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Morgan Stanley
MS

Overview Fund Activity

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$237M
4
EIP
4
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$275M
2
State Street
2
State Street
Massachusetts
$6.84B
3
PI
3
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B
Name Market Value Shares Shares
Change 		Shares
Change %
MSV
251
MN Services Vermogensbeheer
Netherlands
$10.2M 227,990 +190,530 +509%
SCM
252
Stevens Capital Management
Pennsylvania
$9.85M 220,953 +220,953 New
Marshall Wace
253
Marshall Wace
United Kingdom
$9.83M 218,455 -225,633 -51%
MOACM
254
Mutual of America Capital Management
New York
$9.75M 218,781 -17,088 -7%
SDIC
255
South Dakota Investment Council
South Dakota
$9.74M 218,678 – –
JPMIA
256
J.P. Marvel Investment Advisors
Massachusetts
$9.7M 217,565 -1,040 -0.5%
BUB
257
BBVA USA Bancshares
Texas
$9.68M 217,336 -4,371 -2%
MME
258
Meag Munich Ergo
Germany
$9.64M 215,789 +5,988 +3%
FCM
259
Flinton Capital Management
Pennsylvania
$9.52M 213,612 +57,316 +37%
BPB
260
Badgley, Phelps & Bell
Washington
$9.51M 213,486 +70,653 +49%
HIMC
261
Heritage Investors Management Corp
Maryland
$9.42M 211,347 -986 -0.5%
M&T Bank
262
M&T Bank
New York
$9.39M 210,736 -2,355 -1%
CL
263
Croft-Leominster
Maryland
$9.28M 208,283 +2,594 +1%
BIM
264
Bridgecreek Investment Management
Oklahoma
$9.23M 207,220 +1,280 +0.6%
ANI
265
American National Insurance
Texas
$9M 201,900 – –
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$8.98M 201,590 -32,848 -14%
CWM
267
CIBC World Markets
New York
$8.97M 201,276 +51,189 +34%
MSA
268
Mason Street Advisors
Wisconsin
$8.81M 197,682 -893 -0.4%
Rafferty Asset Management
269
Rafferty Asset Management
New York
$8.74M 196,120 -63,288 -24%
GMI
270
Greystone Managed Investments
Saskatchewan, Canada
$8.63M 193,669 +17,809 +10%
RCM
271
Riverhead Capital Management
Delaware
$8.51M 190,946 +51,098 +37%
ZIG
272
Zurich Insurance Group
Switzerland
$8.47M 189,961 +16,039 +9%
MAA
273
Matrix Asset Advisors
New York
$8.19M 183,851 -1,980 -1%
BCAM
274
Boston Common Asset Management
Massachusetts
$8.13M 182,442 -9,365 -5%
BFIC
275
Bedell Frazier Investment Counselling
California
$8.11M 182,060 +182,060 New
9 10
11
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