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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 %
BNP Paribas Asset Management
401
BNP Paribas Asset Management
France
$3.23M +$1.05M +23,520 +48%
OC
402
Oppenheimer & Co
New York
$3.22M -$608K -13,642 -16%
CG
403
Cutler Group
California
$3.13M +$2.91M +65,319 +1,306%
WI
404
WBI Investments
New Jersey
$3.13M +$3.13M +70,286 New
LSA
405
L & S Advisors
California
$3.09M +$3.09M +69,258 New
CIC
406
Cornercap Investment Counsel
Georgia
$3.08M +$574K +12,870 +23%
MA
407
Montag & Associates
Georgia
$3.06M -$981K -22,013 -24%
SSA
408
Schonfeld Strategic Advisors
New York
$3.02M +$1.19M +26,684 +65%
BCM
409
BTC Capital Management
Iowa
$3.01M +$52.9K +1,188 +2%
KPF
410
K2 Principal Fund
Ontario, Canada
$2.9M +$223K +5,000 +8%
CA
411
Cornerstone Advisors
North Carolina
$2.9M +$624K +14,000 +27%
GT
412
Glenmede Trust
Pennsylvania
$2.88M – – –
FMBTD
413
First Midwest Bank Trust Division
Illinois
$2.88M +$14.7K +330 +0.5%
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$2.83M – – –
NIT
415
NumerixS Investment Technologies
British Columbia, Canada
$2.83M +$2.56M +57,542 +982%
AIP
416
Ameritas Investment Partners
Nebraska
$2.82M -$41.5K -931 -1%
CF
417
CNA Financial
Illinois
$2.81M -$436K -9,777 -13%
PCM
418
Pointe Capital Management
Michigan
$2.79M +$2.79M +62,600 New
BF
419
BOK Financial
Oklahoma
$2.78M -$34.5K -775 -1%
MERSOM
420
Municipal Employees' Retirement System of Michigan
Michigan
$2.77M -$171K -3,830 -6%
IA
421
Icon Advisers
Colorado
$2.76M +$771K +17,300 +39%
Creative Planning
422
Creative Planning
Kansas
$2.72M -$591K -13,259 -18%
FA
423
FDx Advisors
Illinois
$2.7M -$198K -4,443 -7%
PAG
424
Private Advisory Group
Washington
$2.68M +$2.67M +1,938,124 +27,511%
WSTAM
425
Wilbanks Smith & Thomas Asset Management
Virginia
$2.64M +$25.4K +571 +1%
15 16
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