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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 %
1SB
576
1ST Source Bank
Indiana
$751K -$92K -1,911 -11%
OA
577
Oxbow Advisors
Texas
$747K -$482K -10,000 -39%
TCOT
578
Trust Company of Toledo
Ohio
$746K – – –
BTNA
579
Bremer Trust National Association
Minnesota
$745K +$745K +15,450 New
OIA
580
Optimum Investment Advisors
Illinois
$733K +$171K +3,552 +30%
CCM
581
Cullen Capital Management
New York
$732K – – –
EGM
582
Engineers Gate Manager
New York
$727K +$727K +15,088 New
CI
583
Cowen Inc
New York
$723K +$723K +15,000 New
PGIM
584
Pacific Global Investment Management
California
$721K -$44.8K -930 -6%
DAM
585
Delta Asset Management
Tennessee
$719K -$78.6K -1,632 -10%
IH
586
IFC Holdings
Florida
$712K -$40.9K -853 -5%
EFS
587
Essex Financial Services
Connecticut
$703K +$16.1K +335 +2%
MFW
588
Mosaic Family Wealth
Missouri
$688K +$200K +4,160 +41%
AC
589
Abbrea Capital
California
$677K +$105K +2,170 +18%
CAM
590
Carret Asset Management
New York
$676K -$13.2K -275 -2%
WOC
591
West Oak Capital
California
$670K -$22.9K -475 -3%
2L
592
22NW LP
Washington
$670K -$578K -12,000 -46%
DSC
593
Duncker Streett & Co
Missouri
$670K +$193 +4 +0%
KWMG
594
King Wealth Management Group
Florida
$666K -$9.63K -200 -1%
WIS
595
Wright Investors Service
Connecticut
$663K +$12.6K +262 +2%
SI
596
Stephens Inc
Arkansas
$662K -$20.7K -430 -3%
BC
597
Banced Corp
Illinois
$659K -$71.7K -1,488 -10%
WAM
598
Wealthspire Advisors (Maryland)
Maryland
$657K -$73.5K -1,525 -10%
SIC
599
Salem Investment Counselors
North Carolina
$652K +$50.4K +1,038 +8%
PCIG
600
Partners Capital Investment Group
Massachusetts
$651K +$651K +13,521 New
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