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Morgan Stanley

814 hedge funds and large institutions have $50.9B invested in Morgan Stanley in 2015 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 254 increasing their positions, 326 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+11
Holders Change %
+1.37%
% of All Funds
21.38%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.63%
New
102
Increased
254
Reduced
326
Closed
83
Calls
$622M
Puts
$1.56B
Net Calls
-$933M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
726
Wealthcare Capital Management
Virginia
$58K
TFA
727
Transamerica Financial Advisors
Florida
$56K
KA
728
Klingman & Associates
New York
$54K
ATC
729
Adirondack Trust Company
New York
$52K +$12.5K +493 +32%
AssetMark Inc
730
AssetMark Inc
California
$50K +$47.8K +1,505 +2,181%
RWG
731
Regal Wealth Group
California
$50K +$50K +1,568 New
AA
732
Apriem Advisors
California
$48K +$6.4K +200 +15%
BBPWM
733
Blue Bell Private Wealth Management
Pennsylvania
$42K -$3.2K -100 -7%
WTB
734
Washington Trust Bank
Washington
$42K
FHA
735
First Horizon Advisors
Tennessee
$40K -$79K -2,474 -66%
WA
736
WealthTrust-Arizona
Arizona
$39K
TRCT
737
Tower Research Capital (TRC)
New York
$38K -$402K -12,790 -91%
TCM
738
Tradewinds Capital Management
Washington
$38K
SNT
739
Security National Trust
West Virginia
$38K
ASN
740
Advisory Services Network
Georgia
$36K +$2.21K +70 +7%
CAL
741
Capital Advisors Ltd
Ohio
$34K
EP
742
Edinburgh Partners
United Kingdom
$34K
ACS
743
Archford Capital Strategies
Illinois
$34K +$34K +1,054 New
EFSCE
744
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
MCM
745
MV Capital Management
Maryland
$32K
CFA
746
Carroll Financial Associates
North Carolina
$31K +$3.42K +110 +12%
FCCM
747
First City Capital Management
Georgia
$30.6K -$38.2K -1,200 -56%
WTC
748
WhitTier Trust Company
Nevada
$28K
BWA
749
Burt Wealth Advisors
Maryland
$28K
VNA
750
Valley National Advisers
Pennsylvania
$27K