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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
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
Lazard Asset Management
New York
$237M
4
EIP
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$275M
2
State Street
State Street
Massachusetts
$6.84B
3
PI
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
JCP
351
Jabre Capital Partners
Switzerland
$4.46M -$1.34M -30,000 -23%
HHMI
352
Howard Hughes Medical Institute
Maryland
$4.46M – – –
WBC
353
Westpac Banking Corp
Australia
$4.45M -$7.04M -157,996 -61%
Neuberger Berman Group
354
Neuberger Berman Group
New York
$4.44M -$781K -17,521 -15%
MAM
355
Meeder Asset Management
Ohio
$4.43M -$2.01M -45,153 -31%
DY
356
Dowling & Yahnke
California
$4.36M -$6.91K -155 -0.2%
NB
357
Norinchukin Bank
Japan
$4.32M +$384K +8,616 +10%
OI
358
Oakbrook Investments
Illinois
$4.29M -$1M -22,450 -19%
Jane Street
359
Jane Street
New York
$4.22M -$587K -13,166 -12%
LMGAM
360
Liberty Mutual Group Asset Management
Massachusetts
$4.17M +$395K +8,873 +10%
IWA
361
IBEX Wealth Advisors
New Jersey
$4.08M +$367K +7,987 +10%
JWBC
362
J.W. Burns & Co
New York
$4.07M -$18.4K -412 -0.4%
KRS
363
Kentucky Retirement Systems
Kentucky
$4.07M -$36.6K -821 -0.9%
DCM
364
Dimension Capital Management
Florida
$4.07M -$14.2K -319 -0.3%
SCCM
365
Schafer Cullen Capital Management
New York
$3.99M -$974K -21,860 -20%
RBA
366
Richard Bernstein Advisors
New York
$3.99M – – –
SLI
367
Sumitomo Life Insurance
Japan
$3.98M +$392K +8,795 +11%
FIM
368
Foresters Investment Management
New York
$3.95M – – –
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$3.94M – – –
VIA
370
Virtus Investment Advisers
Connecticut
$3.92M -$764K -17,147 -16%
QT
371
Quantbot Technologies
New York
$3.91M +$3.91M +87,815 New
APFBOT
372
Amica Pension Fund Board of Trustees
Rhode Island
$3.88M – – –
OAM
373
Oppenheimer Asset Management
New York
$3.85M +$357K +8,006 +10%
RIM
374
Regent Investment Management
Kentucky
$3.8M +$1.16M +26,040 +44%
HW
375
Hancock Whitney
Mississippi
$3.8M -$218K -4,900 -5%
13 14
15
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