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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 %
ARM
676
Adirondack Research & Management
New York
$539K -$146K -2,705 -21%
BDF
677
Balasa Dinverno & Foltz
$539K +$15.5K +287 +3%
SC
678
Savant Capital
Illinois
$537K -$7.82K -145 -1%
WIA
679
Wealthstreet Investment Advisors
Texas
$534K +$3.51K +65 +0.7%
BFEC
680
Benjamin F. Edwards & Company
Missouri
$527K -$76K -1,410 -13%
TSWM
681
Triangle Securities Wealth Management
North Carolina
$527K -$23.5K -435 -4%
WT
682
Whittier Trust
California
$527K
BFA
683
Beaumont Financial Advisors
Massachusetts
$526K +$3.08K +57 +0.6%
CA
684
Calton & Associates
Florida
$519K +$96.4K +1,784 +23%
AFP
685
Ausdal Financial Partners
Iowa
$513K -$25.3K -468 -5%
MGIA
686
Moneta Group Investment Advisors
Missouri
$513K +$26.1K +483 +5%
WS
687
Wedbush Securities
California
$506K -$25.6K -474 -5%
CI
688
Capital International
California
$505K
BOH
689
Bank of Hawaii
Hawaii
$504K -$344K -6,385 -41%
CMTU
690
Capital Markets Trading (UK)
United Kingdom
$502K +$502K +9,308 New
BAM
691
Belpointe Asset Management
Nevada
$499K +$499K +9,250 New
AssetMark Inc
692
AssetMark Inc
California
$489K -$226K -4,191 -32%
RIG
693
Renaissance Investment Group
Massachusetts
$483K
WG
694
Winton Group
United Kingdom
$482K -$103K -1,904 -18%
RP
695
Reinhart Partners
Wisconsin
$479K -$4.05K -75 -0.8%
LDB
696
Lee, Danner & Bass
Tennessee
$478K
HHGA
697
Halbert Hargrove Global Advisors
California
$472K +$472K +8,752 New
PAG
698
Private Advisory Group
Washington
$466K +$7.94K +147 +2%
HPWM
699
Highland Private Wealth Management
Washington
$466K +$466K +8,629 New
VNA
700
Valley National Advisers
Pennsylvania
$463K +$32.1K +595 +7%