MS icon

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 %
EWA
851
EP Wealth Advisors
California
$204K +$204K +3,782 New
OMC
852
Overbrook Management Corp
New York
$203K +$203K +3,764 New
CAW
853
Cornerstone Advisors (Washington)
Washington
$198K +$17K +315 +9%
ST
854
Smithfield Trust
Pennsylvania
$196K -$17.4K -322 -8%
PGA
855
Premia Global Advisors
Florida
$195K
IBOK
856
Independence Bank of Kentucky
Kentucky
$194K -$10.8K -200 -5%
ICM
857
Ionic Capital Management
New York
$189K -$614K -11,375 -76%
MA
858
MCF Advisors
Kentucky
$183K
CB
859
Community Bank
New York
$179K -$1.68K -31 -0.9%
MFW
860
Mosaic Family Wealth
Missouri
$178K +$12.3K +229 +7%
CAM
861
ClariVest Asset Management
California
$175K -$10.2K -188 -5%
GLI
862
Guardian Life Insurance
New York
$173K -$74.6K -1,381 -30%
AF
863
Advisornet Financial
Minnesota
$168K +$91.7K +1,700 +120%
NSB
864
Norway Savings Bank
Maine
$165K -$4.21K -78 -2%
CLOS
865
Compagnie Lombard Odier SCmA
Switzerland
$158K -$189K -3,506 -54%
RPG
866
Risk Paradigm Group
Texas
$156K
ECM
867
Estabrook Capital Management
New York
$150K
LFA
868
Legacy Financial Advisors
Kentucky
$147K -$215 -4 -0.1%
FNB
869
Farmers National Bank
Kentucky
$141K +$68.3K +1,268 +94%
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K +$1.02K +19 +0.8%
QCG
871
Quadrant Capital Group
Ohio
$137K +$3.75K +76 +3%
BCM
872
Basswood Capital Management
New York
$136K +$136K +2,518 New
OFW
873
Omnia Family Wealth
Florida
$133K -$5.44K -101 -4%
RCAG
874
Rehmann Capital Advisory Group
Michigan
$132K +$132K +2,438 New
GFP
875
Gryphon Financial Partners
Ohio
$131K -$485 -9 -0.4%