCM
621
Cullen Capital Management
New York
$820K
DPIM
622
Duff & Phelps Investment Management
Illinois
$816K -$22.7K -420 -3%
DAM
623
Delta Asset Management
Tennessee
$810K
CF
624
Centaurus Financial
California
$804K +$17.5K +325 +2%
IA
625
IFP Advisors
Florida
$802K