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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 %
GWA
876
Guidant Wealth Advisors
Illinois
$131K
HFM
877
Harvest Fund Management
China
$130K
ASN
878
Advisory Services Network
Georgia
$128K +$7.69K +143 +6%
BWM
879
Baystate Wealth Management
Massachusetts
$123K -$6.03K -112 -5%
FC
880
Ferris Capital
Massachusetts
$121K +$121K +2,245 New
PFBT
881
Parkside Financial Bank & Trust
Missouri
$119K -$1.67K -31 -1%
PFA
882
Pathway Financial Advisors
Vermont
$118K
ED
883
Exane Derivatives
France
$115K +$11K +210 +11%
CCM
884
Covington Capital Management
California
$113K
PWM
885
Perigon Wealth Management
California
$113K +$113K +2,089 New
WAM
886
Wolverine Asset Management
Illinois
$112K -$46.5K -867 -29%
CCM
887
Cribstone Capital Management
Maine
$110K +$59.4K +1,100 +118%
MYIA
888
Mount Yale Investment Advisors
Colorado
$109K +$109K +2,011 New
FPS
889
Fieldpoint Private Securities
Connecticut
$108K
VFA
890
Valeo Financial Advisors
Indiana
$104K +$77.3K +1,430 +289%
SBL
891
Sargent Bickham Lagudis
Colorado
$101K
CBT
892
Capital Bank & Trust
California
$101K
WTC
893
WhitTier Trust Company
Nevada
$101K +$81.1K +1,500 +407%
WCM
894
Wealthcare Capital Management
Virginia
$99K
WAS
895
Winch Advisory Services
Wisconsin
$98K +$54 +1 +0.1%
ATC
896
Adirondack Trust Company
New York
$93K -$19.8K -382 -18%
RWG
897
Regal Wealth Group
California
$85K
EWM
898
Edge Wealth Management
New York
$80K
HDIM
899
Hanson & Doremus Investment Management
Vermont
$80K +$80K +1,475 New
ME
900
McIlrath & Eck
Washington
$79K -$25.3K -468 -24%