MS icon

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 %
VI
1076
Versor Investments
New York
-$567K -10,800 Closed
DTL
1077
Dynamic Technology Lab
Singapore
-$563K -10,725 Closed
CCT
1078
Country Club Trust
Missouri
-$563K -10,720 Closed
NJBEST
1079
New Jersey Better Educational Savings Trust
New Jersey
-$525K -10,000 Closed
GC
1080
Guardian Capital
Ontario, Canada
-$502K -9,559 Closed
USGIU
1081
U.S. Global Investors (USGI)
Texas
-$493K -9,400 Closed
WA
1082
WESPAC Advisors
California
-$486K -9,270 Closed
I
1083
IberiaBank
Louisiana
-$479K -9,121 Closed
CC
1084
Cognios Capital
Kansas
-$454K -8,656 Closed
EWM
1085
Evercore Wealth Management
New York
-$438K -8,357 Closed
MTIM
1086
Marathon Trading Investment Management
Pennsylvania
-$425K -8,100 Closed
ICA
1087
Infrastructure Capital Advisors
New York
-$403K -7,680 Closed
FPF
1088
FNY Partners Fund
New York
-$341K -6,500 Closed
MC
1089
Muhlenkamp & Co
Pennsylvania
-$305K -5,805 Closed
Capstone Investment Advisors
1090
Capstone Investment Advisors
New York
-$290K -5,530 Closed
FP
1091
FDO Partners
Massachusetts
-$287K -5,469 Closed
CAG
1092
Csenge Advisory Group
Florida
-$254K -4,850 Closed
LNC
1093
Lincoln National Corp
Pennsylvania
-$239K -4,678 Closed
FWM
1094
Focused Wealth Management
New York
-$236K -4,500 Closed
NFA
1095
Nuveen Fund Advisors
Illinois
-$232K -4,429 Closed
RWM
1096
Ritholtz Wealth Management
New York
-$226K -4,298 Closed
NIM
1097
NuWave Investment Management
New Jersey
-$221K -4,197 Closed
Kovitz Investment Group Partners
1098
Kovitz Investment Group Partners
Illinois
-$219 -4,170 Closed
GP
1099
Girard Partners
Pennsylvania
-$214K -4,084 Closed
VWA
1100
V Wealth Advisors
Kansas
-$221K -4,056 Closed