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Morgan Stanley
MS

Overview Fund Activity

921 hedge funds and large institutions have $75.1B invested in Morgan Stanley in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 328 increasing their positions, 345 reducing their positions, and 66 closing their positions.

Holders
921
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
23%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.82%
New
79
Increased
328
Reduced
345
Closed
66
Calls
$900M
Puts
$2.28B
Net Calls
-$1.38B
Net Calls Change
-$157M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$190M
2
BlackRock
2
BlackRock
New York
$5.11B
3
MCM
3
Moore Capital Management
New York
$104M
4
NI
4
Numeric Investors
Massachusetts
$262M
5
Bank of America
5
Bank of America
North Carolina
$795M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$172M
4
State Street
4
State Street
Massachusetts
$7.27B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HC
251
Hourglass Capital
Texas
$10.9M 225,519 -14,480 -6%
Rafferty Asset Management
252
Rafferty Asset Management
New York
$10.6M 220,882 +24,762 +13%
BPB
253
Badgley, Phelps & Bell
Washington
$10.6M 220,539 +7,053 +3%
JPMIA
254
J.P. Marvel Investment Advisors
Massachusetts
$10.3M 213,662 -3,903 -2%
BUB
255
BBVA USA Bancshares
Texas
$10.2M 212,153 -5,183 -2%
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$10.2M 211,141 +9,551 +5%
AIMCA
257
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.1M 210,000 -79,900 -28%
M&T Bank
258
M&T Bank
New York
$10.1M 208,773 -1,963 -0.9%
HIMC
259
Heritage Investors Management Corp
Maryland
$10M 208,622 -2,725 -1%
RCM
260
Riverhead Capital Management
Delaware
$10M 208,365 +17,419 +9%
CCMG
261
Clark Capital Management Group
Pennsylvania
$10M 207,854 -612,691 -75%
BIM
262
Bridgecreek Investment Management
Oklahoma
$10M 207,645 +425 +0.2%
CWM
263
CIBC World Markets
New York
$9.92M 205,996 +4,720 +2%
CL
264
Croft-Leominster
Maryland
$9.87M 204,973 -3,310 -2%
GMI
265
Greystone Managed Investments
Saskatchewan, Canada
$9.83M 204,062 +10,393 +5%
ANI
266
American National Insurance
Texas
$9.73M 201,900 – –
Hudson Bay Capital Management
267
Hudson Bay Capital Management
Connecticut
$9.48M 196,752 +196,752 New
MSA
268
Mason Street Advisors
Wisconsin
$9.46M 196,313 -1,369 -0.7%
Nomura Asset Management
269
Nomura Asset Management
Japan
$9.24M 191,827 +13,350 +7%
B
270
Barings
North Carolina
$9.06M 188,093 +37,300 +25%
ZIG
271
Zurich Insurance Group
Switzerland
$9.03M 187,458 -2,503 -1%
VFA
272
Virtus Fund Advisers
Connecticut
$8.88M 184,358 -52,322 -22%
TAM
273
Tyers Asset Management
Texas
$8.82M 182,996 +15,158 +9%
CS
274
Candriam SCA
Luxembourg
$8.79M 182,572 +68,505 +60%
BIC
275
Beach Investment Counsel
Pennsylvania
$8.79M 182,540 +182,540 New
9 10
11
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