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Morgan Stanley

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
876
BerganKDV Wealth Management
Minnesota
$92K
CBT
877
Capital Bank & Trust
California
$91K -$67.6K -1,450 -43%
RA
878
Rational Advisors
New York
$90K +$72.3K +1,551 +409%
WTC
879
WhitTier Trust Company
Nevada
$87K
WA
880
WP Advisors
California
$85K +$557 +12 +0.7%
1IA
881
1834 Investment Advisors
Wisconsin
$78K -$3.72M -79,527 -98%
RMC
882
Resources Management Corp
Connecticut
$77K +$77K +1,665 New
WCM
883
Wealthcare Capital Management
Virginia
$76K -$9.75K -209 -11%
RFA
884
Reilly Financial Advisors
California
$76K +$59.1K +1,272 +348%
Rockefeller Capital Management
885
Rockefeller Capital Management
New York
$74K
RWG
886
Regal Wealth Group
California
$73K
HDIM
887
Hanson & Doremus Investment Management
Vermont
$69K
ME
888
McIlrath & Eck
Washington
$68K
CPIG
889
Chicago Partners Investment Group
Illinois
$66K +$66K +1,500 New
FCMT
890
Founders Capital Management (Texas)
Texas
$65K +$185 +4 +0.3%
PCM
891
Penserra Capital Management
California
$63K -$2.05M -44,488 -97%
CFA
892
Carroll Financial Associates
North Carolina
$62K +$276 +6 +0.4%
SAM
893
Security Asset Management
New York
$61K
JA
894
JOYN Advisors
Georgia
$61K +$22.3K +477 +58%
PFGIA
895
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$49.4K +1,061 +424%
MMG
896
Monetary Management Group
Missouri
$58K
WA
897
WealthTrust-Arizona
Arizona
$56K
AF
898
Allworth Financial
California
$54K -$8.77K -188 -14%
CB
899
CNB Bank
Pennsylvania
$54K
MRCM
900
M&R Capital Management
New Jersey
$53K -$11.3K -244 -18%