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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
+$193M
2
Citadel Advisors
Citadel Advisors
Florida
+$183M
3
AAMU
Amundi Asset Management US
Massachusetts
+$182M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$87.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$603M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$170M
3
Bank of America
Bank of America
North Carolina
-$152M
4
Credit Agricole
Credit Agricole
France
-$123M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
351
White Pine Investment Company
Michigan
$5.39M -$71.9K -1,370 -1%
BMM
352
Buffington Mohr McNeal
Idaho
$5.37M -$3.15K -60 -0.1%
DY
353
Dowling & Yahnke
California
$5.28M +$93.9K +1,790 +2%
AAF
354
Andra AP-fonden
Sweden
$5.26M -$776K -14,800 -13%
HHMI
355
Howard Hughes Medical Institute
Maryland
$5.25M – – –
RBA
356
Richard Bernstein Advisors
New York
$5.23M +$533K +10,163 +11%
NEI
357
Northwest & Ethical Investments
Ontario, Canada
$5.17M -$312K -5,945 -6%
RIM
358
Redpoint Investment Management
Australia
$5.09M +$5.09M +96,948 New
CC
359
Cipher Capital
New York
$5.04M +$5.04M +96,067 New
W
360
Wealthfront
California
$5.01M +$428K +8,165 +9%
EDRH
361
Edmond de Rothschild Holding
Switzerland
$4.96M +$167K +3,190 +3%
FTIOP
362
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.94M +$3.43M +65,386 +228%
RAG
363
Roof Advisory Group
Pennsylvania
$4.93M +$4.93M +94,009 New
SCM
364
Stevens Capital Management
Pennsylvania
$4.92M -$7.15M -136,186 -59%
BTS
365
BB&T Securities
Virginia
$4.88M +$26.8K +511 +0.6%
SEC
366
Seven Eight Capital
New York
$4.84M +$4.84M +92,201 New
RIM
367
Regent Investment Management
Kentucky
$4.84M +$184K +3,515 +4%
PAI
368
Pittenger & Anderson Inc
Nebraska
$4.83M +$543K +10,350 +13%
JWBC
369
J.W. Burns & Co
New York
$4.82M -$10.3K -197 -0.2%
CBT
370
Central Bank & Trust
Kentucky
$4.77M -$17.1K -325 -0.4%
AIC
371
Argus Investors Counsel
New York
$4.73M -$114K -2,176 -2%
DCM
372
Dimension Capital Management
Florida
$4.71M -$83.2K -1,586 -2%
IWA
373
IBEX Wealth Advisors
New Jersey
$4.65M -$44.8K -848 -1%
FIM
374
Foresters Investment Management
New York
$4.65M – – –
SCCM
375
Schafer Cullen Capital Management
New York
$4.62M -$16.3K -310 -0.4%
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