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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 %
1SB
626
1ST Source Bank
Indiana
$801K -$2.48K -46 -0.3%
GWM
627
Geneos Wealth Management
Colorado
$797K +$56K +1,039 +8%
PGIM
628
Pacific Global Investment Management
California
$794K -$6.2K -115 -0.8%
Mariner
629
Mariner
Kansas
$790K +$790K +14,650 New
SWM
630
SeaCrest Wealth Management
New York
$785K -$27K -500 -3%
AIM
631
Assured Investment Management
New York
$784K -$4.77M -88,515 -86%
CAM
632
Carret Asset Management
New York
$780K -$12.1K -225 -2%
MCM
633
MAI Capital Management
Ohio
$778K +$778K +14,426 New
FDCDDQ
634
Federation des caisses Desjardins du Quebec
Quebec, Canada
$777K +$77.3K +1,433 +11%
IRC
635
Investors Research Corp
Georgia
$768K -$32.4K -600 -4%
HMS
636
Hanseatic Management Services
New Mexico
$763K +$58.6K +1,086 +8%
LOAME
637
Lombard Odier Asset Management (Europe)
United Kingdom
$758K -$97.3K -1,804 -11%
PG
638
Pendal Group
Australia
$754K -$251K -4,660 -25%
BCM
639
Brown Capital Management
Maryland
$751K -$33.4K -620 -4%
DSC
640
Duncker Streett & Co
Missouri
$751K +$162 +3 +0%
WIS
641
Wright Investors Service
Connecticut
$747K +$3.46K +64 +0.5%
SEC
642
Seven Eight Capital
New York
$739K -$4.23M -78,500 -85%
BRWA
643
B. Riley Wealth Advisors
Florida
$737K +$29.3K +542 +4%
LC
644
Lourd Capital
California
$722K +$1.73K +32 +0.2%
DADC
645
D.A. Davidson & Co
Montana
$711K +$53K +983 +8%
EFS
646
Essex Financial Services
Connecticut
$708K -$21.3K -395 -3%
TA
647
Tiedemann Advisors
New York
$705K +$705K +13,063 New
SW
648
SVB Wealth
Massachusetts
$694K -$83K -1,538 -11%
SF
649
Synovus Financial
Georgia
$694K +$207K +3,834 +42%
OIM
650
Orca Investment Management
Oregon
$692K -$413K -7,655 -37%