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Morgan Stanley

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
976
LifePlan Financial Group
Ohio
$6K
AAP
977
Arax Advisory Partners
Colorado
$6K
JCM
978
Jacobi Capital Management
Pennsylvania
$6K +$3.61K +83 +151%
UB
979
UMB Bank
Missouri
$5.31K -$12.9K -302,570 -71%
IF
980
Ironwood Financial
Arizona
$5K
NC
981
NewSquare Capital
Pennsylvania
$5K
TCM
982
Tradewinds Capital Management
Washington
$5K
SJIM
983
St. Johns Investment Management
Florida
$5K +$43 +1 +0.9%
KFS
984
Kelly Financial Services
Massachusetts
$4.27K -$4.99K -117 -54%
GWAG
985
Garrett Wealth Advisory Group
Texas
$4.22K +$4.22K +99 New
AA
986
Advisory Alpha
Michigan
$4.07K +$4.07K +101 New
FMTCOCP
987
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
LWA
988
Lowe Wealth Advisors
Maryland
$4K
TSW
989
Thompson Siegel & Walmsley
Virginia
$4K
GCM
990
Gables Capital Management
Florida
$4K
LWANC
991
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +104 New
LTI
992
Laffer Tengler Investments
Tennessee
$3.58K +$3.58K +84 New
PMFA
993
Plante Moran Financial Advisors
Michigan
$3K -$40.7K -1,032 -93%
LF
994
Lee Financial
Texas
$3K
FPFS
995
First Personal Financial Services
North Carolina
$3K
SIAS
996
Shine Investment Advisory Services
Colorado
$3K +$3K +60 New
PWP
997
Personal Wealth Partners
Minnesota
$3K +$3K +62 New
WCM
998
Whitener Capital Management
North Carolina
$3K +$3K +93 New
GC
999
Globeflex Capital
California
$2K
ST
1000
Sageworth Trust
Pennsylvania
$2K