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Morgan Stanley

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
801
Sargent Bickham Lagudis
Colorado
$80K +$3.08K +72 +4%
WA
802
WFG Advisors
Texas
$79K -$13.6K -318 -15%
WCM
803
Wealthcare Capital Management
Virginia
$79K
MMG
804
Monetary Management Group
Missouri
$75K
DBT
805
Dubuque Bank & Trust
Iowa
$75K +$47.5K +1,109 +173%
OC
806
Oakworth Capital
Alabama
$72K +$53.2K +1,248 +284%
Capstone Investment Advisors
807
Capstone Investment Advisors
New York
$69K +$69K +1,612 New
RWG
808
Regal Wealth Group
California
$67K
FDCDDQ
809
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.7K +$66.7K +1,556 New
WTB
810
Washington Trust Bank
Washington
$60K +$51K +1,191 +564%
SAM
811
Security Asset Management
New York
$57K
AA
812
Apriem Advisors
California
$56K
CBT
813
Central Bank & Trust
Kentucky
$53K +$10.9K +253 +26%
ZB
814
Zions Bancorporation
Utah
$52K -$21.2K -483 -29%
WA
815
WealthTrust-Arizona
Arizona
$52K
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K
Carson Wealth (CWM LLC)
817
Carson Wealth (CWM LLC)
Nebraska
$51K +$46.8K +1,100 +1,100%
CCM
818
Cohen Capital Management
California
$51K +$51K +1,200 New
MPWT
819
MassMutual Private Wealth & Trust
Connecticut
$50.6K
SNT
820
Security National Trust
West Virginia
$48K
HIM
821
Hillsdale Investment Management
Ontario, Canada
$47K -$303K -7,100 -87%
TCM
822
Tradewinds Capital Management
Washington
$47K
CFA
823
Carroll Financial Associates
North Carolina
$47K +$85 +2 +0.2%
CAL
824
Capital Advisors Ltd
Ohio
$46K
KF
825
Krilogy Financial
Missouri
$46K