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Morgan Stanley

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Shares
Change %
QSS
626
Quantitative Systematic Strategies
Florida
$726K -$367K -7,747 -34%
KM
627
Kalos Management
Georgia
$724K +$724K +15,276 New
CCM
628
Cullen Capital Management
New York
$720K
GXMC
629
Global X Management Company
New York
$717K +$113K +2,389 +19%
SIC
630
Salem Investment Counselors
North Carolina
$714K -$28.4K -600 -4%
DAM
631
Delta Asset Management
Tennessee
$712K
OIA
632
Optimum Investment Advisors
Illinois
$703K -$23.6K -498 -3%
DPIM
633
Duff & Phelps Investment Management
Illinois
$702K -$14.7K -310 -2%
GWM
634
Geneos Wealth Management
Colorado
$700K
SWM
635
SeaCrest Wealth Management
New York
$693K +$2.8K +59 +0.4%
1SB
636
1ST Source Bank
Indiana
$691K -$12K -254 -2%
PGIM
637
Pacific Global Investment Management
California
$687K -$11K -233 -2%
MCM
638
MAI Capital Management
Ohio
$686K +$2.61K +55 +0.4%
IRC
639
Investors Research Corp
Georgia
$677K +$2.66K +56 +0.4%
WT
640
Washington Trust
Rhode Island
$676K +$284K +6,000 +73%
TA
641
Tiedemann Advisors
New York
$674K +$53.9K +1,135 +9%
FDCDDQ
642
Federation des caisses Desjardins du Quebec
Quebec, Canada
$673K -$9.53K -201 -1%
CAM
643
Carret Asset Management
New York
$671K -$14.2K -300 -2%
LOAME
644
Lombard Odier Asset Management (Europe)
United Kingdom
$668K +$2.18K +46 +0.3%
DSC
645
Duncker Streett & Co
Missouri
$660K +$142 +3 +0%
AHC
646
Adell Harriman & Carpenter
Texas
$659K -$117K -2,471 -15%
WIS
647
Wright Investors Service
Connecticut
$653K -$3.32K -70 -0.5%
GT
648
Greenleaf Trust
Michigan
$636K +$39.6K +836 +7%
WAM
649
Wealthspire Advisors (Maryland)
Maryland
$628K +$61K +1,286 +11%
FRM
650
Fox Run Management
Connecticut
$614K +$614K +12,957 New