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Morgan Stanley

764 hedge funds and large institutions have $38.9B invested in Morgan Stanley in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 273 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
-50
Holders Change %
-6.14%
% of All Funds
20.39%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.37%
New
71
Increased
326
Reduced
273
Closed
110
Calls
$583M
Puts
$1.1B
Net Calls
-$522M
Net Calls Change
+$412M
Name Holding Trade Value Shares
Change
Shares
Change %
PG
651
Patten Group
Tennessee
$87.3K
FHA
652
First Horizon Advisors
Tennessee
$86K +$53.5K +2,063 +165%
AWM
653
Avior Wealth Management
Nebraska
$80K
TF
654
Tompkins Financial
New York
$79K
AIM
655
Acrospire Investment Management
Illinois
$78K +$78K +3,100 New
CB
656
Community Bank
New York
$76K -$1.25K -50 -2%
PFBT
657
Parkside Financial Bank & Trust
Missouri
$75K -$11.6K -464 -13%
WAS
658
WESPAC Advisors SoCal
California
$73K -$411K -16,450 -85%
ECM
659
Estabrook Capital Management
New York
$72.7K -$19.8K -790 -21%
IWM
660
Integrated Wealth Management
California
$72K -$36K -1,431 -33%
HCM
661
Highlander Capital Management
New Jersey
$69K
WA
662
WFG Advisors
Texas
$64K +$3K +120 +5%
MMG
663
Monetary Management Group
Missouri
$63K
SBL
664
Sargent Bickham Lagudis
Colorado
$60K +$60K +2,400 New
S
665
SignatureFD
Georgia
$59K +$1.27K +51 +2%
MBT
666
Monroe Bank & Trust
Michigan
$58K +$8.41K +338 +17%
ATC
667
Adirondack Trust Company
New York
$51K
FQ
668
First Quadrant
California
$48K -$831K -32,900 -95%
WCM
669
Wealthcare Capital Management
Virginia
$46K
KA
670
Klingman & Associates
New York
$42K
ZB
671
Zions Bancorporation
Utah
$41K -$24.6K -948 -37%
TFA
672
Transamerica Financial Advisors
Florida
$40K -$3.44K -137 -8%
RWG
673
Regal Wealth Group
California
$39K
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$37.2K -$2.07M -82,606 -98%
BC
675
Bartlett & Co
Ohio
$36K +$17.7K +700 +97%