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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 %
BFEC
626
Benjamin F. Edwards & Company
Missouri
$533K – – –
LGC
627
Laurel Grove Capital
California
$530K -$48.2K -1,000 -8%
GT
628
Greenleaf Trust
Michigan
$528K +$175K +3,629 +49%
GXMC
629
Global X Management Company
New York
$526K +$3.37K +70 +0.6%
QC
630
Quadrature Capital
United Kingdom
$525K +$525K +10,901 New
CCA
631
Checchi Capital Advisers
California
$522K +$22.5K +467 +5%
ID
632
Integral Derivatives
New York
$514K -$125K -2,600 -20%
EGA
633
E&G Advisors
Texas
$506K – – –
SLF
634
Sun Life Financial
Ontario, Canada
$502K -$3.37K -70 -0.7%
CIA
635
Capital Investment Advisors
Georgia
$497K -$26.2K -544 -5%
TSWM
636
Triangle Securities Wealth Management
North Carolina
$496K – – –
MTIM
637
Marathon Trading Investment Management
Pennsylvania
$496K +$496K +10,300 New
FPCP
638
Fort Point Capital Partners
California
$496K +$496K +10,305 New
NFG
639
Next Financial Group
Texas
$493K +$33.7K +697 +7%
LC
640
Lourd Capital
California
$485K +$193 +4 +0%
NJBEST
641
New Jersey Better Educational Savings Trust
New Jersey
$482K – – –
IP
642
Intellectus Partners
California
$482K – – –
GCM
643
Glaxis Capital Management
Florida
$482K +$482K +10,000 New
SC
644
Savant Capital
Illinois
$479K +$4.33K +90 +0.9%
GLRA
645
Gerald L. Ray & Associates
Texas
$474K – – –
WT
646
Whittier Trust
California
$471K – – –
BDF
647
Balasa Dinverno & Foltz
$467K -$9.15K -190 -2%
BFA
648
Beaumont Financial Advisors
Massachusetts
$467K – – –
ICOA
649
Investment Centers of America
North Dakota
$465K -$229K -4,753 -33%
AIM
650
Anchor Investment Management
South Carolina
$465K +$9.63K +200 +2%
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