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Morgan Stanley

1,043 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.28%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
153
Increased
315
Reduced
415
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
976
Rational Advisors
New York
$11K -$65.9K -1,654 -86%
PP
977
PagnatoKarp Partners
Virginia
$10K -$6.27K -165 -39%
HCM
978
Hilton Capital Management
New York
$10K
MCM
979
MV Capital Management
Maryland
$10K
FANJ
980
Financial Architects (New Jersey)
New Jersey
$10K +$2.71K +68 +37%
FCB
981
First Command Bank
Texas
$10K +$4.04K +107 +68%
FCFS
982
First Command Financial Services
Texas
$10K +$4.04K +107 +68%
WCM
983
WealthBridge Capital Management
Ohio
$10K +$10K +264 New
SGS
984
Sterling Global Strategies
California
$9.64K +$9.64K +243 New
CHP
985
Cable Hill Partners
Oregon
$9K -$1.36K -33 -13%
QAM
986
QCI Asset Management
New York
$9K
FMP
987
Financial Management Professionals
Texas
$9K
W
988
WealthOne
New York
$9K +$9K +216 New
CFA
989
Clarfeld Financial Advisors
New York
$9K +$9K +227 New
DBT
990
Dubuque Bank & Trust
Iowa
$8K -$9.98K -257 -56%
LWM
991
Lenox Wealth Management
Ohio
$8K
JWM
992
Janiczek Wealth Management
Colorado
$8K
RAM
993
Riggs Asset Management
Pennsylvania
$8K
WAM
994
Watermark Asset Management
California
$8K +$8K +192 New
CYG
995
Clean Yield Group
Vermont
$8K +$8K +200 New
PA
996
Perennial Advisors
New York
$7K
AC
997
Avestar Capital
New York
$7K +$4.01K +115 +134%
AIA
998
Alera Investment Advisors
Illinois
$7K +$7K +178 New
ACA
999
Atlas Capital Advisors
Wyoming
$6.11K -$589K -14,859 -99%
THWM
1000
Taylor Hoffman Wealth Management
Virginia
$6K