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Morgan Stanley
MS

Overview Fund Activity

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$287M
3
EIP
Epoch Investment Partners
New York
+$215M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$188M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$186M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$635M
2
VH
ValueAct Holdings
California
-$386M
3
State Street
State Street
Massachusetts
-$156M
4
Ameriprise
Ameriprise
Minnesota
-$148M
5
Millennium Management
Millennium Management
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
251
HighTower Advisors
Illinois
$9.59M +$151K +3,522 +2%
SCM
252
Suffolk Capital Management
New York
$9.58M +$9.58M +223,570 New
BUB
253
BBVA USA Bancshares
Texas
$9.5M -$140K -3,272 -1%
XK
254
Xact Kapitalforvaltning
Sweden
$9.47M +$840K +19,601 +10%
AHB
255
Abner Herrman & Brock
New Jersey
$9.47M -$109K -2,540 -1%
SDIC
256
South Dakota Investment Council
South Dakota
$9.37M -$170K -3,970 -2%
JPMIA
257
J.P. Marvel Investment Advisors
Massachusetts
$9.37M -$538K -12,562 -5%
AIM
258
Artemis Investment Management
United Kingdom
$9.27M +$9.27M +216,434 New
DLA
259
Douglas Lane & Associates
New York
$9.23M +$9.23M +215,550 New
M&T Bank
260
M&T Bank
New York
$9.13M +$1.07M +24,920 +13%
HIMC
261
Heritage Investors Management Corp
Maryland
$9.1M -$432K -10,077 -5%
MME
262
Meag Munich Ergo
Germany
$9.08M +$2.07M +47,939 +30%
Envestnet Asset Management
263
Envestnet Asset Management
Illinois
$8.92M +$1.43M +33,417 +19%
SG Americas Securities
264
SG Americas Securities
New York
$8.84M -$6.12M -142,833 -41%
BIM
265
Bridgecreek Investment Management
Oklahoma
$8.82M -$80.3K -1,875 -0.9%
CL
266
Croft-Leominster
Maryland
$8.81M +$8.81M +205,689 New
Nordea Investment Management
267
Nordea Investment Management
Sweden
$8.66M +$713K +16,636 +9%
ANI
268
American National Insurance
Texas
$8.65M – – –
MSA
269
Mason Street Advisors
Wisconsin
$8.51M +$55.9K +1,306 +0.7%
BCAM
270
Boston Common Asset Management
Massachusetts
$8.22M -$2.02M -47,221 -20%
NA
271
Neuburgh Advisers
California
$8.13M +$7.04M +164,424 +648%
NIPH
272
NN Investment Partners Holdings
Netherlands
$8.11M -$3.65M -85,295 -31%
ARTA
273
A.R.T. Advisors
New York
$8.03M +$5.36M +125,100 +200%
MAA
274
Matrix Asset Advisors
New York
$7.96M -$3.67M -85,670 -32%
Nomura Asset Management
275
Nomura Asset Management
Japan
$7.9M -$370K -8,626 -4%
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