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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 %
FMLI
851
Fukoku Mutual Life Insurance
Japan
$124K -$51.3K -1,200 -29%
O
852
Ossiam
France
$121K -$1.49K -35 -1%
VFA
853
Valeo Financial Advisors
Indiana
$121K +$769 +18 +0.6%
JFGIW
854
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K +$30.4K +712 +35%
AIM
855
Advantage Investment Management
Iowa
$117K -$7.43K -174 -6%
APA
856
American Portfolios Advisors
New York
$116K +$40.8K +957 +54%
ECM
857
Estabrook Capital Management
New York
$115K
RCAG
858
Rehmann Capital Advisory Group
Michigan
$113K -$2.82K -66 -2%
ZB
859
Zions Bancorporation
Utah
$112K +$3.43K +80 +3%
WTC
860
WhitTier Trust Company
Nevada
$110K +$34.8K +815 +46%
TAIM
861
TD Ameritrade Investment Management
Nebraska
$110K +$52.6K +1,231 +92%
PFBT
862
Parkside Financial Bank & Trust
Missouri
$109K -$3.13K -73 -3%
FANJ
863
Financial Architects (New Jersey)
New Jersey
$109K +$101K +2,365 +1,238%
GWA
864
Guidant Wealth Advisors
Illinois
$107K
IBOK
865
Independence Bank of Kentucky
Kentucky
$107K
NSB
866
Norway Savings Bank
Maine
$103K
NFG
867
Next Financial Group
Texas
$101K
BWM
868
Baystate Wealth Management
Massachusetts
$101K +$892 +21 +0.9%
APC
869
Aspire Private Capital
North Carolina
$101K +$10.2K +239 +11%
CG
870
Cutler Group
California
$100K -$169K -3,976 -63%
Loomis, Sayles & Company
871
Loomis, Sayles & Company
Massachusetts
$90K -$1.18M -27,589 -93%
IFA
872
Interactive Financial Advisors
Illinois
$85K
ADL
873
Asset Dedication LLC
California
$83K -$212K -4,876 -72%
BWM
874
BerganKDV Wealth Management
Minnesota
$83K
SBL
875
Sargent Bickham Lagudis
Colorado
$80K -$4.26K -100 -5%