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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 %
AB
576
AT Bancorp
Iowa
$1.12M +$135K +2,583 +14%
BSPF
577
British Steel Pension Fund
United Kingdom
$1.11M – – –
BAC
578
Boys Arnold & Co
North Carolina
$1.1M -$18.4K -350 -2%
UIA
579
UBP Investment Advisors
Switzerland
$1.09M +$1.09M +20,800 New
TH
580
TCTC Holdings
Texas
$1.09M – – –
RCP
581
Rothschild Capital Partners
New York
$1.09M -$23.2K -442 -2%
STA
582
Summit Trail Advisors
New York
$1.08M +$1.08M +19,158 New
OIM
583
Orca Investment Management
Oregon
$1.07M – – –
HT
584
HAP Trading
New York
$1.07M +$1.07M +20,467 New
AAM
585
Advisors Asset Management
Colorado
$1.06M +$122K +2,321 +13%
BTNA
586
Bremer Trust National Association
Minnesota
$1.06M +$252K +4,795 +31%
PCM
587
Prelude Capital Management
New York
$1.06M +$1.04M +19,858 +6,619%
GAG
588
GM Advisory Group
New York
$1.05M -$5.25K -100 -0.5%
BCM
589
Bayesian Capital Management
New York
$1.05M +$403K +7,680 +62%
UM
590
Ulysses Management
New York
$1.05M +$1.05M +20,000 New
DCM
591
Dupont Capital Management
Delaware
$1.03M -$5.35M -101,954 -84%
TF
592
TIAA FSB
Florida
$1.03M +$80.3K +1,529 +8%
DS
593
DRW Securities
Illinois
$1.02M +$1.02M +19,512 New
RIM
594
Rampart Investment Management
Connecticut
$1.01M +$89.1K +1,699 +10%
NERM
595
New England Research & Management
Illinois
$1.01M +$1.01M +19,150 New
DDC
596
DF Dent & Co
Maryland
$1M +$1M +19,124 New
AFM
597
Abbot Financial Management
Massachusetts
$989K +$13.1K +250 +1%
PG
598
Pendal Group
Australia
$978K – – –
CAN
599
Cetera Advisor Networks
California
$970K +$378K +7,250 +64%
JIP
600
Jaffetilchin Investment Partners
Florida
$961K +$696K +13,280 +263%
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