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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 %
AWM
951
AllSquare Wealth Management
New York
$34K -$3.84K -72 -10%
ACM
952
Armbruster Capital Management
New York
$34K
OC
953
Oakworth Capital
Alabama
$31K -$57.4K -1,096 -65%
HCM
954
Horrell Capital Management
Arkansas
$31K
Nomura Holdings
955
Nomura Holdings
Japan
$30.6K +$5.47K +102,134 +22%
LWM
956
Lenox Wealth Management
Ohio
$30K +$471 +9 +2%
DWM
957
Destination Wealth Management
California
$30K +$30K +556 New
ACS
958
Archford Capital Strategies
Illinois
$28K +$28K +527 New
TWMP
959
Taylor Wealth Management Partners
Massachusetts
$27K -$365K -6,765 -93%
FPFS
960
First Personal Financial Services
North Carolina
$27K -$173K -3,203 -86%
GRP
961
Global Retirement Partners
California
$27K -$53.3K -977 -66%
IDBONY
962
Israel Discount Bank of New York
New York
$27K
FMII
963
Farmers & Merchants Investments Inc
Nebraska
$27K
AAP
964
Arax Advisory Partners
Colorado
$26K -$2.82K -54 -10%
PMFA
965
Plante Moran Financial Advisors
Michigan
$26K +$3.24K +59 +14%
MWM
966
MinichMacGregor Wealth Management
New York
$26K +$15.4K +290 +145%
MFBTD
967
MB Financial Bank - Trust Department
Illinois
$25K
CFN
968
Cordasco Financial Network
Florida
$24K +$21.5K +400 +851%
TWA
969
TCI Wealth Advisors
Arizona
$23K
BFC
970
Bedel Financial Consulting
Indiana
$23K +$23K +428 New
VCM
971
Vigilant Capital Management
Maine
$22K -$593 -11 -3%
MA
972
MUFG Americas
New York
$22K
RFA
973
Reilly Financial Advisors
California
$20K +$9.04K +165 +83%
SGAM
974
Smith Group Asset Management
Texas
$19K -$528 -10 -3%
ML
975
McAdam LLC
Pennsylvania
$19K +$19K +350 New