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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
+$188M
2
MCM
Moore Capital Management
New York
+$104M
3
NI
Numeric Investors
Massachusetts
+$103M
4
Bank of America
Bank of America
North Carolina
+$90.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$88.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$288M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$189M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$170M
4
State Street
State Street
Massachusetts
-$126M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
476
Colrain Capital
Massachusetts
$1.61M -$289K -6,000 -15%
PA
477
Profund Advisors
Maryland
$1.61M +$74K +1,535 +5%
Verition Fund Management
478
Verition Fund Management
Connecticut
$1.61M +$1.23M +25,529 +321%
UCFA
479
United Capital Financial Advisors
Texas
$1.61M +$111K +2,314 +7%
GAM
480
Gotham Asset Management
New York
$1.59M -$255K -5,288 -14%
MNBTD
481
Moody National Bank Trust Division
Texas
$1.59M -$434K -9,000 -21%
FWIA
482
Fort Washington Investment Advisors
Ohio
$1.57M +$1.57M +32,640 New
Pacer Advisors
483
Pacer Advisors
Pennsylvania
$1.57M +$1.45K +30 +0.1%
CWM
484
Catamount Wealth Management
Connecticut
$1.56M -$9.64K -200 -0.6%
AW
485
ACG Wealth
Georgia
$1.55M -$508K -10,547 -25%
CAM
486
Covenant Asset Management
New Jersey
$1.54M +$17K +352 +1%
RIL
487
Rothschild Investment LLC
Illinois
$1.53M -$96.3K -2,000 -6%
LFAS
488
Level Four Advisory Services
Texas
$1.52M +$718K +14,896 +89%
HWA
489
HCR Wealth Advisors
California
$1.51M +$65.2K +1,353 +5%
GIA
490
Gargoyle Investment Advisor
New Jersey
$1.49M – – –
AP
491
Advisor Partners
California
$1.49M +$7.56K +157 +0.5%
HVIA
492
Hudson Valley Investment Advisors
New York
$1.49M +$20.8K +432 +1%
ANRIA
493
American National Registered Investment Advisor
Texas
$1.49M -$433K -9,000 -23%
NBC
494
Neuberger Berman Canada
Ontario, Canada
$1.49M +$30.1K +625 +2%
SACTSONJ
495
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.49M – – –
CICI
496
Capital Investment Counsel Inc
North Carolina
$1.46M -$59K -1,225 -4%
GCA
497
Gideon Capital Advisors
New York
$1.46M +$808K +16,766 +123%
HAI
498
Hennessy Advisors Inc
California
$1.4M – – –
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$112K +2,328 +9%
WIA
500
Westbourne Investment Advisors
Maryland
$1.38M -$6.02K -125 -0.4%
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