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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 %
FIAS
801
FinTrust Investment Advisory Services
South Carolina
$259K -$5.39K -100 -2%
SS
802
Sunbelt Securities
Texas
$257K +$257K +4,756 New
AWM
803
Avior Wealth Management
Nebraska
$255K -$5.88K -109 -2%
TL
804
TrueWealth LLC
Georgia
$253K +$3.13K +58 +1%
CAPTRUST Financial Advisors
805
CAPTRUST Financial Advisors
North Carolina
$246K -$11.2K -213 -4%
BHBT
806
Burke & Herbert Bank & Trust
Virginia
$246K
SFG
807
SevenBridge Financial Group
Pennsylvania
$243K -$6.37K -118 -3%
CG
808
Caprock Group
Idaho
$243K -$6.05K -112 -2%
RIA
809
Regal Investment Advisors
Michigan
$242K
TTWM
810
TCV Trust & Wealth Management
Virginia
$241K
AWM
811
AE Wealth Management
Kansas
$241K +$14.2K +263 +6%
GCA
812
Gradient Capital Advisors
California
$239K +$969 +18 +0.4%
CHA
813
Cedar Hill Associates
Illinois
$237K
BBWA
814
Bell & Brown Wealth Advisors
California
$237K +$1.03K +20 +0.4%
CWP
815
Capital Wealth Planning
Florida
$237K +$237K +4,400 New
Cerity Partners
816
Cerity Partners
New York
$236K -$31.4K -582 -12%
CB
817
Chemical Bank
Michigan
$234K +$234K +4,337 New
KWM
818
Kingsview Wealth Management
Oregon
$232K -$12.7K -235 -5%
JIM
819
Jupiter Investment Management
United Kingdom
$232K +$232K +4,300 New
NCM
820
Noesis Capital Mangement
Florida
$230K
EWG
821
Executive Wealth Group
Washington
$229K +$1.08K +20 +0.5%
CC
822
Cadinha & Co
Hawaii
$227K -$14.5K -268 -6%
GIA
823
GHP Investment Advisors
Colorado
$227K +$54 +1 +0%
PWPS
824
Pinnacle Wealth Planning Services
Ohio
$227K +$159K +2,940 +231%
BBHC
825
Brown Brothers Harriman & Co
New York
$226K -$255K -4,729 -53%