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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 %
SSB
1001
Sandy Spring Bank
Maryland
$9K
TC
1002
Trust Company
Kansas
$9K
PA
1003
Perennial Advisors
New York
$9K
THWM
1004
Taylor Hoffman Wealth Management
Virginia
$8K
FPB
1005
First PREMIER Bank
South Dakota
$8K
NL
1006
NVWM LLC
Pennsylvania
$8K
CFD
1007
Creative Financial Designs
Indiana
$8K +$5.33K +100 +200%
JA
1008
JOYN Advisors
Georgia
$8K +$8K +139 New
LFG
1009
LifePlan Financial Group
Ohio
$8K +$8K +141 New
PW
1010
Price Wealth
Texas
$7K -$7K -138 -50%
IF
1011
Ironwood Financial
Arizona
$7K
GWS
1012
Glassman Wealth Services
Virginia
$7K +$875 +16 +14%
CA
1013
Centerpoint Advisors
Massachusetts
$7K +$7K +122 New
DSN
1014
D. Scott Neal
Kentucky
$7K +$7K +128 New
SLF
1015
Sun Life Financial
Ontario, Canada
$6.3K -$50.3K -2,714 -89%
NC
1016
NewSquare Capital
Pennsylvania
$6K
CAC
1017
Certified Advisory Corp
Florida
$6K
MSA
1018
Marino Stram & Associates
Massachusetts
$6K
AWA
1019
Acorn Wealth Advisors
Michigan
$6K
SJIM
1020
St. Johns Investment Management
Florida
$6K +$53 +1 +0.9%
FMTCOCP
1021
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.61K
CPA
1022
Clear Perspective Advisors
Illinois
$5K
TSW
1023
Thompson Siegel & Walmsley
Virginia
$5K
LWA
1024
Lowe Wealth Advisors
Maryland
$5K
IFAM
1025
Institutional & Family Asset Management
Colorado
$5K +$5K +90 New