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Morgan Stanley

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M
Name Market Value Shares Shares
Change
Shares
Change %
OC
901
Oakworth Capital
Alabama
$87K 1,688
RPC
902
Rossmore Private Capital
Connecticut
$83.7K 1,596 +1,596 New
RWG
903
Regal Wealth Group
California
$82K 1,568
C
904
Cerebellum
California
$82K 1,561 +1,561 New
WTB
905
Washington Trust Bank
Washington
$80K 1,525
IUHSA
906
Itau Unibanco Holding S.A.
Brazil
$80K 1,520 +1,520 New
MMG
907
Monetary Management Group
Missouri
$79K 1,500 -250 -14%
EWM
908
Edge Wealth Management
New York
$78K 1,485 +185 +14%
GRP
909
Global Retirement Partners
California
$77K 1,472 +932 +173%
AF
910
Advisornet Financial
Minnesota
$74K 1,414 +1,414 New
MRCM
911
M&R Capital Management
New Jersey
$72K 1,384 +608 +78%
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$72K 1,372 +406 +42%
KA
913
Kaizen Advisory
Illinois
$71K 1,347 +1,347 New
FNB
914
Farmers National Bank
Kentucky
$71K 1,349 +1,349 New
FCMT
915
Founders Capital Management (Texas)
Texas
$70K 1,344 +4 +0.3%
SAM
916
Security Asset Management
New York
$69K 1,320
AF
917
Allworth Financial
California
$68K 1,305 +163 +14%
PWPS
918
Pinnacle Wealth Planning Services
Ohio
$67K 1,270 +1,270 New
CB
919
CNB Bank
Pennsylvania
$67K 1,273 +1,273 New
APA
920
American Portfolios Advisors
New York
$64.4K 1,228 +1,228 New
BL
921
Balentine LLC
Georgia
$64K 1,215 +4 +0.3%
WA
922
WealthTrust-Arizona
Arizona
$63K 1,208
CFA
923
Carroll Financial Associates
North Carolina
$61K 1,175 -121 -9%
BC
924
Bartlett & Co
Ohio
$59K 1,124 +200 +22%
FRA
925
Front Row Advisors
California
$59K 1,127 +1,127 New