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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 %
RJT
601
Raymond James Trust
Florida
$648K -$90K -1,870 -12%
VF
602
Virtu Financial
New York
$647K +$398K +8,253 +159%
WA
603
WESPAC Advisors
California
$639K +$3.52K +73 +0.6%
ARM
604
Adirondack Research & Management
New York
$638K – – –
BRWA
605
B. Riley Wealth Advisors
Florida
$638K +$69.9K +1,449 +12%
BCMO
606
Buckingham Capital Management (Ohio)
Ohio
$633K -$63.6K -1,320 -9%
DADC
607
D.A. Davidson & Co
Montana
$625K +$32.7K +679 +6%
FMWA
608
Forvis Mazars Wealth Advisors
Missouri
$623K -$2.84K -59 -0.5%
AP
609
Appleton Partners
Massachusetts
$618K +$361K +7,485 +140%
HMS
610
Hanseatic Management Services
New Mexico
$616K -$1.13M -23,440 -65%
ARMT
611
Amica Retiree Medical Trust
Rhode Island
$615K -$29.2K -606 -5%
MMPW
612
Mitchell McLeod Pugh & Williams
Alabama
$609K – – –
SMFG
613
Sumitomo Mitsui Financial Group
Japan
$603K +$603K +12,528 New
AssetMark Inc
614
AssetMark Inc
California
$595K +$22.4K +464 +4%
BCM
615
Bayesian Capital Management
New York
$593K +$593K +12,320 New
CIP
616
Cornerstone Investment Partners
Georgia
$583K – – –
TP
617
Truvvo Partners
New York
$578K – – –
PAG
618
Private Advisory Group
Washington
$573K -$93.1M -1,933,268 -99%
FDCDDQ
619
Federation des caisses Desjardins du Quebec
Quebec, Canada
$573K -$5.88K -122 -1%
AGM
620
Alpine Global Management
New York
$561K +$561K +11,646 New
CCT
621
Country Club Trust
Missouri
$551K +$551K +11,420 New
HCM
622
Hodges Capital Management
Texas
$549K -$258K -5,365 -32%
IIM
623
Intact Investment Management
Quebec, Canada
$549K – – –
CAN
624
Cetera Advisor Networks
California
$546K -$11.4K -236 -2%
FIM
625
Freedom Investment Management
Connecticut
$535K +$58.6K +1,218 +12%
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