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Morgan Stanley

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
801
First Personal Financial Services
North Carolina
$77K -$77.5K -1,750 -50%
OC
802
Oakworth Capital
Alabama
$75K
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K -$18.1K -405 -20%
RWG
804
Regal Wealth Group
California
$70K
PHK
805
Point72 Hong Kong
Hong Kong
$68K +$68K +1,523 New
HFM
806
Harvest Fund Management
China
$63K +$63K +1,420 New
AIM
807
Acrospire Investment Management
Illinois
$62K +$26.6K +600 +75%
EWM
808
Edge Wealth Management
New York
$60K -$450K -9,750 -88%
FCMT
809
Founders Capital Management (Texas)
Texas
$60K +$26.9K +600 +81%
SAM
810
Security Asset Management
New York
$59K
SGAM
811
Smith Group Asset Management
Texas
$58K -$26.8K -600 -32%
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K
WEC
813
Winslow Evans & Crocker
Massachusetts
$54.6K -$314K -7,325 -85%
WA
814
WealthTrust-Arizona
Arizona
$54K
BL
815
Balentine LLC
Georgia
$54K +$21.2K +473 +65%
OAMG
816
Odey Asset Management Group
United Kingdom
$53K -$2.65M -60,000 -98%
PG
817
Patten Group
Tennessee
$48K
CAL
818
Capital Advisors Ltd
Ohio
$48K
CFA
819
Carroll Financial Associates
North Carolina
$47K -$1.18K -27 -2%
CFN
820
Cordasco Financial Network
Florida
$47K +$44.9K +1,000 +2,128%
BTIS
821
BB&T Investment Services
North Carolina
$45K -$937 -21 -2%
LCM
822
Liberty Capital Management
Michigan
$45K +$45K +1,000 New
First Manhattan
823
First Manhattan
New York
$44K -$119K -2,680 -73%
SIAS
824
Shine Investment Advisory Services
Colorado
$43K +$43K +963 New
BC
825
Barnett & Company
Tennessee
$42K