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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 %
FMBTD
401
First Midwest Bank Trust Division
Illinois
$3.05M -$65.5K -1,359 -2%
CF
402
CNA Financial
Illinois
$3.04M – – –
GCP
403
GSA Capital Partners
United Kingdom
$3.03M -$655K -13,590 -18%
BF
404
BOK Financial
Oklahoma
$3.03M +$16.7K +347 +0.6%
PCM
405
Pointe Capital Management
Michigan
$3.02M – – –
IA
406
Icon Advisers
Colorado
$2.98M – – –
Daiwa Securities Group
407
Daiwa Securities Group
Japan
$2.97M -$1.03M -21,332 -26%
FA
408
FDx Advisors
Illinois
$2.97M +$53.5K +1,110 +2%
AIP
409
Ameritas Investment Partners
Nebraska
$2.96M – – –
LMGAM
410
Liberty Mutual Group Asset Management
Massachusetts
$2.94M -$1.57M -32,539 -35%
PSUF
411
People's United Financial
Connecticut
$2.89M +$85K +1,765 +3%
TCM
412
Telos Capital Management
California
$2.82M +$115K +2,378 +4%
WSTAM
413
Wilbanks Smith & Thomas Asset Management
Virginia
$2.8M -$50.4K -1,047 -2%
WCA
414
Westover Capital Advisors
Delaware
$2.8M +$2.8M +58,096 New
GCA
415
Greenwood Capital Associates
South Carolina
$2.75M -$96K -1,993 -3%
MYLI
416
Meiji Yasuda Life Insurance
Japan
$2.74M +$1.2M +24,900 +78%
YIA
417
YHB Investment Advisors
Connecticut
$2.74M +$1.87M +38,825 +216%
Creative Planning
418
Creative Planning
Kansas
$2.71M -$230K -4,783 -8%
GFPC
419
Global Financial Private Capital
Florida
$2.71M +$509K +10,558 +23%
SBIA
420
Sheaff Brock Investment Advisors
Indiana
$2.7M +$1.5M +31,228 +125%
Thrivent Financial for Lutherans
421
Thrivent Financial for Lutherans
Minnesota
$2.7M +$104K +2,151 +4%
MC
422
MRJ Capital
New York
$2.67M – – –
ACM
423
Advent Capital Management
New York
$2.65M +$2.65M +55,000 New
MWM
424
Meridian Wealth Management
Kentucky
$2.63M -$723 -15 -0%
NLI
425
Nippon Life Insurance
Japan
$2.6M +$51.9K +1,078 +2%
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