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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 %
ZCA
526
Zeke Capital Advisors
Pennsylvania
$1.14M +$439K +9,116 +63%
SBA
527
Seven Bridges Advisors
New York
$1.11M +$11.8K +246 +1%
LAM
528
Lingohr Asset Management
Germany
$1.1M -$577K -11,426 -34%
P
529
Pitcairn
Pennsylvania
$1.1M -$29.5K -613 -3%
American Century Companies
530
American Century Companies
Missouri
$1.08M -$818K -16,990 -43%
DLG
531
Daniel L. Goodwin
$1.06M – – –
CAM
532
Cacti Asset Management
Georgia
$1.06M – – –
TYCC
533
Texas Yale Capital Corp
Florida
$1.05M – – –
LCM
534
Leisure Capital Management
California
$1.05M +$1.05M +21,861 New
SOADOR
535
State of Alaska Department of Revenue
Alaska
$1.05M +$776K +16,110 +288%
IA
536
IFP Advisors
Florida
$1.03M -$452K -9,377 -30%
BAC
537
Boys Arnold & Co
North Carolina
$1.02M -$89.1K -1,850 -8%
RCP
538
Rothschild Capital Partners
New York
$1.02M -$171K -3,557 -14%
BSPF
539
British Steel Pension Fund
United Kingdom
$1.01M -$252K -5,227 -20%
TH
540
TCTC Holdings
Texas
$1M – – –
OIM
541
Orca Investment Management
Oregon
$986K – – –
WG
542
Winton Group
United Kingdom
$983K -$347K -7,202 -26%
GAG
543
GM Advisory Group
New York
$971K – – –
WCA
544
Waratah Capital Advisors
Ontario, Canada
$964K -$339K -7,045 -26%
CTC
545
Central Trust Company
Missouri
$963K +$119K +2,465 +14%
AAS
546
Annex Advisory Services
Wisconsin
$952K +$952K +19,773 New
AFM
547
Abbot Financial Management
Massachusetts
$950K – – –
SFS
548
Sowell Financial Services
Arkansas
$940K +$409K +8,239 +77%
Janney Montgomery Scott
549
Janney Montgomery Scott
Pennsylvania
$911K +$243K +5,054 +36%
AB
550
AT Bancorp
Iowa
$907K +$116K +2,414 +15%
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