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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 %
WPW
776
Winthrop Partners - WNY
New York
$264K
PCM
777
Poehling Capital Management
Wisconsin
$263K -$52.1K -1,100 -17%
BSA
778
Braun Stacey Associates
New York
$262K -$3.56K -75 -1%
PL
779
Perpetual Ltd
Australia
$261K
GCC
780
Game Creek Capital
Massachusetts
$261K
CIC
781
Crawford Investment Counsel
Georgia
$260K -$38.5K -813 -13%
TCM
782
Teza Capital Management
Illinois
$258K -$2.37M -50,014 -90%
BBP
783
Banco BTG Pactual
Brazil
$255K +$255K +5,387 New
SFA
784
Sequoia Financial Advisors
Ohio
$254K -$34.2K -722 -12%
VAM
785
Visionary Asset Management
Texas
$254K +$2.33K +49 +0.9%
AWM
786
AE Wealth Management
Kansas
$253K +$40.7K +857 +19%
BTW
787
Boston Trust Walden
Massachusetts
$250K
JGIA
788
Jackson Grant Investment Advisers
Connecticut
$246K +$1.14K +24 +0.5%
BAM
789
Berkshire Asset Management
Pennsylvania
$245K -$3.79K -80 -2%
EWM
790
Evermay Wealth Management
Virginia
$245K
FG
791
Fiduciary Group
Georgia
$243K
LPC
792
Loeb Partners Corp
New York
$242K +$242K +5,100 New
IWM
793
IHT Wealth Management
Illinois
$239K -$22K -463 -8%
HCM
794
Highlander Capital Management
New Jersey
$239K -$4.73K -100 -2%
WP
795
WMS Partners
Maryland
$236K -$2.33K -49 -1%
YWP
796
YorkBridge Wealth Partners
New York
$236K
AWE
797
Avidian Wealth Enterprises
Texas
$235K
SFP
798
Shepherd Financial Partners
Massachusetts
$235K +$235K +4,931 New
JIP
799
Jaffetilchin Investment Partners
Florida
$232K
CAW
800
Cornerstone Advisors (Washington)
Washington
$232K +$58K +1,224 +33%