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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 %
EHWM
701
Eads & Heald Wealth Management
Georgia
$460K -$6.21K -115 -1%
SAM
702
Silvercrest Asset Management
New York
$454K -$20.9K -387 -4%
CFG
703
Citizens Financial Group
Rhode Island
$448K -$14.2K -264 -3%
WC
704
Wexford Capital
Florida
$447K +$447K +8,280 New
WT
705
Washington Trust
Rhode Island
$446K -$4.59K -85 -1%
PCM
706
Perritt Capital Management
Illinois
$446K
S
707
SignatureFD
Georgia
$446K +$36.8K +681 +9%
VCA
708
Verdence Capital Advisors
Maryland
$443K -$216 -4 -0%
BA
709
BKS Advisors
Michigan
$442K +$442K +8,200 New
FIB
710
First Interstate Bank
Montana
$440K -$4.85K -90 -1%
SFS
711
Sowell Financial Services
Arkansas
$438K -$41.7K -806 -9%
CAM
712
CenterStar Asset Management
Illinois
$429K -$11K
LWM
713
Lyell Wealth Management
California
$428K -$32.3K -600 -7%
IWP
714
Icon Wealth Partners
Texas
$423K -$145K -2,686 -26%
TCOV
715
Trust Company of Vermont
Vermont
$415K
BFM
716
Boothbay Fund Management
New York
$410K +$141K +2,611 +52%
SM
717
Sciencast Management
New Jersey
$404K +$404K +7,590 New
HPC
718
HM Payson & Co
Maine
$403K +$51K +947 +14%
PNC
719
Park National Corp
Ohio
$402K +$57.7K +1,070 +17%
AWM
720
Altium Wealth Management
New York
$401K +$43.2K +801 +12%
AIM
721
Allen Investment Management
New York
$398K +$398K +7,380 New
RWP
722
RWA Wealth Partners
Massachusetts
$394K
SPC
723
Sigma Planning Corp
Michigan
$392K +$16.2K +300 +4%
CIA
724
Capital Investment Advisors
Georgia
$391K -$182K -3,376 -32%
WIC
725
Woodmont Investment Counsel
Tennessee
$390K -$16.8K -312 -4%