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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 %
DP
326
DSAM Partners
United Kingdom
$5.27M +$5.27M +109,475 New
BMM
327
Buffington Mohr McNeal
Idaho
$5.24M -$44.5K -870 -0.8%
RC
328
RegentAtlantic Capital
New Jersey
$5.24M +$123K +2,548 +2%
Temasek Holdings
329
Temasek Holdings
Singapore
$5.22M – – –
BG
330
Bollard Group
Massachusetts
$5.19M +$166K +3,439 +3%
MWNA
331
Marshall Wace North America
New York
$5.17M +$2.85M +59,453 +123%
AIM
332
Achmea Investment Management
Netherlands
$5.16M -$153K -3,170 -3%
BCM
333
BlueMar Capital Management
Florida
$5.13M -$107K -2,226 -2%
SFA
334
Sequoia Financial Advisors
Ohio
$5.06M +$157K +3,257 +3%
NEI
335
Northwest & Ethical Investments
Ontario, Canada
$5.03M +$113K +2,354 +2%
WPIC
336
White Pine Investment Company
Michigan
$5.02M -$187K -3,890 -4%
NB
337
Norinchukin Bank
Japan
$4.94M +$272K +5,648 +6%
LTFS
338
Ladenburg Thalmann Financial Services
Florida
$4.94M +$1.03M +21,187 +26%
BCM
339
BlueCrest Capital Management
Jersey
$4.92M +$2.39M +49,691 +95%
SIM
340
Sentry Investment Management
Wisconsin
$4.83M -$3.71K -77 -0.1%
HHMI
341
Howard Hughes Medical Institute
Maryland
$4.82M – – –
QT
342
Quantbot Technologies
New York
$4.78M +$547K +11,353 +13%
DY
343
Dowling & Yahnke
California
$4.76M +$43.5K +904 +0.9%
LD
344
Lipe & Dalton
New York
$4.76M -$970K -20,135 -17%
PP
345
Paloma Partners
Connecticut
$4.72M -$9.95M -206,618 -68%
Commonwealth Equity Services
346
Commonwealth Equity Services
Massachusetts
$4.7M -$150K -3,117 -3%
WBC
347
Westpac Banking Corp
Australia
$4.66M -$154K -3,190 -3%
GT
348
Glenmede Trust
Pennsylvania
$4.48M +$1.23M +25,629 +38%
BTS
349
BB&T Securities
Virginia
$4.46M -$378K -7,853 -8%
AIC
350
Argus Investors Counsel
New York
$4.45M -$636K -13,200 -12%
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14
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