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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
1
BlackRock
New York
$5.11B
2
MCM
2
Moore Capital Management
New York
$104M
3
NI
3
Numeric Investors
Massachusetts
$262M
4
Bank of America
4
Bank of America
North Carolina
$795M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$569M

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 Holding Trade Value Shares
Change 		Shares
Change %
MAA
276
Matrix Asset Advisors
New York
$8.78M -$71.9K -1,492 -0.8%
NLGIA
277
Nippon Life Global Investors Americas
New York
$8.75M – – –
SDIC
278
South Dakota Investment Council
South Dakota
$8.57M -$1.97M -40,800 -19%
BFIC
279
Bedell Frazier Investment Counselling
California
$8.57M -$204K -4,242 -2%
Capital Fund Management (CFM)
280
Capital Fund Management (CFM)
France
$8.55M -$20.7M -429,337 -71%
DIA
281
Davidson Investment Advisors
Montana
$8.52M -$4.34M -90,163 -34%
Renaissance Technologies
282
Renaissance Technologies
New York
$8.49M -$14.8M -307,800 -64%
SCM
283
Shelton Capital Management
Colorado
$8.4M +$2.82M +58,545 +51%
LM
284
Lincluden Management
Ontario, Canada
$8.25M -$11.3K -235 -0.1%
Truist Financial
285
Truist Financial
North Carolina
$8.24M +$730K +15,162 +10%
TAF
286
Tredje AP-fonden
Sweden
$8.22M +$1.43M +29,760 +21%
MI
287
Markston International
New York
$8.1M -$18.4K -382 -0.2%
VRS
288
Virginia Retirement Systems
Virginia
$8.1M – – –
AHB
289
Abner Herrman & Brock
New Jersey
$7.87M -$137K -2,842 -2%
1IA
290
1834 Investment Advisors
Wisconsin
$7.81M -$260K -5,401 -3%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$7.7M -$204K -4,238 -3%
Public Sector Pension Investment Board (PSP Investments)
292
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.56M -$259K -5,379 -3%
B
293
BP
United Kingdom
$7.52M – – –
AB
294
Amalgamated Bank
New York
$7.38M +$133K +2,763 +2%
GCM
295
Gibraltar Capital Management
Oklahoma
$7.33M +$39.4K +818 +0.5%
Point72 Asset Management
296
Point72 Asset Management
Connecticut
$7.23M +$7.23M +150,000 New
DnB Asset Management
297
DnB Asset Management
Norway
$7.04M -$6.14M -127,400 -47%
SAM
298
Securian Asset Management
Minnesota
$6.87M -$58.9K -1,222 -0.8%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$6.71M -$194K -4,031 -3%
PGFC
300
Peapack-Gladstone Financial Corp
New Jersey
$6.7M +$7.23K +150 +0.1%
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