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Morgan Stanley

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
651
Cornerstone Investment Partners
Georgia
$536K +$6.08K +139 +1%
CG
652
Cynosure Group
Utah
$530K +$530K +12,097 New
PA
653
Parallel Advisors
California
$529K +$22.6K +515 +4%
DIA
654
Davidson Investment Advisors
Montana
$524K -$6.11M -139,535 -92%
MYIA
655
Mount Yale Investment Advisors
Colorado
$517K -$18.5K -456 -3%
TCOT
656
Trust Company of Toledo
Ohio
$514K -$107K -2,445 -17%
OIM
657
Orca Investment Management
Oregon
$508K -$8.55K -195 -2%
TSWM
658
Triangle Securities Wealth Management
North Carolina
$508K +$12.8K +295 +3%
CGL
659
Clarius Group LLC
Washington
$496K +$88.8K +2,027 +22%
HT
660
HAP Trading
New York
$488K +$22.6K +516 +5%
TF
661
TLWM Financial
Texas
$487K -$14.8K -335 -3%
MGIA
662
Moneta Group Investment Advisors
Missouri
$482K +$307 +7 +0.1%
CCA
663
Checchi Capital Advisers
California
$477K -$5.04K -115 -1%
MC
664
Muhlenkamp & Co
Pennsylvania
$473K
DAS
665
Dynamic Advisor Solutions
Arizona
$470K +$25K +570 +6%
WIA
666
Wealthstreet Investment Advisors
Texas
$468K -$44.6K -1,018 -9%
LC
667
Lourd Capital
California
$467K +$10.2K +233 +2%
TP
668
Truvvo Partners
New York
$466K +$466K +10,623 New
PWP
669
Principle Wealth Partners
Connecticut
$462K
SS
670
Simplicity Solutions
Minnesota
$461K +$46.7K +1,064 +11%
NERM
671
New England Research & Management
Illinois
$455K -$39.5K -900 -8%
FIB
672
First Interstate Bank
Montana
$450K +$42K +959 +10%
KWMG
673
King Wealth Management Group
Florida
$443K
SPC
674
Sigma Planning Corp
Michigan
$443K +$42.6K +971 +11%
EC
675
EJF Capital
Virginia
$438K