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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 %
AAIM
476
American Assets Investment Management
California
$2.1M – – –
UCFA
477
United Capital Financial Advisors
Texas
$2.09M +$328K +6,229 +19%
SSA
478
Schonfeld Strategic Advisors
New York
$2.06M +$2.06M +39,279 New
II
479
IFM Investors
Australia
$2.03M -$16.8K -320 -0.8%
DCM
480
Donaldson Capital Management
Indiana
$2M +$538K +10,261 +37%
EU
481
Emory University
Georgia
$1.99M +$110K +2,094 +6%
TCM
482
Twin Capital Management
Pennsylvania
$1.97M -$7.87K -150 -0.4%
CWM
483
Calamos Wealth Management
Illinois
$1.97M -$61.4K -1,171 -3%
EAM
484
Eagle Asset Management
Florida
$1.95M +$1.95M +36,058 New
KRSITF
485
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.94M -$36.4K -694 -2%
CL
486
Croft-Leominster
Maryland
$1.94M -$8.82M -168,027 -82%
GQG Partners
487
GQG Partners
Florida
$1.93M -$184K -3,502 -9%
FAAS
488
First Allied Advisory Services
California
$1.92M +$112K +2,132 +6%
SC
489
Scotia Capital
Ontario, Canada
$1.91M -$550K -10,480 -22%
BAM
490
Burgundy Asset Management
Ontario, Canada
$1.89M – – –
AP
491
Advisor Partners
California
$1.89M +$107K +1,858 +6%
CK
492
Cohen Klingenstein
New York
$1.88M – – –
CNBT
493
Canandaigua National Bank & Trust
New York
$1.88M +$12.9K +245 +0.7%
CC
494
ClearArc Capital
Ohio
$1.86M -$48.3K -921 -3%
CG
495
Cutler Group
California
$1.85M -$1.97M -37,627 -52%
HNB
496
Huntington National Bank
Ohio
$1.85M +$997 +19 +0.1%
IRF
497
IBM Retirement Fund
New York
$1.83M -$71.1K -1,236 -4%
ID
498
Integral Derivatives
New York
$1.8M +$1.24M +23,600 +221%
CI
499
Conning Inc
Connecticut
$1.8M -$49.3K -940 -3%
JIR
500
James Investment Research
Ohio
$1.79M -$42K -800 -2%
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