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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 %
III
826
Independent Investors Inc
New York
$223K -$26.9K -500 -11%
SRC
827
Shufro Rose & Co
New York
$221K -$59.3K -1,100 -21%
BAM
828
Brave Asset Management
New Jersey
$221K
GQG Partners
829
GQG Partners
Florida
$218K -$1.77M -32,796 -89%
BMO
830
Beck Mack & Oliver
New York
$217K -$4.04K -75 -2%
GIA
831
Granite Investment Advisors
New Hampshire
$217K
MOS
832
MGO One Seven
Ohio
$217K
HCM
833
Hodges Capital Management
Texas
$217K +$5.39K +100 +3%
QOP
834
Quinn Opportunity Partners
Virginia
$216K
HA
835
Harbor Advisors
Florida
$216K
RCC
836
Red Cedar Capital
Nebraska
$216K
SFG
837
Sather Financial Group
Texas
$216K
CCMT
838
CMT Capital Markets Trading
Germany
$216K +$216K +4,000 New
SMFS
839
Squar Milner Financial Services
California
$212K +$15.5K +287 +8%
MSTVIM
840
Messner & Smith Theme Value Investment Management
California
$211K
DAM
841
Doheny Asset Management
California
$210K
TNAM
842
Terra Nova Asset Management
New York
$210K
APP
843
Avantax Planning Partners
Iowa
$208K -$1.88K -35 -0.9%
CPP
844
Crow Point Partners
Massachusetts
$208K +$28.9K +537 +16%
OWD
845
Osborn Williams & Donohoe
Ohio
$207K
KA
846
KLCM Advisors
Wisconsin
$206K
CCM
847
Coldstream Capital Management
Washington
$205K -$106K -1,960 -34%
SC
848
SRB Corp
Massachusetts
$205K -$6.86K -127 -3%
RMDI
849
R.M. Davis Inc
Maine
$205K +$205K +3,790 New
Two Sigma Advisers
850
Two Sigma Advisers
New York
$205K +$205K +3,792 New