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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
AllianceBernstein
Tennessee
$172M
4
State Street
State Street
Massachusetts
$7.27B
5
AQR Capital Management
AQR Capital Management
Connecticut
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
351
J.W. Burns & Co
New York
$4.44M +$31K +643 +0.7%
EDRH
352
Edmond de Rothschild Holding
Switzerland
$4.4M +$4.16M +86,370 +1,712%
DCM
353
Dimension Capital Management
Florida
$4.4M +$2.89K +60 +0.1%
CBT
354
Central Bank & Trust
Kentucky
$4.4M +$488K +10,124 +12%
IWA
355
IBEX Wealth Advisors
New Jersey
$4.39M +$4.35K +88 +0.1%
SAM
356
Shell Asset Management
Netherlands
$4.38M -$991K -20,580 -18%
RBA
357
Richard Bernstein Advisors
New York
$4.31M – – –
RIM
358
Regent Investment Management
Kentucky
$4.27M +$161K +3,350 +4%
FIM
359
Foresters Investment Management
New York
$4.27M – – –
SCCM
360
Schafer Cullen Capital Management
New York
$4.25M -$61.4K -1,275 -1%
LSERS
361
Louisiana State Employees Retirement System
Louisiana
$4.25M – – –
KRS
362
Kentucky Retirement Systems
Kentucky
$4.21M -$185K -3,850 -4%
SLI
363
Sumitomo Life Insurance
Japan
$4.21M -$93.9K -1,950 -2%
W
364
Wealthfront
California
$4.2M +$510K +10,584 +14%
OAM
365
Oppenheimer Asset Management
New York
$4.1M -$62.1K -1,289 -1%
ARTA
366
A.R.T. Advisors
New York
$4.1M +$1.64M +34,100 +67%
CA
367
Cornerstone Advisors
North Carolina
$4.07M +$939K +19,500 +30%
APFBOT
368
Amica Pension Fund Board of Trustees
Rhode Island
$4.04M -$154K -3,187 -4%
FT
369
Fiduciary Trust
Massachusetts
$4.02M +$430K +8,931 +12%
Neuberger Berman Group
370
Neuberger Berman Group
New York
$3.99M -$807K -16,758 -17%
AF
371
Arrow Financial
New York
$3.98M -$34.1K -708 -0.9%
MA
372
Montag & Associates
Georgia
$3.97M +$654K +13,571 +20%
IG
373
ING Group
Netherlands
$3.94M +$317K +6,573 +9%
PAI
374
Pittenger & Anderson Inc
Nebraska
$3.94M +$152K +3,150 +4%
TBA
375
Train Babcock Advisors
New York
$3.92M -$21.7K -450 -0.6%
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