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Morgan Stanley
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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 %
KAS
551
Kemnay Advisory Services
New York
$1.28M +$391K +7,462 +44%
RSS
552
Rosenblum Silverman Sutton
California
$1.27M – – –
CONA
553
Capital One National Association
New York
$1.25M -$107K -2,035 -8%
Janney Montgomery Scott
554
Janney Montgomery Scott
Pennsylvania
$1.23M +$236K +4,497 +24%
DI
555
Diligent Investors
California
$1.23M -$21K -400 -2%
P
556
Pitcairn
Pennsylvania
$1.22M +$21.5K +410 +2%
SBA
557
Seven Bridges Advisors
New York
$1.21M – – –
AI
558
Atria Investments
North Carolina
$1.21M +$239K +4,547 +25%
BWM
559
Buckley Wealth Management
Nevada
$1.2M +$1.2M +22,824 New
Lord, Abbett & Co
560
Lord, Abbett & Co
New Jersey
$1.18M +$204K +3,891 +21%
American Century Companies
561
American Century Companies
Missouri
$1.17M – – –
VF
562
Virtu Financial
New York
$1.16M +$457K +8,715 +65%
CTC
563
Central Trust Company
Missouri
$1.16M +$109K +2,084 +10%
Tudor Investment Corp
564
Tudor Investment Corp
Connecticut
$1.16M +$1.16M +22,071 New
CA
565
Cynosure Advisors
Utah
$1.16M +$1.16M +22,077 New
CAM
566
Cacti Asset Management
Georgia
$1.15M – – –
DLG
567
Daniel L. Goodwin
$1.15M – – –
AAS
568
Annex Advisory Services
Wisconsin
$1.15M +$112K +2,142 +11%
TYCC
569
Texas Yale Capital Corp
Florida
$1.15M – – –
QC
570
Quadrature Capital
United Kingdom
$1.14M +$571K +10,881 +100%
FPA
571
First Pacific Advisors
California
$1.14M +$1.14M +21,700 New
LCM
572
Leisure Capital Management
California
$1.14M -$12K -229 -1%
SBIA
573
Sheaff Brock Investment Advisors
Indiana
$1.13M -$1.81M -34,573 -62%
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$1.13M +$168K +3,209 +18%
SM
575
Southport Management
Wyoming
$1.13M +$1.13M +21,500 New
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