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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 %
FPCP
701
Fort Point Capital Partners
California
$413K -$107K -2,268 -21%
HHGA
702
Halbert Hargrove Global Advisors
California
$413K -$1.56K -33 -0.4%
VF
703
Virtu Financial
New York
$411K +$411K +8,673 New
LDB
704
Lee, Danner & Bass
Tennessee
$410K -$9.48K -200 -2%
EGA
705
E&G Advisors
Texas
$403K -$71.1K -1,500 -15%
RP
706
Reinhart Partners
Wisconsin
$403K -$18K -380 -4%
CIM
707
CIM Investment Management
Pennsylvania
$401K +$401K +8,462 New
EHWM
708
Eads & Heald Wealth Management
Georgia
$392K -$12.6K -265 -3%
SAM
709
Silvercrest Asset Management
New York
$389K -$9.48K -200 -2%
FIB
710
First Interstate Bank
Montana
$387K
VCA
711
Verdence Capital Advisors
Maryland
$384K -$4.64K -98 -1%
PCM
712
Perritt Capital Management
Illinois
$383K
FHA
713
First Horizon Advisors
Tennessee
$383K +$45.6K +962 +14%
BB
714
Bell Bank
North Dakota
$381K +$48.8K +1,031 +15%
MIFH
715
Migdal Insurance & Financial Holdings
Israel
$375K +$371K +7,822 +8,411%
AFP
716
Ausdal Financial Partners
Iowa
$373K -$77.8K -1,641 -17%
HPC
717
HM Payson & Co
Maine
$371K +$16.8K +355 +5%
EIP
718
Epoch Investment Partners
New York
$364K -$69.7K -1,470,983 -16%
AssetMark Inc
719
AssetMark Inc
California
$363K -$66.2K -1,397 -15%
RWP
720
RWA Wealth Partners
Massachusetts
$362K +$15.2K +320 +4%
CB
721
Community Bank
New York
$361K +$204K +4,312 +130%
SPC
722
Sigma Planning Corp
Michigan
$357K +$12.1K +256 +4%
CIA
723
Capital Investment Advisors
Georgia
$353K +$9.33K +197 +3%
AIM
724
Allen Investment Management
New York
$350K
S
725
SignatureFD
Georgia
$345K -$46.8K -987 -12%