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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 %
KWMG
651
King Wealth Management Group
Florida
$691K -$55.5K -1,028 -7%
BCMO
652
Buckingham Capital Management (Ohio)
Ohio
$687K -$10.3K -190 -1%
GXMC
653
Global X Management Company
New York
$687K +$33.7K +625 +5%
FMWA
654
Forvis Mazars Wealth Advisors
Missouri
$686K -$91.7K -1,701 -12%
IAA
655
Independent Advisor Alliance
North Carolina
$684K +$243K +4,643 +55%
MMPW
656
Mitchell McLeod Pugh & Williams
Alabama
$682K
GT
657
Greenleaf Trust
Michigan
$679K +$47.2K +875 +7%
BCM
658
Bluefin Capital Management
New York
$675K +$374K +6,931 +124%
WOC
659
West Oak Capital
California
$672K -$78.2K -1,450 -10%
BC
660
Banced Corp
Illinois
$669K -$42.6K -789 -6%
CIP
661
Cornerstone Investment Partners
Georgia
$653K
TP
662
Truvvo Partners
New York
$648K
WAM
663
Wealthspire Advisors (Maryland)
Maryland
$645K -$75.5K -1,400 -10%
ID
664
Integral Derivatives
New York
$638K -$1.21M -22,450 -66%
CCA
665
Checchi Capital Advisers
California
$621K +$25.7K +476 +4%
WTFG
666
Wells Trecaso Financial Group
Ohio
$617K -$56.1K -1,040 -8%
Baird Financial Group
667
Baird Financial Group
Wisconsin
$598K +$98.8K +1,831 +20%
FPCP
668
Fort Point Capital Partners
California
$593K +$22.3K +414 +4%
IIM
669
Intact Investment Management
Quebec, Canada
$588K -$27K -500 -4%
OA
670
Oxbow Advisors
Texas
$567K -$5.4K -100 -0.9%
NA
671
NewEdge Advisors
Louisiana
$561K +$24.2K +460 +5%
AIM
672
Anchor Investment Management
South Carolina
$540K +$1.08K +20 +0.2%
ACM
673
Advent Capital Management
New York
$540K -$2.63M -48,693 -83%
EGA
674
E&G Advisors
Texas
$540K -$189K -3,500 -26%
IP
675
Intellectus Partners
California
$540K