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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 %
AF
376
Arrow Financial
New York
$3.71M -$141K -3,173 -4%
Daiwa Securities Group
377
Daiwa Securities Group
Japan
$3.7M +$646K +14,500 +21%
TBA
378
Train Babcock Advisors
New York
$3.64M +$2.68M +60,080 +277%
PP
379
Patten & Patten
Tennessee
$3.63M +$322K +7,221 +10%
AG
380
Advisor Group
Arizona
$3.62M +$297K +6,663 +9%
CFP
381
Cornerstone Financial Partners
North Carolina
$3.62M +$252K +5,672 +7%
CBT
382
Central Bank & Trust
Kentucky
$3.62M +$3.56M +79,957 +6,501%
LTFS
383
Ladenburg Thalmann Financial Services
Florida
$3.6M +$11.8K +264 +0.3%
William Blair & Company
384
William Blair & Company
Illinois
$3.6M +$223K +5,007 +7%
LS
385
Livforsakringsbolaget Skandia
Sweden
$3.6M – – –
LMIM
386
Lockheed Martin Investment Management
Maryland
$3.57M -$1.78M -40,000 -33%
PAI
387
Pittenger & Anderson Inc
Nebraska
$3.5M +$387K +8,675 +12%
KOCAA
388
Knights of Columbus Asset Advisors
Connecticut
$3.49M -$109K -2,450 -3%
FG
389
FSI Group
Ohio
$3.48M – – –
GL
390
GLG LLC
New York
$3.46M -$402K -9,017 -10%
W
391
Wealthfront
California
$3.42M +$773K +17,355 +29%
GCP
392
GSA Capital Partners
United Kingdom
$3.41M -$1.04M -23,346 -23%
AMM
393
American Money Management
California
$3.4M +$244K +5,472 +8%
SCM
394
Suffolk Capital Management
New York
$3.39M -$6.57M -147,422 -66%
IG
395
ING Group
Netherlands
$3.36M -$2.12M -47,544 -39%
FT
396
Fiduciary Trust
Massachusetts
$3.32M +$298K +6,679 +10%
MHC
397
Meyer Handelman Company
New York
$3.31M -$46.7K -1,048 -1%
KIA
398
KCM Investment Advisors
California
$3.3M -$280K -6,274 -8%
D.E. Shaw & Co
399
D.E. Shaw & Co
New York
$3.26M -$1.84M -41,354 -36%
CIP
400
Convergence Investment Partners
Florida
$3.24M -$3.5M -78,531 -52%
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