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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 %
CCM
626
Cullen Capital Management
New York
$798K – – –
SWM
627
SeaCrest Wealth Management
New York
$790K +$790K +15,051 New
DAM
628
Delta Asset Management
Tennessee
$788K +$4.67K +89 +0.6%
AF
629
Ally Financial
Michigan
$787K -$1.73M -33,000 -69%
IH
630
IFC Holdings
Florida
$782K +$2.78K +53 +0.4%
1SB
631
1ST Source Bank
Indiana
$781K -$37.4K -712 -5%
ICM
632
Ionic Capital Management
New York
$780K +$780K +14,875 New
PGIM
633
Pacific Global Investment Management
California
$778K -$7.4K -141 -0.9%
IRC
634
Investors Research Corp
Georgia
$778K +$778K +14,825 New
RJT
635
Raymond James Trust
Florida
$776K +$69.8K +1,330 +10%
CAM
636
Carret Asset Management
New York
$771K +$34K +648 +5%
CF
637
Centaurus Financial
California
$765K +$765K +14,584 New
BCM
638
Brown Capital Management
Maryland
$763K -$62.3K -1,188 -8%
AC
639
Abbrea Capital
California
$758K +$21K +400 +3%
FMWA
640
Forvis Mazars Wealth Advisors
Missouri
$757K +$78.6K +1,497 +12%
SPIA
641
Steward Partners Investment Advisory
New York
$757K +$549K +10,465 +263%
SW
642
SVB Wealth
Massachusetts
$756K -$169K -3,220 -18%
RA
643
Rational Advisors
New York
$734K +$608K +11,592 +483%
TCM
644
Tuttle Capital Management
Connecticut
$734K +$734K +13,992 New
DSC
645
Duncker Streett & Co
Missouri
$730K +$157 +3 +0%
WOC
646
West Oak Capital
California
$730K – – –
KWMG
647
King Wealth Management Group
Florida
$726K – – –
WIS
648
Wright Investors Service
Connecticut
$723K -$210 -4 -0%
GWM
649
Geneos Wealth Management
Colorado
$721K +$415K +7,913 +136%
LAM
650
Lingohr Asset Management
Germany
$717K -$429K -8,173 -37%
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