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Morgan Stanley

1,090 hedge funds and large institutions have $69.3B invested in Morgan Stanley in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 350 increasing their positions, 407 reducing their positions, and 78 closing their positions.

Holders
1,090
Holders Change
+77
Holders Change %
+7.6%
% of All Funds
21.52%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
176
Increased
350
Reduced
407
Closed
78
Calls
$1.38B
Puts
$2.61B
Net Calls
-$1.23B
Net Calls Change
-$253M
Name Market Value Shares Shares
Change
Shares
Change %
AP
951
Americana Partners
Texas
$52K 1,031 +1,031 New
FNBOSM
952
First National Bank of South Miami
Florida
$51K 1,000
First Manhattan
953
First Manhattan
New York
$50K 990 -438 -31%
GFPC
954
Global Financial Private Client
Florida
$49.3K 964 +964 New
MPWT
955
MassMutual Private Wealth & Trust
Connecticut
$48K 935 -12 -1%
EFSCE
956
Enterprise Financial Services Corp (EFSC)
Missouri
$48K 930
CDIA
957
Capital Directions Investment Advisors
Georgia
$48K 945 +100 +12%
KPW
958
Kore Private Wealth
New York
$48K 940 +940 New
FCMT
959
Founders Capital Management (Texas)
Texas
$47K 928 -495 -35%
BHWM
960
Bay Harbor Wealth Management
Maryland
$45K 887 -48 -5%
BWA
961
Burt Wealth Advisors
Maryland
$45K 884
AWM
962
AllSquare Wealth Management
New York
$44K 853 -215 -20%
FHA
963
Flagship Harbor Advisors
Massachusetts
$44K 857 -17 -2%
EWM
964
Endurance Wealth Management
Rhode Island
$44K 867
AIC
965
Ameritas Investment Company
Nebraska
$42K 826 -129 -14%
CYG
966
Clean Yield Group
Vermont
$42K 814
OSNBOA
967
Old Second National Bank of Aurora
Illinois
$42K 821 +821 New
PCC
968
Park Circle Company
Maryland
$41K 800
SFG
969
Sowa Financial Group
Rhode Island
$41K 794 +794 New
LAS
970
Lloyd Advisory Services
Georgia
$41K 799 +799 New
PO
971
Private Ocean
California
$40K 775 +235 +44%
VCP
972
Verus Capital Partners
Arizona
$39K 772 +772 New
SLF
973
Sun Life Financial
Ontario, Canada
$38K 744 -282 -27%
AIM
974
Astor Investment Management
Illinois
$37K 730
SWA
975
Sutton Wealth Advisors
Florida
$36.1K 707