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Morgan Stanley

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SMFS
826
Squar Milner Financial Services
California
$200K +$30.3K +628 +18%
FCA
827
FinTrust Capital Advisors
South Carolina
$198K -$25.2K -590 -11%
ST
828
Smithfield Trust
Pennsylvania
$198K +$32.9K +770 +20%
AWM
829
Avior Wealth Management
Nebraska
$196K -$4.89K -115 -2%
ATC
830
Adirondack Trust Company
New York
$196K +$2.98K +70 +2%
PK
831
Pflug Koory
Nebraska
$195K
BBHC
832
Brown Brothers Harriman & Co
New York
$194K +$7.89K +185 +4%
EDRH
833
Edmond de Rothschild Holding
Switzerland
$193K -$76.8K -1,794 -28%
TL
834
TrueWealth LLC
Georgia
$189K
HWA
835
Heritage Wealth Advisors
Virginia
$175K -$425 -10 -0.2%
QCG
836
Quadrant Capital Group
Ohio
$174K +$54.3K +1,360 +45%
RCC
837
Red Cedar Capital
Nebraska
$171K
IA
838
IFP Advisors
Florida
$170K +$170K +3,978 New
PWMG
839
Prestige Wealth Management Group
New Jersey
$161K
GLI
840
Guardian Life Insurance
New York
$157K -$3.33K -78 -2%
FHA
841
First Horizon Advisors
Tennessee
$157K +$8.19K +192 +6%
FWM
842
Focused Wealth Management
New York
$153K
PRC
843
Pearl River Capital
Michigan
$152K +$67.8K +1,589 +81%
MA
844
MCF Advisors
Kentucky
$144K
S
845
Seeyond
France
$143K
IWA
846
Intercontinental Wealth Advisors
Texas
$136K -$1.53K -36 -1%
GI
847
Gradient Investments
Minnesota
$133K -$8.15M -190,906 -98%
PCM
848
Penserra Capital Management
California
$128K
PFO
849
Pathstone Family Office
New Jersey
$127K +$14K +330 +12%
CFGS
850
Concourse Financial Group Securities
Alabama
$126K -$270K -6,320 -68%