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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 %
ECM
526
ETrade Capital Management
Virginia
$1.52M +$77.6K +1,479 +5%
PAM
527
Palisade Asset Management
Minnesota
$1.5M +$210K +4,000 +16%
CC
528
Courier Capital
New York
$1.5M +$4.25K +81 +0.3%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$1.49M +$140K +2,663 +10%
TW
530
Transform Wealth
Colorado
$1.48M +$114K +2,178 +8%
NO
531
Ninety One
South Africa
$1.46M – – –
DVM
532
Dreman Value Management
Florida
$1.45M -$44.1K -840 -3%
PFT
533
Providence First Trust
Arizona
$1.43M – – –
OMCS
534
Old Mutual Customised Solutions
South Africa
$1.43M – – –
BCM
535
BlueCrest Capital Management
Jersey
$1.42M -$3.93M -74,957 -73%
QSS
536
Quantitative Systematic Strategies
Florida
$1.42M +$1.42M +27,103 New
PCIG
537
Partners Capital Investment Group
Massachusetts
$1.41M +$704K +13,420 +99%
FB
538
Fulton Bank
Pennsylvania
$1.41M +$75.6K +1,441 +6%
KPCM
539
Kings Point Capital Management
New York
$1.41M +$1.02M +19,494 +265%
WIA
540
Westbourne Investment Advisors
Maryland
$1.41M -$97K -1,850 -6%
QI
541
QS Investors
New York
$1.38M -$46.7K -890 -3%
AW
542
ACG Wealth
Georgia
$1.38M -$308K -5,870 -18%
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$1.36M -$153K -2,910 -10%
RFC
544
Regions Financial Corp
Alabama
$1.36M +$44K +838 +3%
PAG
545
Private Advisor Group
New Jersey
$1.34M -$553K -10,483 -29%
KFC
546
Klingenstein Fields & Co
New York
$1.33M – – –
VAM
547
Verity Asset Management
North Carolina
$1.33M +$1.33M +23,457 New
ECM
548
Everence Capital Management
Indiana
$1.31M -$184K -3,510 -12%
FNT
549
First National Trust
Pennsylvania
$1.29M -$89.9K -1,714 -6%
ACP
550
Arcus Capital Partners
Georgia
$1.29M – – –
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