MS icon

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
+$193M
2
Citadel Advisors
Citadel Advisors
Florida
+$183M
3
AAMU
Amundi Asset Management US
Massachusetts
+$182M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$87.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$603M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$170M
3
Bank of America
Bank of America
North Carolina
-$152M
4
Credit Agricole
Credit Agricole
France
-$123M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
426
Group One Trading
Illinois
$3.23M +$3.23M +61,467 New
FCBT
427
First Citizens Bank & Trust
North Carolina
$3.21M +$459K +8,754 +17%
PSUF
428
People's United Financial
Connecticut
$3.17M +$19.1K +364 +0.6%
AMM
429
American Money Management
California
$3.1M -$867K -16,521 -22%
TCM
430
Telos Capital Management
California
$3.09M +$24.5K +466 +0.8%
Creative Planning
431
Creative Planning
Kansas
$3.09M +$144K +2,738 +5%
MYLI
432
Meiji Yasuda Life Insurance
Japan
$3.08M +$93.4K +1,780 +3%
ACM
433
Advent Capital Management
New York
$3.08M +$194K +3,693 +7%
WSTAM
434
Wilbanks Smith & Thomas Asset Management
Virginia
$3M -$50.2K -957 -2%
Daiwa Securities Group
435
Daiwa Securities Group
Japan
$2.99M -$247K -4,708 -8%
LSA
436
L & S Advisors
California
$2.99M +$2.99M +57,001 New
QT
437
Quantbot Technologies
New York
$2.99M -$2.22M -42,272 -43%
YIA
438
YHB Investment Advisors
Connecticut
$2.98M – – –
Thrivent Financial for Lutherans
439
Thrivent Financial for Lutherans
Minnesota
$2.98M +$40.9K +780 +1%
LMGAM
440
Liberty Mutual Group Asset Management
Massachusetts
$2.96M -$240K -4,575 -8%
AMI
441
Amica Mutual Insurance
Rhode Island
$2.96M -$3.09M -58,810 -51%
AIP
442
Ameritas Investment Partners
Nebraska
$2.96M -$361K -6,890 -11%
GCA
443
Greenwood Capital Associates
South Carolina
$2.94M -$55.8K -1,063 -2%
MC
444
MRJ Capital
New York
$2.91M – – –
CF
445
CNA Financial
Illinois
$2.89M -$416K -7,937 -13%
LIA
446
LS Investment Advisors
Michigan
$2.81M -$22.2K -424 -0.8%
NONA
447
Ninety One North America
New York
$2.78M +$447K +8,515 +19%
LTI
448
Laffer Tengler Investments
Tennessee
$2.76M – – –
PAM
449
Panagora Asset Management
Massachusetts
$2.71M +$541K +10,305 +25%
ARTA
450
A.R.T. Advisors
New York
$2.7M -$1.76M -33,600 -39%
16 17
18
19 20