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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 %
EM
776
Excalibur Management
Massachusetts
$309K -$8.8K -163 -3%
MHS
777
M Holdings Securities
Oregon
$307K +$1.67K +31 +0.5%
LC
778
Loews Corp
New York
$305K -$40K -742 -12%
BSA
779
Braun Stacey Associates
New York
$302K
FFBTD
780
First Financial Bank - Trust Division
Ohio
$301K -$1.3K -24 -0.4%
PL
781
Perpetual Ltd
Australia
$297K
GCC
782
Game Creek Capital
Massachusetts
$297K +$297K +5,500 New
WPW
783
Winthrop Partners - WNY
New York
$297K
LNB
784
Ledyard National Bank
$295K -$33.2K -615 -10%
IWM
785
IHT Wealth Management
Illinois
$290K +$12.4K +236 +4%
LIC
786
Lodestar Investment Counsel
Illinois
$289K +$35.7K +660 +14%
BTW
787
Boston Trust Walden
Massachusetts
$285K +$285K +5,283 New
BAM
788
Berkshire Asset Management
Pennsylvania
$284K -$4.05K -75 -1%
VAM
789
Visionary Asset Management
Texas
$282K +$41.9K +788 +17%
EWM
790
Evermay Wealth Management
Virginia
$279K
JGIA
791
Jackson Grant Investment Advisers
Connecticut
$279K +$1.3K +24 +0.5%
HH
792
Hilltop Holdings
Texas
$277K +$277K +5,140 New
FG
793
Fiduciary Group
Georgia
$276K
WP
794
WMS Partners
Maryland
$271K +$271K +5,023 New
HCM
795
Highlander Capital Management
New Jersey
$270K +$131K +2,500 +94%
YWP
796
YorkBridge Wealth Partners
New York
$268K
AWE
797
Avidian Wealth Enterprises
Texas
$268K +$268K +4,968 New
BCM
798
Bayesian Capital Management
New York
$264K -$814K -15,100 -76%
JIP
799
Jaffetilchin Investment Partners
Florida
$264K -$726K -13,440 -73%
MA
800
MANA Advisors
New York
$262K +$262K +4,855 New