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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SAM
326
Shell Asset Management
Netherlands
$4.97M – – –
LPL Financial
327
LPL Financial
California
$4.97M +$3.83M +85,865 +334%
TCM
328
Twin Capital Management
Pennsylvania
$4.96M +$717K +16,084 +17%
NC
329
Northpointe Capital
Michigan
$4.94M -$880K -19,759 -15%
AIM
330
Achmea Investment Management
Netherlands
$4.92M -$1.41M -31,699 -22%
LCM
331
Laurion Capital Management
New York
$4.87M -$39.5M -886,908 -89%
SG Americas Securities
332
SG Americas Securities
New York
$4.87M -$4.33M -97,221 -47%
BCM
333
BlueMar Capital Management
Florida
$4.84M -$241K -5,400 -5%
OTPPB
334
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.84M -$1.74M -39,038 -26%
JCM
335
Jafra Capital Management
New York
$4.83M +$3.75M +84,079 +346%
Temasek Holdings
336
Temasek Holdings
Singapore
$4.82M +$4.82M +108,260 New
WPIC
337
White Pine Investment Company
Michigan
$4.82M -$127K -2,850 -3%
SFM
338
Systematic Financial Management
New Jersey
$4.81M -$255K -5,715 -5%
RC
339
RegentAtlantic Capital
New Jersey
$4.73M +$873K +19,596 +23%
COPPSERS
340
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.72M -$34.4K -772 -0.7%
AIC
341
Argus Investors Counsel
New York
$4.71M +$96.2K +2,158 +2%
QI
342
QS Investors
New York
$4.69M -$2.88M -64,562 -38%
BG
343
Bollard Group
Massachusetts
$4.64M +$45.6K +1,023 +1%
NEI
344
Northwest & Ethical Investments
Ontario, Canada
$4.62M -$1.49M -32,965 -24%
BMM
345
Buffington Mohr McNeal
Idaho
$4.61M +$545K +12,230 +13%
SFA
346
Sequoia Financial Advisors
Ohio
$4.54M +$344K +7,712 +8%
CIM
347
Chiron Investment Management
New York
$4.53M -$9.18M -206,100 -67%
Commonwealth Equity Services
348
Commonwealth Equity Services
Massachusetts
$4.49M -$136K -3,047 -3%
SIM
349
Sentry Investment Management
Wisconsin
$4.47M +$42.7K +959 +1%
BTS
350
BB&T Securities
Virginia
$4.47M -$4.59K -103 -0.1%
12 13
14
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