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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 %
LWM
726
Lyell Wealth Management
California
$344K -$32.7K -690 -9%
Qube Research & Technologies (QRT)
727
Qube Research & Technologies (QRT)
United Kingdom
$344K +$17.3K +364 +5%
BCM
728
Brown Capital Management
Maryland
$343K -$316K -6,680 -48%
BA
729
BKS Advisors
Michigan
$341K -$47.4K -1,000 -12%
PHS
730
Pekin Hardy Strauss
Illinois
$339K
SCM
731
SOL Capital Management
Maryland
$337K
PNC
732
Park National Corp
Ohio
$336K -$18.1K -382 -5%
PLFAM
733
Pineno Levin & Ford Asset Management
Virginia
$328K
ARMT
734
Amica Retiree Medical Trust
Rhode Island
$328K
AT
735
Arden Trust
Delaware
$323K +$37.3K +786 +13%
BONST
736
Bank of Nova Scotia Trust
Ontario, Canada
$318K -$1.89K -40 -0.6%
AL
737
Aspiriant LLC
California
$317K -$24.7K -521 -7%
VFA
738
Voya Financial Advisors
Connecticut
$315K -$27K -560 -8%
DWT
739
Dorsey & Whitney Trust
South Dakota
$315K +$8.8K +186 +3%
FCI
740
Financial Counselors Inc
Kansas
$314K
FMLI
741
Fukoku Mutual Life Insurance
Japan
$313K
CBOR
742
Community Bank of Raymore
Missouri
$310K
BO
743
Bach Option
Hong Kong
$310K +$310K +6,539 New
IB
744
Intrust Bank
Kansas
$309K -$1.04K -22 -0.3%
Mackenzie Financial
745
Mackenzie Financial
Ontario, Canada
$309K +$309K +6,526 New
CPC
746
Congress Park Capital
New York
$308K -$33.2K -701 -10%
IA
747
IFG Advisory
Georgia
$308K +$5.01K +106 +2%
BAS
748
Brown Advisory Securities
Maryland
$307K +$1.14K +24 +0.4%
HB
749
Homrich & Berg
Georgia
$304K
LSAG
750
Lake Street Advisors Group
New Hampshire
$302K -$35.8K -754 -11%