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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 %
KWM
826
Kingsview Wealth Management
Oregon
$208K +$4.04K +85 +2%
WP
827
WealthPLAN Partners
Nebraska
$206K -$115K -2,434 -36%
PK
828
Pflug Koory
Nebraska
$206K -$84.4K -1,780 -29%
LIC
829
Lodestar Investment Counsel
Illinois
$206K -$47.4K -1,000 -19%
CB
830
Chemical Bank
Michigan
$206K
VWA
831
V Wealth Advisors
Kansas
$206K +$206K +4,293 New
GLA
832
Good Life Advisors
Pennsylvania
$203K +$203K +4,313 New
EWG
833
Executive Wealth Group
Washington
$202K +$901 +19 +0.4%
EGM
834
Engineers Gate Manager
New York
$200K -$2.69M -56,755 -93%
BBHC
835
Brown Brothers Harriman & Co
New York
$191K -$8.08K -170 -4%
RCC
836
Red Cedar Capital
Nebraska
$190K
SMFS
837
Squar Milner Financial Services
California
$186K +$95 +2 +0.1%
ST
838
Smithfield Trust
Pennsylvania
$184K +$11.8K +250 +7%
GLI
839
Guardian Life Insurance
New York
$179K +$26.9K +566 +18%
SLF
840
Sun Life Financial
Ontario, Canada
$175K +$159K +3,353 +986%
IBOK
841
Independence Bank of Kentucky
Kentucky
$171K
FWM
842
Focused Wealth Management
New York
$167K +$167K +3,519 New
MFW
843
Mosaic Family Wealth
Missouri
$162K +$4.75K +100 +3%
CBT
844
Capital Bank & Trust
California
$161K +$72.6K +1,535 +82%
KA
845
Kaizen Advisory
Illinois
$161K +$97.1K +2,048 +152%
MA
846
MCF Advisors
Kentucky
$160K
AF
847
Advisornet Financial
Minnesota
$156K +$8.61K +182 +6%
CAM
848
ClariVest Asset Management
California
$145K -$8.19K -173 -5%
NSB
849
Norway Savings Bank
Maine
$137K -$8.32K -175 -6%
RCAG
850
Rehmann Capital Advisory Group
Michigan
$132K +$16.6K +351 +14%