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Morgan Stanley

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
651
Essex Financial Services
Connecticut
$710K -$56.1K -1,069 -7%
EGA
652
E&G Advisors
Texas
$708K +$157K +3,000 +29%
SSG
653
Summit Securities Group
New York
$708K +$372K +7,100 +111%
WAM
654
Wealthspire Advisors (Maryland)
Maryland
$701K -$14.5K -277 -2%
LC
655
Lourd Capital
California
$700K +$172K +3,274 +32%
HCM
656
Highbridge Capital Management
New York
$696K +$696K +13,265 New
AssetMark Inc
657
AssetMark Inc
California
$695K +$47.2K +899 +7%
BC
658
Banced Corp
Illinois
$691K -$26.3K -501 -4%
BRWA
659
B. Riley Wealth Advisors
Florida
$688K -$6.51K -124 -0.9%
SI
660
Stephens Inc
Arkansas
$685K -$36.2K -690 -5%
HMS
661
Hanseatic Management Services
New Mexico
$685K +$14.7K +280 +2%
FDCDDQ
662
Federation des caisses Desjardins du Quebec
Quebec, Canada
$681K +$56.8K +1,083 +9%
BCMO
663
Buckingham Capital Management (Ohio)
Ohio
$678K -$11.6K -220 -2%
ARMT
664
Amica Retiree Medical Trust
Rhode Island
$670K
ARM
665
Adirondack Research & Management
New York
$666K -$28.8K -550 -4%
MMPW
666
Mitchell McLeod Pugh & Williams
Alabama
$663K
WTFG
667
Wells Trecaso Financial Group
Ohio
$655K +$655K +12,474 New
DADC
668
D.A. Davidson & Co
Montana
$640K -$41.3K -788 -6%
CIP
669
Cornerstone Investment Partners
Georgia
$635K
GXMC
670
Global X Management Company
New York
$635K +$62.1K +1,184 +11%
TP
671
Truvvo Partners
New York
$629K
GT
672
Greenleaf Trust
Michigan
$614K +$38.5K +733 +7%
IIM
673
Intact Investment Management
Quebec, Canada
$598K
CC
674
Colrain Capital
Massachusetts
$593K -$1.16M -22,194 -66%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$587K +$6.51K +124 +1%