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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 %
EFS
626
Essex Financial Services
Connecticut
$467K -$139K -3,250 -23%
CIA
627
Capital Investment Advisors
Georgia
$465K +$31K +724 +7%
Fiera Capital (Canada)
628
Fiera Capital (Canada)
Quebec, Canada
$463K -$1.83M -42,700 -80%
TSWM
629
Triangle Securities Wealth Management
North Carolina
$462K -$5.79K -135 -1%
BRWA
630
B. Riley Wealth Advisors
Florida
$460K +$65K +1,518 +16%
AI
631
Atria Investments
North Carolina
$457K +$63.3K +1,476 +16%
NFA
632
Nuveen Fund Advisors
Illinois
$448K +$25.9K +605 +6%
FMWA
633
Forvis Mazars Wealth Advisors
Missouri
$445K +$39.7K +928 +10%
ASN
634
Advisory Services Network
Georgia
$439K +$439K +10,242 New
LWM
635
Lyell Wealth Management
California
$435K -$37.7K -880 -8%
AGA
636
Accuvest Global Advisors
Utah
$432K +$432K +10,086 New
EWM
637
Evercore Wealth Management
New York
$430K +$254K +5,927 +145%
ZDA
638
Zweig-DiMenna Associates
New York
$428K -$8.19M -191,307 -95%
IP
639
Intellectus Partners
California
$428K
NJBEST
640
New Jersey Better Educational Savings Trust
New Jersey
$428K +$428K +10,000 New
TU
641
TDAM USA
Ontario, Canada
$426K +$17K +396 +4%
ZIM
642
Zacks Investment Management
Illinois
$424K +$424K +9,903 New
NFG
643
Next Financial Group
Texas
$421K -$228K -5,262 -35%
WT
644
Whittier Trust
California
$419K
WMSA
645
Weiss Multi-Strategy Advisers
New York
$417K +$417K +9,737 New
GC
646
Guardian Capital
Ontario, Canada
$415K -$15.7K -367 -4%
SC
647
Savant Capital
Illinois
$415K +$3.3K +77 +0.8%
BFA
648
Beaumont Financial Advisors
Massachusetts
$415K +$6.86K +160 +2%
TCM
649
Teza Capital Management
Illinois
$411K +$158K +3,687 +62%
RP
650
Reinhart Partners
Wisconsin
$408K +$408K +9,535 New