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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 %
CCM
876
Covington Capital Management
California
$79K -$11.8K -279 -13%
CIAS
877
Capital Investment Advisory Services
North Carolina
$79K -$214 -5 -0.3%
MAM
878
Meeder Asset Management
Ohio
$78K +$25.5K +600 +49%
RMC
879
Resources Management Corp
Connecticut
$71K +$71K +1,665 New
OC
880
Oakworth Capital
Alabama
$68K -$21.4K -504 -24%
LC
881
Lindbrook Capital
California
$68K -$1.16K -27 -2%
RWG
882
Regal Wealth Group
California
$67K
RIA
883
Realta Investment Advisors
Delaware
$65K -$14.2K -335 -18%
1IA
884
1834 Investment Advisors
Wisconsin
$64K
FCMT
885
Founders Capital Management (Texas)
Texas
$61K -$16.2K -377 -21%
First Manhattan
886
First Manhattan
New York
$60K -$2.48K -59 -4%
SCM
887
Silvant Capital Management
Georgia
$58K -$12.8K -299 -18%
RWA
888
Ropes Wealth Advisors
Massachusetts
$58K
ME
889
McIlrath & Eck
Washington
$56K
EWM
890
Edge Wealth Management
New York
$55K
CBT
891
Capital Bank & Trust
California
$55K +$5.57K +130 +11%
CB
892
CNB Bank
Pennsylvania
$54K -$2.15K -50 -4%
BCA
893
Berman Capital Advisors
Georgia
$53K -$11.5K -274 -18%
PFGIA
894
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$2.98K +70 +6%
AF
895
Allworth Financial
California
$50K +$12.9K +305 +35%
CLOS
896
Compagnie Lombard Odier SCmA
Switzerland
$48K -$16K -375 -25%
MRCM
897
M&R Capital Management
New Jersey
$48K
FRA
898
Front Row Advisors
California
$48K
CFG
899
Citizens Financial Group
Rhode Island
$47K +$13.7K +321 +41%
SFSIG
900
San Francisco Sentry Investment Group
California
$46K