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Morgan Stanley
MS

Overview Fund Activity

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$287M
3
EIP
Epoch Investment Partners
New York
+$215M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$188M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$186M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$635M
2
VH
ValueAct Holdings
California
-$386M
3
State Street
State Street
Massachusetts
-$156M
4
Ameriprise
Ameriprise
Minnesota
-$148M
5
Millennium Management
Millennium Management
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
426
Wealthfront
California
$2.54M +$154K +3,598 +6%
RIM
427
Regent Investment Management
Kentucky
$2.54M +$1.65M +38,520 +186%
CI
428
Cigna Investments
Connecticut
$2.53M +$256K +5,984 +11%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$2.51M -$68.8K -1,605 -3%
BPM
430
Bowling Portfolio Management
Ohio
$2.48M +$2.48M +57,768 New
LTI
431
Laffer Tengler Investments
Tennessee
$2.42M – – –
CIC
432
Cornercap Investment Counsel
Georgia
$2.41M +$2.41M +56,150 New
AL
433
Airain Ltd
Guernsey
$2.38M +$2M +46,580 +518%
MC
434
MRJ Capital
New York
$2.38M +$17.1K +400 +0.7%
SC
435
Scotia Capital
Ontario, Canada
$2.36M +$849K +19,819 +56%
AP
436
AHL Partners
United Kingdom
$2.36M -$2.02M -47,269 -46%
ST
437
Sentinel Trust
Texas
$2.32M -$1.6M -37,285 -41%
NLI
438
Nippon Life Insurance
Japan
$2.3M -$379K -8,858 -14%
CC
439
Colrain Capital
Massachusetts
$2.3M -$1.88M -43,806 -45%
LIA
440
LS Investment Advisors
Michigan
$2.27M +$204K +4,769 +10%
TCM
441
Telos Capital Management
California
$2.27M -$836K -19,508 -27%
Thrivent Financial for Lutherans
442
Thrivent Financial for Lutherans
Minnesota
$2.26M -$59.3M -1,383,510 -96%
JIC
443
Joel Isaacson & Co
New York
$2.26M -$42.2K -985 -2%
EGM
444
Engineers Gate Manager
New York
$2.23M -$1.78M -41,448 -44%
V
445
Veritable
Delaware
$2.2M +$12K +281 +0.5%
NIMI
446
Natixis Investment Managers International
France
$2.19M +$585K +13,653 +36%
CA
447
Cornerstone Advisors
North Carolina
$2.19M +$2.19M +51,000 New
CCM
448
Compton Capital Management
Rhode Island
$2.17M -$4.29K -100 -0.2%
BNP Paribas Asset Management
449
BNP Paribas Asset Management
France
$2.1M -$665K -15,512 -24%
IH
450
IFC Holdings
Florida
$2.1M +$75.1K +1,757 +4%
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