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Morgan Stanley

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
751
Procyon Advisors
Connecticut
$253K -$60.7K -1,781 -19%
EF
752
Empirical Finance
Pennsylvania
$253K +$85.7K +2,516 +51%
CA
753
Cetera Advisors
Colorado
$252K +$37.1K +1,090 +17%
EB
754
Eastern Bank
Massachusetts
$249K -$80.8K -2,369 -24%
VC
755
Veracity Capital
Georgia
$249K -$9.28K -273 -4%
CB
756
Community Bank
New York
$249K -$4.11K -121 -2%
VFPI
757
Vantage Financial Partners (Illinois)
Illinois
$248K
SWP
758
Strategic Wealth Partners
Ohio
$248K
LJAC
759
L.J. Altfest & Co
New York
$248K +$248K +7,303 New
WIC
760
Woodmont Investment Counsel
Tennessee
$246K
I
761
IberiaBank
Louisiana
$245K +$22.6K +665 +10%
AIM
762
Anchor Investment Management
South Carolina
$244K -$13.6K -400 -5%
AIM
763
Allen Investment Management
New York
$243K +$8.94K +263 +4%
SM
764
Salzhauer Michael
$242K -$320K -9,431 -57%
VFA
765
Voya Financial Advisors
Connecticut
$242K +$17.7K +509 +8%
IIC
766
Integrated Investment Consultants
Michigan
$241K -$167K -4,901 -41%
III
767
Independent Investors Inc
New York
$241K
SWA
768
Stratos Wealth Advisors
Ohio
$240K +$1.33K +39 +0.6%
FG
769
Fiduciary Group
Georgia
$238K
FCI
770
Financial Counselors Inc
Kansas
$238K +$33K +970 +16%
AIM
771
Axiom Investment Management
New York
$238K +$238K +7,000 New
BOH
772
Bank of Hawaii
Hawaii
$236K +$70.7K +2,079 +43%
I2I
773
Insight 2811 Inc
Illinois
$235K -$297K -8,740 -56%
ASN
774
Advisory Services Network
Georgia
$234K +$40.4K +1,185 +21%
NNP
775
Nachman Norwood & Parrott
South Carolina
$229K -$37.5K -1,104 -14%