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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 %
PG
551
Pendal Group
Australia
$898K -$442K -9,174 -33%
Lord, Abbett & Co
552
Lord, Abbett & Co
New Jersey
$895K +$18.7K +388 +2%
AI
553
Atria Investments
North Carolina
$889K +$361K +7,490 +68%
CIBC Private Wealth Group
554
CIBC Private Wealth Group
Georgia
$882K +$62.2K +1,292 +8%
TF
555
TIAA FSB
Florida
$873K +$84.3K +1,750 +11%
BOH
556
Bank of Hawaii
Hawaii
$867K -$126K -2,615 -13%
TH
557
Timber Hill
Connecticut
$865K +$865K +17,956 New
AAM
558
Advisors Asset Management
Colorado
$863K -$56.1K -1,165 -6%
WC
559
Whitnell & Co
Illinois
$862K – – –
FWCM
560
Ferguson Wellman Capital Management
Oregon
$853K -$9.63K -200 -1%
SW
561
SVB Wealth
Massachusetts
$849K -$68.4K -1,420 -7%
RIM
562
Rampart Investment Management
Connecticut
$843K +$54.6K +1,134 +7%
LOAME
563
Lombard Odier Asset Management (Europe)
United Kingdom
$827K – – –
HAG
564
HighPoint Advisor Group
Illinois
$821K +$28.3K +561 +4%
FNFDCM
565
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$820K – – –
KAS
566
Kemnay Advisory Services
New York
$818K -$57.3K -1,188 -7%
SM
567
Salzhauer Michael
$813K – – –
IFWM
568
Institute for Wealth Management
Colorado
$805K +$5.99K +124 +0.7%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$800K -$6.98K -145 -0.9%
AFNAS
570
American Financial Network Advisory Services
California
$796K +$796K +16,530 New
MF
571
Magnetar Financial
Illinois
$779K -$839K -17,430 -52%
BIM
572
Beach Investment Management
Pennsylvania
$776K +$776K +16,110 New
DPIM
573
Duff & Phelps Investment Management
Illinois
$767K -$18.3K -380 -2%
CO
574
Caldwell & Orkin
Georgia
$766K +$236K +4,900 +45%
BCM
575
Brown Capital Management
Maryland
$758K -$92.1K -1,912 -11%
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