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Morgan Stanley
MS

Overview Fund Activity

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
Lazard Asset Management
New York
$237M
4
EIP
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$275M
2
State Street
State Street
Massachusetts
$6.84B
3
PI
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
651
Nuveen Fund Advisors
Illinois
$455K -$10.9K -245 -2%
MFW
652
Mosaic Family Wealth
Missouri
$451K +$44.4K +996 +11%
LC
653
Lourd Capital
California
$449K +$28.4K +638 +7%
NJBEST
654
New Jersey Better Educational Savings Trust
New Jersey
$446K – – –
IP
655
Intellectus Partners
California
$446K +$712 +16 +0.2%
LWM
656
Lyell Wealth Management
California
$444K -$8.55K -192 -2%
BDF
657
Balasa Dinverno & Foltz
$441K +$17.6K +394 +4%
Baird Financial Group
658
Baird Financial Group
Wisconsin
$441K +$66.7K +1,499 +18%
FIM
659
Freedom Investment Management
Connecticut
$441K +$147K +3,291 +50%
SC
660
Savant Capital
Illinois
$439K +$8.28K +186 +2%
GLRA
661
Gerald L. Ray & Associates
Texas
$438K +$45.3K +1,018 +12%
WT
662
Whittier Trust
California
$435K – – –
RP
663
Reinhart Partners
Wisconsin
$435K +$9.81K +220 +2%
BFA
664
Beaumont Financial Advisors
Massachusetts
$432K – – –
DCM
665
Dynamic Capital Management
Jersey
$428K -$287K -6,434 -40%
NFG
666
Next Financial Group
Texas
$423K -$9.53K -214 -2%
AIM
667
Anchor Investment Management
South Carolina
$421K +$82.7K +1,855 +24%
FCBT
668
First Citizens Bank & Trust
North Carolina
$416K -$7.23K -162 -2%
SF
669
Synovus Financial
Georgia
$415K +$98.5K +2,208 +31%
RIG
670
Renaissance Investment Group
Massachusetts
$406K – – –
SAM
671
Silvercrest Asset Management
New York
$405K -$8.91K -200 -2%
SSG
672
Summit Securities Group
New York
$397K +$397K +8,900 New
LDB
673
Lee, Danner & Bass
Tennessee
$387K – – –
OMC
674
Old Mission Capital
Illinois
$387K +$387K +8,681 New
GS
675
GAM Systematic
United Kingdom
$385K -$142K -3,186 -27%
25 26
27
28 29