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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
$2.15B
2
Citadel Advisors
Citadel Advisors
Florida
$256M
3
AAMU
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
Bank of America
North Carolina
$714M
4
Credit Agricole
Credit Agricole
France
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
601
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$945K +$52.4K +1,000 +6%
IA
602
IndexIQ Advisors
New York
$942K +$942K +17,945 New
WC
603
Whitnell & Co
Illinois
$939K – – –
FRM
604
Fox Run Management
Connecticut
$939K +$561K +10,705 +149%
TAM
605
Tiverton Asset Management
Delaware
$938K +$938K +17,886 New
WPC
606
White Pine Capital
Minnesota
$937K -$2.62K -50 -0.3%
FWCM
607
Ferguson Wellman Capital Management
Oregon
$930K – – –
SM
608
Salzhauer Michael
$886K – – –
TAM
609
Tocqueville Asset Management
New York
$880K +$623K +11,871 +242%
HAG
610
HighPoint Advisor Group
Illinois
$866K -$4.22K -79 -0.5%
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$862K -$9.92K -189 -1%
WB
612
WesBanco Bank
West Virginia
$860K -$5.17M -98,441 -86%
BIM
613
Beach Investment Management
Pennsylvania
$845K – – –
LOAME
614
Lombard Odier Asset Management (Europe)
United Kingdom
$832K -$69.2K -1,318 -8%
AP
615
Appleton Partners
Massachusetts
$828K +$155K +2,945 +23%
BOH
616
Bank of Hawaii
Hawaii
$825K -$119K -2,260 -13%
SIC
617
Salem Investment Counselors
North Carolina
$825K +$120K +2,290 +17%
IFWM
618
Institute for Wealth Management
Colorado
$824K -$49.4K -943 -6%
AFNAS
619
American Financial Network Advisory Services
California
$822K -$45.5K -867 -5%
DPIM
620
Duff & Phelps Investment Management
Illinois
$816K -$19.9K -380 -2%
TCOT
621
Trust Company of Toledo
Ohio
$813K – – –
KWA
622
KCS Wealth Advisory
California
$812K +$812K +15,468 New
DCM
623
Dynamic Capital Management
Jersey
$809K +$522K +9,942 +182%
IA
624
IFP Advisors
Florida
$802K -$324K -6,180 -29%
OIA
625
Optimum Investment Advisors
Illinois
$799K +$52 +1 +0%
23 24
25
26 27