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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
$2.15B
2
Citadel Advisors
Citadel Advisors
Florida
$256M
3
AAMU
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
Bank of America
North Carolina
$714M
4
Credit Agricole
Credit Agricole
France
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
376
Advisor Group
Arizona
$4.59M +$376K +7,170 +9%
LD
377
Lipe & Dalton
New York
$4.55M -$632K -12,042 -12%
WBC
378
Westpac Banking Corp
Australia
$4.54M -$540K -10,294 -11%
FT
379
Fiduciary Trust
Massachusetts
$4.51M +$130K +2,477 +3%
KRS
380
Kentucky Retirement Systems
Kentucky
$4.5M -$84.5K -1,610 -2%
CA
381
Cornerstone Advisors
North Carolina
$4.43M – – –
William Blair & Company
382
William Blair & Company
Illinois
$4.42M +$164K +3,127 +4%
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$4.42M -$210K -4,000 -5%
SLI
384
Sumitomo Life Insurance
Japan
$4.41M -$178K -3,397 -4%
APFBOT
385
Amica Pension Fund Board of Trustees
Rhode Island
$4.4M – – –
BPM
386
Bowling Portfolio Management
Ohio
$4.33M +$4.33M +82,589 New
CFP
387
Cornerstone Financial Partners
North Carolina
$4.33M +$324K +6,165 +8%
NB
388
Norinchukin Bank
Japan
$4.32M -$1.06M -20,284 -20%
MA
389
Montag & Associates
Georgia
$4.31M -$13.1K -250 -0.3%
AF
390
Arrow Financial
New York
$4.27M -$58.4K -1,113 -1%
LMIM
391
Lockheed Martin Investment Management
Maryland
$4.2M – – –
TBA
392
Train Babcock Advisors
New York
$4.12M -$142K -2,702 -3%
OAM
393
Oppenheimer Asset Management
New York
$4.1M – – –
LG
394
Leuthold Group
Minnesota
$4.08M -$138K -2,626 -3%
Simplex Trading
395
Simplex Trading
Illinois
$3.97M +$3.91M +74,493 +6,162%
CIP
396
Convergence Investment Partners
Florida
$3.96M +$578K +11,017 +17%
VIA
397
Virtus Investment Advisers
Connecticut
$3.92M -$306K -5,833 -7%
CSS
398
Cubist Systematic Strategies
Connecticut
$3.88M +$1.91M +36,467 +97%
CAL
399
Capital Analysts LLC
Pennsylvania
$3.8M +$3.73M +71,103 +5,516%
Temasek Holdings
400
Temasek Holdings
Singapore
$3.79M -$1.89M -36,087 -33%
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