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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 %
BDF
651
Balasa Dinverno & Foltz
$407K -$4.29K -100 -1%
TCOT
652
Trust Company of Toledo
Ohio
$406K
FCBT
653
First Citizens Bank & Trust
North Carolina
$406K +$1.46K +34 +0.4%
WS
654
Wedbush Securities
California
$404K +$30.3K +708 +8%
LC
655
Lourd Capital
California
$404K +$106K +2,482 +36%
Connor, Clark & Lunn Investment Management (CC&L)
656
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$399K +$399K +9,325 New
SAM
657
Silvercrest Asset Management
New York
$398K -$3.94K -92 -1%
RIG
658
Renaissance Investment Group
Massachusetts
$391K
MFW
659
Mosaic Family Wealth
Missouri
$391K +$103K +2,399 +36%
FTI
660
Fiduciary Trust International
Massachusetts
$390K
PMG
661
ProVise Management Group
Florida
$389K +$16.1K +375 +4%
GXMC
662
Global X Management Company
New York
$384K +$74.8K +1,745 +24%
ID
663
Integral Derivatives
New York
$380K -$928K -21,650 -71%
WA
664
WESPAC Advisors
California
$380K +$380K +8,874 New
GLRA
665
Gerald L. Ray & Associates
Texas
$378K
WAS
666
Winch Advisory Services
Wisconsin
$375K +$294K +6,871 +366%
LDB
667
Lee, Danner & Bass
Tennessee
$372K +$942 +22 +0.3%
WEC
668
Winslow Evans & Crocker
Massachusetts
$368K +$368K +8,600 New
ICOA
669
Investment Centers of America
North Dakota
$362K -$41.6K -978 -10%
Baird Financial Group
670
Baird Financial Group
Wisconsin
$360K +$106K +2,467 +42%
WT
671
Washington Trust
Rhode Island
$359K
VNA
672
Valley National Advisers
Pennsylvania
$357K +$36K +839 +11%
JIP
673
Jaffetilchin Investment Partners
Florida
$353K +$14.5K +339 +4%
FTIOP
674
Fiduciary Trust International of Pennsylvania
Pennsylvania
$351K +$42.9K +1,000 +14%
PCM
675
Perritt Capital Management
Illinois
$350K +$350K +8,175 New