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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PHAM
226
Pacific Heights Asset Management
California
$13.9M 265,000 – –
GWM
227
Greenwich Wealth Management
Connecticut
$13.8M 263,229 +152 +0.1%
Voloridge Investment Management
228
Voloridge Investment Management
Florida
$13.6M 258,351 +258,351 New
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$13.5M 257,701 +7,291 +3%
NA
230
Neuburgh Advisers
California
$13.5M 257,108 -25,704 -9%
AIM
231
Achmea Investment Management
Netherlands
$13.3M 253,722 +146,573 +137%
LCM
232
LVM Capital Management
Michigan
$13.2M 252,126 +2,310 +0.9%
XK
233
Xact Kapitalforvaltning
Sweden
$13.2M 252,096 +14,917 +6%
CANY
234
Caxton Associates (New York)
New York
$13.1M 250,000 +250,000 New
MOACM
235
Mutual of America Capital Management
New York
$13M 248,674 +14,794 +6%
AIMCA
236
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13M 247,300 +37,300 +18%
BVDMP
237
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$12.9M 246,000 -67,633 -22%
Nuveen Asset Management
238
Nuveen Asset Management
Illinois
$12.8M 244,634 -152,814 -38%
HighTower Advisors
239
HighTower Advisors
Illinois
$12.7M 242,893 -7,786 -3%
DILIC
240
Dai-ichi Life Insurance Company
Japan
$12.7M 241,910 -1,625 -0.7%
CEP
241
Chicago Equity Partners
Illinois
$12.7M 241,540 -31,680 -12%
NP
242
NS Partners
United Kingdom
$12.6M 240,873 +4,005 +2%
URS
243
Utah Retirement Systems
Utah
$12.6M 240,020 -2,300 -0.9%
ELC
244
Edgar Lomax Company
Virginia
$12.4M 235,640 -7,215 -3%
Skandinaviska Enskilda Banken (SEB)
245
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.3M 235,110 -7,688 -3%
TU
246
TDAM USA
Ontario, Canada
$12.3M 234,415 -30,756 -12%
US Bancorp
247
US Bancorp
Minnesota
$12.3M 233,891 +4,954 +2%
EGA
248
Eagle Global Advisors
Texas
$12M 228,100 +99,637 +78%
HC
249
Hourglass Capital
Texas
$11.8M 224,419 -1,100 -0.5%
BPB
250
Badgley, Phelps & Bell
Washington
$11.6M 221,604 +1,065 +0.5%
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