MS icon

Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
Citadel Advisors
Florida
$256M
3
AAMU
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
Bank of America
North Carolina
$714M
4
Credit Agricole
Credit Agricole
France
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHCM
326
Glen Harbor Capital Management
California
$6.35M -$635K -12,096 -9%
GL
327
GLG LLC
New York
$6.35M – – –
RCIM
328
Russell Clark Investment Management
United Kingdom
$6.3M – – –
RC
329
RegentAtlantic Capital
New Jersey
$6.28M +$574K +10,934 +10%
CS
330
Candriam SCA
Luxembourg
$6.27M -$3.31M -63,006 -35%
AC
331
Ascend Capital
California
$6.26M +$6.26M +119,272 New
IP
332
Interval Partners
New York
$6.19M +$6.19M +117,968 New
PA
333
Pinnacle Associates
New York
$6.15M +$136K +2,585 +2%
Arrowstreet Capital
334
Arrowstreet Capital
Massachusetts
$6.12M -$107M -2,039,796 -95%
MSU
335
Mizuho Securities USA
New York
$6.11M +$6.11M +116,500 New
SAM
336
Shell Asset Management
Netherlands
$6M +$1.23M +23,385 +26%
LBC
337
Lowe Brockenbrough & Co
Virginia
$6M -$58K -1,105 -1%
SIM
338
Sentry Investment Management
Wisconsin
$5.96M +$696K +13,258 +13%
BCM
339
BlueMar Capital Management
Florida
$5.95M +$367K +6,989 +7%
WAM
340
World Asset Management
Michigan
$5.95M -$603K -11,498 -9%
Victory Capital Management
341
Victory Capital Management
Texas
$5.81M -$8.73M -166,355 -60%
SFA
342
Sequoia Financial Advisors
Ohio
$5.78M +$266K +5,069 +5%
Commonwealth Equity Services
343
Commonwealth Equity Services
Massachusetts
$5.72M +$595K +11,336 +12%
BG
344
Bollard Group
Massachusetts
$5.7M +$54.6K +1,040 +1%
TH
345
Timber Hill
Connecticut
$5.66M +$4.72M +89,980 +501%
LTFS
346
Ladenburg Thalmann Financial Services
Florida
$5.55M +$196K +3,744 +4%
OC
347
Oppenheimer & Co
New York
$5.54M +$1.59M +30,363 +40%
SFM
348
Systematic Financial Management
New Jersey
$5.48M -$287K -5,467 -5%
JCM
349
Jafra Capital Management
New York
$5.42M +$2M +38,074 +58%
AIM
350
Assured Investment Management
New York
$5.41M +$5.41M +103,051 New
12 13
14
15 16