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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 %
WTB
901
Washington Trust Bank
Washington
$77K -$5.4K -100 -7%
FCMT
902
Founders Capital Management (Texas)
Texas
$75K +$2.79K +52 +4%
MRCM
903
M&R Capital Management
New Jersey
$74K
KA
904
Kaizen Advisory
Illinois
$73K
AF
905
Allworth Financial
California
$73K +$2.38K +44 +3%
BCWM
906
Bartlett & Co Wealth Management
Ohio
$71.4K +$71.4K +1,324 New
SAM
907
Security Asset Management
New York
$71K
BC
908
Bartlett & Co
Ohio
$71K +$10.7K +200 +18%
TRCT
909
Tower Research Capital (TRC)
New York
$70K -$432K -8,024 -86%
MMG
910
Monetary Management Group
Missouri
$67K -$13.4K -250 -17%
C
911
Cerebellum
California
$66K -$17.9K -333 -21%
LWCFA
912
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K -$86.7K -1,600 -57%
WA
913
WealthTrust-Arizona
Arizona
$65K
IIC
914
Integrated Investment Consultants
Michigan
$64K +$64K +1,184 New
CB
915
CNB Bank
Pennsylvania
$63K -$6.14K -113 -9%
CFA
916
Carroll Financial Associates
North Carolina
$63K +$160 +3 +0.3%
FRA
917
Front Row Advisors
California
$61K
Rockefeller Capital Management
918
Rockefeller Capital Management
New York
$59K +$59K +1,100 New
JT
919
Jump Trading
Illinois
$58K -$124K -2,301 -68%
CAL
920
Capital Advisors Ltd
Ohio
$58K
PVH
921
Psagot Value Holdings
Israel
$58K +$58K +1,080 New
PCM
922
Prelude Capital Management
New York
$56K -$1.03M -19,115 -95%
PG
923
Patten Group
Tennessee
$54K
KF
924
Krilogy Financial
Missouri
$54K
DWA
925
Divergent Wealth Advisors
Utah
$54K +$54K +1,000 New