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Morgan Stanley

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
676
Citizens Financial Group
Rhode Island
$382K +$146K +3,275 +62%
EWM
677
Evercore Wealth Management
New York
$372K -$74.2K -1,668 -17%
WT
678
Washington Trust
Rhode Island
$372K -$1.2K -27 -0.3%
TG
679
TLP Group
Illinois
$365K +$62.6K +1,406 +21%
PMG
680
ProVise Management Group
Florida
$361K -$44.1K -990 -11%
PCM
681
Perritt Capital Management
Illinois
$360K -$4.46K -100 -1%
BB
682
Bell Bank
North Dakota
$358K
PAM
683
Private Asset Management
California
$357K
VNA
684
Valley National Advisers
Pennsylvania
$355K -$15.8K -354 -4%
FIB
685
First Interstate Bank
Montana
$355K +$122K +2,739 +52%
Verition Fund Management
686
Verition Fund Management
Connecticut
$354K +$50.9K +1,142 +17%
TCOV
687
Trust Company of Vermont
Vermont
$346K +$65.1K +1,460 +23%
WIC
688
Woodmont Investment Counsel
Tennessee
$336K +$13.9K +312 +4%
NAMA
689
Nikko Asset Management Americas
New York
$334K
AAM
690
American Asset Management
Florida
$332K +$267 +6 +0.1%
HPC
691
HM Payson & Co
Maine
$332K +$4.72K +106 +1%
Wolverine Trading
692
Wolverine Trading
Illinois
$330K -$1.56M -34,893 -83%
KPCM
693
Kings Point Capital Management
New York
$328K
BONST
694
Bank of Nova Scotia Trust
Ontario, Canada
$328K +$669 +15 +0.2%
GT
695
Greenleaf Trust
Michigan
$327K +$48.5K +1,089 +17%
PL
696
Parkwood LLC
Ohio
$325K
BP
697
Ballentine Partners
Massachusetts
$323K -$36.8K -778 -10%
MC
698
Muhlenkamp & Co
Pennsylvania
$323K +$33.5K +752 +12%
SCM
699
SOL Capital Management
Maryland
$318K
PCMM
700
Private Capital Management (Minnesota)
Minnesota
$305K +$24.5K +550 +9%