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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 %
LIA
426
LS Investment Advisors
Michigan
$2.6M -$35.5K -737 -1%
V
427
Veritable
Delaware
$2.58M -$68.4K -1,419 -3%
CI
428
Cigna Investments
Connecticut
$2.58M -$34K -706 -1%
LTI
429
Laffer Tengler Investments
Tennessee
$2.53M -$187K -3,885 -7%
FCBT
430
First Citizens Bank & Trust
North Carolina
$2.52M +$2.07M +43,064 +462%
RJFSA
431
Raymond James Financial Services Advisors
Florida
$2.51M +$273K +5,674 +12%
RAM
432
Roanoke Asset Management
New Jersey
$2.49M -$292K -6,070 -11%
MERSOM
433
Municipal Employees' Retirement System of Michigan
Michigan
$2.48M -$511K -10,610 -17%
JIC
434
Joel Isaacson & Co
New York
$2.47M -$25.6K -532 -1%
CCM
435
Compton Capital Management
Rhode Island
$2.39M -$73.4K -1,525 -3%
MYAM
436
Meiji Yasuda Asset Management
Japan
$2.37M +$322K +6,685 +16%
AF
437
Ally Financial
Michigan
$2.31M – – –
RE
438
RBC Europe
United Kingdom
$2.26M +$2.26M +46,867 New
SC
439
Scotia Capital
Ontario, Canada
$2.26M +$154K +3,194 +7%
SQA
440
Simon Quick Advisors
New Jersey
$2.19M +$91.3K +1,895 +4%
CCM
441
Cadence Capital Management
Massachusetts
$2.15M -$119K -2,463 -5%
NONA
442
Ninety One North America
New York
$2.14M – – –
PAM
443
Panagora Asset Management
Massachusetts
$1.99M -$18M -372,694 -90%
AC
444
Argentiere Capital
Switzerland
$1.96M – – –
MML Investors Services
445
MML Investors Services
Massachusetts
$1.96M +$720K +14,954 +58%
GQG Partners
446
GQG Partners
Florida
$1.94M +$1.94M +40,338 New
AAIM
447
American Assets Investment Management
California
$1.93M – – –
Cambridge Investment Research Advisors
448
Cambridge Investment Research Advisors
Iowa
$1.9M +$237K +4,915 +14%
II
449
IFM Investors
Australia
$1.88M +$50.2K +1,041 +3%
CWM
450
Calamos Wealth Management
Illinois
$1.86M +$337K +6,996 +22%
16 17
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