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Morgan Stanley

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
751
Next Financial Group
Texas
$350K -$28.9K -536 -8%
DWT
752
Dorsey & Whitney Trust
South Dakota
$349K -$3.18K -59 -0.9%
BAS
753
Brown Advisory Securities
Maryland
$347K +$347K +6,431 New
HB
754
Homrich & Berg
Georgia
$346K -$432 -8 -0.1%
IA
755
IFG Advisory
Georgia
$345K +$4.41K +82 +1%
BP
756
Ballentine Partners
Massachusetts
$345K +$5.35K +99 +2%
WBG
757
Wharton Business Group
Pennsylvania
$341K -$5.13K -95 -1%
CIC
758
Crawford Investment Counsel
Georgia
$340K +$54 +1 +0%
CG
759
Colony Group
Massachusetts
$337K -$431 -8 -0.1%
EA
760
Edge Advisors
Georgia
$335K -$3.88K -72 -1%
SFSIG
761
San Francisco Sentry Investment Group
California
$333K
PK
762
Pflug Koory
Nebraska
$331K
NPF
763
Norris Perne & French
Michigan
$331K
SFA
764
Sequoia Financial Advisors
Ohio
$329K -$5.62M -104,007 -94%
PBO
765
Peoples Bank (Ohio)
Ohio
$325K -$11.6K -215 -3%
AT
766
Arden Trust
Delaware
$324K -$57.3K -1,064 -15%
WPP
767
Whalerock Point Partners
Rhode Island
$324K
AEPG
768
American Economic Planning Group
New Jersey
$322K +$7.18K +133 +2%
BCM
769
Beck Capital Management
Texas
$322K +$322K +5,961 New
PA
770
Parallel Advisors
California
$319K +$1.46K +27 +0.5%
ADL
771
Asset Dedication LLC
California
$319K +$22.6K +417 +8%
TAM
772
Tiverton Asset Management
Delaware
$318K -$647K -11,993 -67%
PCG
773
Private Capital Group
Connecticut
$314K +$48.9K +905 +18%
CS
774
Comerica Securities
Michigan
$311K +$594 +11 +0.2%
MCM
775
Marathon Capital Management
Maryland
$310K +$59.4K +1,102 +24%