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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 %
LFAS
501
Level Four Advisory Services
Texas
$1.79M +$128K +2,439 +8%
CAM
502
Covenant Asset Management
New Jersey
$1.73M +$56.2K +1,071 +3%
MNBTD
503
Moody National Bank Trust Division
Texas
$1.73M -$2.62K -50 -0.2%
HWA
504
HCR Wealth Advisors
California
$1.71M +$64.5K +1,230 +4%
2L
505
22NW LP
Washington
$1.7M +$966K +18,400 +132%
HAI
506
Hennessy Advisors Inc
California
$1.68M +$157K +3,000 +10%
Marshall Wace
507
Marshall Wace
United Kingdom
$1.68M -$201K -3,834 -11%
HVIA
508
Hudson Valley Investment Advisors
New York
$1.67M +$44.9K +855 +3%
CWM
509
Catamount Wealth Management
Connecticut
$1.66M -$36.8K -702 -2%
BDS
510
Banco de Sabadell
Florida
$1.65M +$1.65M +31,434 New
CIM
511
CenturyLink Investment Management
Colorado
$1.63M -$268K -5,107 -14%
Loomis, Sayles & Company
512
Loomis, Sayles & Company
Massachusetts
$1.63M +$353K +6,734 +28%
GIA
513
Gargoyle Investment Advisor
New Jersey
$1.63M – – –
EGM
514
Engineers Gate Manager
New York
$1.63M +$834K +15,906 +105%
ANRIA
515
American National Registered Investment Advisor
Texas
$1.62M -$2.62K -50 -0.2%
SACTSONJ
516
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M – – –
AFG
517
Albion Financial Group
Utah
$1.62M +$143K +2,720 +10%
RIL
518
Rothschild Investment LLC
Illinois
$1.61M -$52.2K -996 -3%
CB
519
Commerce Bank
Missouri
$1.55M -$368K -7,023 -19%
CICI
520
Capital Investment Counsel Inc
North Carolina
$1.55M -$40.7K -776 -3%
PCM
521
Price Capital Management
Louisiana
$1.54M +$1.54M +29,395 New
LP
522
LMR Partners
United Kingdom
$1.54M -$342K -6,527 -18%
TMAM
523
Tokio Marine Asset Management
Japan
$1.54M +$295K +5,612 +24%
ZCA
524
Zeke Capital Advisors
Pennsylvania
$1.53M +$290K +5,519 +23%
GAM
525
Gotham Asset Management
New York
$1.52M -$209K -3,987 -12%
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