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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 %
APA
901
American Portfolios Advisors
New York
$51.2K +$3.77K +81 +8%
HR
902
Howe & Rusling
New York
$51K -$8.14K -174 -14%
CAL
903
Capital Advisors Ltd
Ohio
$50K
PVH
904
Psagot Value Holdings
Israel
$50K
PCP
905
Proficio Capital Partners
Massachusetts
$49K -$4.34K -94 -8%
TPWA
906
TRUE Private Wealth Advisors
Oregon
$48.8K +$48.8K +1,048 New
WAP
907
Wealthcare Advisory Partners
Pennsylvania
$48K +$93 +2 +0.2%
PG
908
Patten Group
Tennessee
$47K
DWA
909
Divergent Wealth Advisors
Utah
$47K
First Manhattan
910
First Manhattan
New York
$46K
CGT
911
Capital Guardian Trust
California
$46K +$46K +985 New
BC
912
Barnett & Company
Tennessee
$44K
KTC
913
Kistler-Tiffany Companies
Pennsylvania
$44K
MPIA
914
Mountain Pacific Investment Advisers
Idaho
$44K +$44K +940 New
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$43.5K -$7.03K -151 -14%
AW
916
Alpha Windward
Massachusetts
$43K -$4.16K -89 -9%
TFO
917
Tarbox Family Office
California
$43K +$7.21K +156 +20%
WPA
918
West Paces Advisors
Georgia
$42.5K
SMFG
919
Sumitomo Mitsui Financial Group
Japan
$41K -$381K -7,882 -90%
BWA
920
Burt Wealth Advisors
Maryland
$41K
GTAM
921
Global Trust Asset Management
Florida
$41K
RWA
922
Ropes Wealth Advisors
Massachusetts
$40K
M
923
MOTCO
Texas
$40K +$4.64K +100 +13%
RWA
924
River Wealth Advisors
Pennsylvania
$40K +$16.2K +350 +68%
NSIM
925
North Star Investment Management
Illinois
$39K