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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 %
FTIOP
501
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.38M +$14.9K +310 +1%
CC
502
Courier Capital
New York
$1.37M -$66K -1,369 -5%
DVM
503
Dreman Value Management
Florida
$1.37M +$223K +4,622 +19%
ECM
504
Everence Capital Management
Indiana
$1.37M – – –
AFG
505
Albion Financial Group
Utah
$1.35M +$708K +14,695 +110%
DCM
506
Donaldson Capital Management
Indiana
$1.34M +$1.34M +27,887 New
NO
507
Ninety One
South Africa
$1.33M +$43.7K +908 +3%
ECM
508
ETrade Capital Management
Virginia
$1.33M +$230K +4,774 +21%
PFT
509
Providence First Trust
Arizona
$1.32M +$582K +12,082 +79%
QI
510
QS Investors
New York
$1.31M -$3.76M -78,010 -74%
OMCS
511
Old Mutual Customised Solutions
South Africa
$1.31M – – –
FNT
512
First National Trust
Pennsylvania
$1.27M +$77.9K +1,618 +7%
TW
513
Transform Wealth
Colorado
$1.25M +$1.25M +26,027 New
CONA
514
Capital One National Association
New York
$1.24M +$242K +5,016 +24%
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$1.24M +$26K +540 +2%
FB
516
Fulton Bank
Pennsylvania
$1.23M +$50.1K +1,040 +4%
KFC
517
Klingenstein Fields & Co
New York
$1.22M -$48.2K -1,000 -4%
RFC
518
Regions Financial Corp
Alabama
$1.2M +$74.5K +1,546 +7%
PAM
519
Palisade Asset Management
Minnesota
$1.19M +$1.19M +24,620 New
ACP
520
Arcus Capital Partners
Georgia
$1.19M – – –
Loomis, Sayles & Company
521
Loomis, Sayles & Company
Massachusetts
$1.17M +$368K +7,644 +46%
RSS
522
Rosenblum Silverman Sutton
California
$1.17M – – –
QI
523
Quotient Investors
New York
$1.15M +$419K +8,700 +57%
DI
524
Diligent Investors
California
$1.15M -$67.5K -1,400 -6%
TMAM
525
Tokio Marine Asset Management
Japan
$1.14M +$394K +8,180 +53%
19 20
21
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