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Morgan Stanley

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
726
San Francisco Sentry Investment Group
California
$265K +$265K +5,944 New
EA
727
Edge Advisors
Georgia
$260K -$87.5K -1,975 -25%
GWM
728
Geneos Wealth Management
Colorado
$260K -$3.16K -71 -1%
IAA
729
Independent Advisor Alliance
North Carolina
$258K +$13.6K +296 +6%
FHA
730
First Horizon Advisors
Tennessee
$257K +$137K +2,985 +115%
FFBTD
731
First Financial Bank - Trust Division
Ohio
$255K +$13.6K +306 +6%
BAM
732
Berkshire Asset Management
Pennsylvania
$252K +$16K +359 +7%
HB
733
Homrich & Berg
Georgia
$251K -$90.2K -2,024 -26%
SRC
734
Shufro Rose & Co
New York
$250K
SOADOR
735
State of Alaska Department of Revenue
Alaska
$249K +$124K +2,780 +99%
MHS
736
M Holdings Securities
Oregon
$247K +$17.5K +393 +8%
DG
737
Davidson & Garrard
Virginia
$246K +$5.34K +120 +2%
ADL
738
Asset Dedication LLC
California
$244K
AFP
739
Ausdal Financial Partners
Iowa
$242K -$20.1K -450 -8%
NA
740
NewEdge Advisors
Louisiana
$242K +$242K +5,262 New
KWM
741
Kingsview Wealth Management
Oregon
$241K +$29K +650 +14%
S
742
SignatureFD
Georgia
$240K +$21.1K +472 +10%
YWP
743
YorkBridge Wealth Partners
New York
$239K -$7.24K -159 -3%
SFG
744
SevenBridge Financial Group
Pennsylvania
$239K
AP
745
Appleton Partners
Massachusetts
$238K
EWM
746
Evermay Wealth Management
Virginia
$231K
VF
747
Virtu Financial
New York
$231K +$231K +5,177 New
CIAN
748
Capstone Investment Advisors (Netherlands)
New York
$231K +$231K +5,184 New
BBHC
749
Brown Brothers Harriman & Co
New York
$229K -$21.1K -475 -8%
FG
750
Fiduciary Group
Georgia
$228K