MS icon

Morgan Stanley

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M
Name Holding Trade Value Shares
Change
Shares
Change %
EM
726
Excalibur Management
Massachusetts
$255K
FCI
727
Financial Counselors Inc
Kansas
$254K +$254K +5,932 New
GWM
728
Geneos Wealth Management
Colorado
$253K -$53.2K -1,242 -17%
PTC
729
Petrus Trust Company
Texas
$253K +$14.8K +346 +6%
TI
730
Turner Investments
Pennsylvania
$252K -$11.1K -260 -4%
AFP
731
Ausdal Financial Partners
Iowa
$252K +$2.7K +63 +1%
FDS
732
First Dallas Securities
Texas
$251K -$210K -4,900 -46%
NIT
733
NumerixS Investment Technologies
British Columbia, Canada
$251K +$251K +5,858 New
AB
734
AT Bancorp
Iowa
$248K +$21.1K +491 +9%
SEIA
735
Signature Estate & Investment Advisors
California
$242K +$242K +5,640 New
SCA
736
Snowden Capital Advisors
New York
$242K +$242K +5,645 New
BBHC
737
Brown Brothers Harriman & Co
New York
$241K +$130K +3,039 +118%
SRC
738
Shufro Rose & Co
New York
$240K
SFS
739
Sowell Financial Services
Arkansas
$240K +$88.8K +2,078 +59%
PL
740
Perpetual Ltd
Australia
$240K +$240K +5,700 New
GLI
741
Guardian Life Insurance
New York
$238K +$1.07K +25 +0.5%
III
742
Independent Investors Inc
New York
$237K
YWP
743
YorkBridge Wealth Partners
New York
$234K -$9.05K -209 -4%
ADL
744
Asset Dedication LLC
California
$234K
QSS
745
Quantitative Systematic Strategies
Florida
$232K -$264K -6,167 -53%
DG
746
Davidson & Garrard
Virginia
$232K -$17.2K -400 -7%
FFBTD
747
First Financial Bank - Trust Division
Ohio
$232K
PCM
748
Prelude Capital Management
New York
$232K +$232K +5,417 New
AP
749
Appleton Partners
Massachusetts
$229K -$2.66K -62 -1%
BAM
750
Berkshire Asset Management
Pennsylvania
$227K