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Morgan Stanley

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
676
Cipher Capital
New York
$525K -$2.9M -61,114 -85%
IIM
677
Intact Investment Management
Quebec, Canada
$517K
PTC
678
Private Trust Company
Ohio
$515K +$515K +10,882 New
BTNA
679
Bremer Trust National Association
Minnesota
$513K -$803K -16,953 -61%
SW
680
SVB Wealth
Massachusetts
$507K -$103K -2,177 -17%
BDF
681
Balasa Dinverno & Foltz
$505K +$32.1K +677 +7%
MGIA
682
Moneta Group Investment Advisors
Missouri
$500K +$49.8K +1,050 +11%
BOH
683
Bank of Hawaii
Hawaii
$486K +$43.3K +915 +10%
LCM
684
Leisure Capital Management
California
$484K -$283K -5,973 -37%
IP
685
Intellectus Partners
California
$475K
WIA
686
Wealthstreet Investment Advisors
Texas
$469K
SC
687
SRB Corp
Massachusetts
$469K +$289K +6,097 +161%
SC
688
Savant Capital
Illinois
$467K -$4.88K -103 -1%
BFEC
689
Benjamin F. Edwards & Company
Missouri
$463K
WT
690
Whittier Trust
California
$463K
MA
691
MANA Advisors
New York
$463K +$233K +4,907 +101%
AWM
692
Altium Wealth Management
New York
$457K +$105K +2,206 +30%
TSWM
693
Triangle Securities Wealth Management
North Carolina
$447K -$15.9K -335 -3%
CI
694
Capital International
California
$444K
WS
695
Wedbush Securities
California
$440K -$4.22K -89 -0.9%
TCOV
696
Trust Company of Vermont
Vermont
$439K +$74.1K +1,561 +20%
SFS
697
Sowell Financial Services
Arkansas
$433K +$32.2K +680 +8%
VNA
698
Valley National Advisers
Pennsylvania
$429K +$22.1K +466 +5%
RIG
699
Renaissance Investment Group
Massachusetts
$424K
SMFG
700
Sumitomo Mitsui Financial Group
Japan
$422K +$422K +8,730 New