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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 %
First Manhattan
926
First Manhattan
New York
$53K
BC
927
Barnett & Company
Tennessee
$51K
PCP
928
Proficio Capital Partners
Massachusetts
$51K +$3.37K +63 +7%
EFSCE
929
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$7.08K +132 +16%
KTC
930
Kistler-Tiffany Companies
Pennsylvania
$51K +$21.7K +400 +74%
MPWT
931
MassMutual Private Wealth & Trust
Connecticut
$50.5K -$23.6K -437 -32%
BWA
932
Burt Wealth Advisors
Maryland
$48K
GTAM
933
Global Trust Asset Management
Florida
$48K
FANJ
934
Financial Architects (New Jersey)
New Jersey
$47K -$3.69K -69 -7%
AIM
935
Advantage Investment Management
Iowa
$47K
WAP
936
Wealthcare Advisory Partners
Pennsylvania
$47K +$20.3K +379 +76%
RWA
937
Ropes Wealth Advisors
Massachusetts
$46K
HFP
938
Holistic Financial Partners
Indiana
$46K
NSIM
939
North Star Investment Management
Illinois
$45K
WPA
940
West Paces Advisors
Georgia
$43.3K
PCC
941
Park Circle Company
Maryland
$43K
TFO
942
Tarbox Family Office
California
$42K +$2.55K +47 +6%
M
943
MOTCO
Texas
$41K +$5.17K +96 +14%
DBT
944
Dubuque Bank & Trust
Iowa
$39K +$1.67K +31 +4%
MBT
945
Monroe Bank & Trust
Michigan
$38K
GAM
946
Gemmer Asset Management
California
$38K
SWA
947
Sutton Wealth Advisors
Florida
$37.6K +$7.02K +130 +23%
APA
948
American Portfolios Advisors
New York
$37.5K -$28.8K -534 -43%
SNT
949
Security National Trust
West Virginia
$36K
MCWS
950
McKinley Carter Wealth Services
West Virginia
$36K +$36K +671 New