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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 %
WOC
676
West Oak Capital
California
$436K
IB
677
Intrust Bank
Kansas
$429K +$174K +3,964 +68%
NA
678
NewEdge Advisors
Louisiana
$428K -$70.6K -1,610 -14%
WT
679
Whittier Trust
California
$428K
SI
680
Stephens Inc
Arkansas
$428K +$26.7K +611 +7%
TCOV
681
Trust Company of Vermont
Vermont
$421K -$3.37K -77 -0.8%
SC
682
Savant Capital
Illinois
$420K +$9.73K +222 +2%
SDAM
683
Shulman DeMeo Asset Management
New York
$417K +$1.97K +45 +0.5%
AssetMark Inc
684
AssetMark Inc
California
$417K +$128K +2,936 +45%
ISL
685
Ingalls & Snyder LLC
New York
$411K
CI
686
Capital International
California
$410K
OFS
687
OneAscent Financial Services
Alabama
$410K +$410K +9,364 New
AIM
688
Anchor Investment Management
South Carolina
$409K -$14.7K -335 -3%
OIA
689
Optimum Investment Advisors
Illinois
$408K +$88 +2 +0%
CFGS
690
Concourse Financial Group Securities
Alabama
$406K +$28.3K +645 +7%
CG
691
Caprock Group
Idaho
$402K -$38K -869 -9%
BFEC
692
Benjamin F. Edwards & Company
Missouri
$402K -$20.4K -467 -5%
CFB
693
Cullen/Frost Bankers
Texas
$400K -$149K -3,413 -27%
RIG
694
Renaissance Investment Group
Massachusetts
$400K
CAG
695
Csenge Advisory Group
Florida
$398K -$23.3K -532 -6%
AC
696
Abbrea Capital
California
$396K -$20.4K -465 -5%
EGA
697
E&G Advisors
Texas
$394K -$39.4K -900 -9%
LB
698
Legacy Bridge
Iowa
$393K
FVCM
699
F&V Capital Management
Florida
$392K
RTC
700
Riverview Trust Company
Washington
$387K