MS icon

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 %
BB
676
Bell Bank
North Dakota
$344K
PAM
677
Private Asset Management
California
$344K +$344K +8,020 New
AGM
678
Alpine Global Management
New York
$340K +$340K +7,933 New
EA
679
Edge Advisors
Georgia
$335K
HB
680
Homrich & Berg
Georgia
$328K +$85.7K +2,000 +35%
BP
681
Ballentine Partners
Massachusetts
$326K +$11K +256 +3%
AIM
682
Anchor Investment Management
South Carolina
$325K +$34.3K +800 +12%
NAMA
683
Nikko Asset Management Americas
New York
$321K
AAM
684
American Asset Management
Florida
$319K +$17.3K +405 +6%
KPCM
685
Kings Point Capital Management
New York
$315K
HPC
686
HM Payson & Co
Maine
$315K +$429 +10 +0.1%
BONST
687
Bank of Nova Scotia Trust
Ontario, Canada
$314K +$314K +7,340 New
PL
688
Parkwood LLC
Ohio
$312K +$312K +7,292 New
IWM
689
IHT Wealth Management
Illinois
$309K +$170K +4,071 +122%
WIS
690
Wright Investors Service
Connecticut
$308K +$30.6K +715 +11%
GLA
691
Great Lakes Advisors
Illinois
$307K +$307K +7,176 New
WIC
692
Woodmont Investment Counsel
Tennessee
$306K
SCM
693
SOL Capital Management
Maryland
$306K
SPIA
694
Steward Partners Investment Advisory
New York
$306K +$306K +7,159 New
SF
695
Synovus Financial
Georgia
$303K -$14.9K -348 -5%
PAG
696
Private Advisory Group
Washington
$302K +$84.1K +1,963 +39%
LC
697
Loews Corp
New York
$295K -$86.1K -2,012 -23%
Verition Fund Management
698
Verition Fund Management
Connecticut
$292K -$177K -4,122 -38%
MBI
699
Montrusco Bolton Investments
Quebec, Canada
$292K -$70.1K -1,639 -19%
GW
700
GW & Wade
Massachusetts
$292K -$51.5K -1,202 -15%