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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 %
William Blair & Company
376
William Blair & Company
Illinois
$3.91M +$21.6K +449 +0.6%
LS
377
Livforsakringsbolaget Skandia
Sweden
$3.89M – – –
VIA
378
Virtus Investment Advisers
Connecticut
$3.88M -$361K -7,488 -9%
HW
379
Hancock Whitney
Mississippi
$3.87M -$232K -4,825 -6%
PP
380
Patten & Patten
Tennessee
$3.87M -$57.8K -1,200 -1%
LG
381
Leuthold Group
Minnesota
$3.87M +$2.75M +57,135 +247%
AG
382
Advisor Group
Arizona
$3.87M -$51.9K -1,077 -1%
LMIM
383
Lockheed Martin Investment Management
Maryland
$3.85M – – –
OI
384
Oakbrook Investments
Illinois
$3.69M -$944K -19,600 -20%
CFP
385
Cornerstone Financial Partners
North Carolina
$3.67M -$249K -5,172 -6%
AMM
386
American Money Management
California
$3.64M -$37.6K -780 -1%
OC
387
Oppenheimer & Co
New York
$3.62M +$138K +2,864 +4%
CG
388
Cutler Group
California
$3.51M +$123K +2,552 +4%
MHC
389
Meyer Handelman Company
New York
$3.51M -$75.6K -1,569 -2%
KOCAA
390
Knights of Columbus Asset Advisors
Connecticut
$3.46M -$308K -6,400 -8%
NC
391
Northpointe Capital
Michigan
$3.4M -$1.94M -40,306 -36%
KIA
392
KCM Investment Advisors
California
$3.38M -$189K -3,928 -5%
CIC
393
Cornercap Investment Counsel
Georgia
$3.32M -$7.71K -160 -0.2%
WI
394
WBI Investments
New Jersey
$3.29M -$98.1K -2,036 -3%
BCM
395
BTC Capital Management
Iowa
$3.19M -$71.5K -1,483 -2%
BNP Paribas Asset Management
396
BNP Paribas Asset Management
France
$3.14M -$349K -7,240 -10%
JCM
397
Jafra Capital Management
New York
$3.14M -$2.08M -43,151 -40%
CIP
398
Convergence Investment Partners
Florida
$3.1M -$403K -8,370 -12%
FLPIM
399
F.L. Putnam Investment Management
Massachusetts
$3.09M +$3.09M +64,153 New
Jane Street
400
Jane Street
New York
$3.07M -$1.48M -30,824 -33%
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