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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
$5.11B
2
MCM
Moore Capital Management
New York
$104M
3
NI
Numeric Investors
Massachusetts
$262M
4
Bank of America
Bank of America
North Carolina
$795M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$569M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
AllianceBernstein
Tennessee
$172M
4
State Street
State Street
Massachusetts
$7.27B
5
AQR Capital Management
AQR Capital Management
Connecticut
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
651
Belpointe Asset Management
Nevada
$464K +$464K +9,638 New
WS
652
Wedbush Securities
California
$460K -$119K -2,471 -21%
FTI
653
Fiduciary Trust International
Massachusetts
$441K +$441K +9,145 New
RP
654
Reinhart Partners
Wisconsin
$437K -$32.5K -675 -7%
RIG
655
Renaissance Investment Group
Massachusetts
$432K -$7.22K -150 -2%
Baird Financial Group
656
Baird Financial Group
Wisconsin
$427K -$50K -1,038 -10%
LDB
657
Lee, Danner & Bass
Tennessee
$427K +$8.58K +178 +2%
BONST
658
Bank of Nova Scotia Trust
Ontario, Canada
$426K +$72.2K +1,500 +20%
SAM
659
Silvercrest Asset Management
New York
$424K -$14.5K -300 -3%
LWM
660
Lyell Wealth Management
California
$421K -$59K -1,225 -12%
EHWM
661
Eads & Heald Wealth Management
Georgia
$416K +$195K +4,045 +88%
BSAM
662
Blue Sky Asset Management
Colorado
$413K +$413K +9,176 New
TG
663
TLP Group
Illinois
$405K +$9.6K +199 +2%
EWM
664
Evercore Wealth Management
New York
$403K – – –
WT
665
Washington Trust
Rhode Island
$402K – – –
SF
666
Synovus Financial
Georgia
$401K -$47.6K -987 -11%
CFG
667
Citizens Financial Group
Rhode Island
$399K -$13.7K -285 -3%
FIB
668
First Interstate Bank
Montana
$397K +$13.5K +280 +4%
I
669
IberiaBank
Louisiana
$393K -$415K -8,628 -51%
PCM
670
Perritt Capital Management
Illinois
$389K – – –
MGIA
671
Moneta Group Investment Advisors
Missouri
$386K -$169K -3,498 -30%
VNA
672
Valley National Advisers
Pennsylvania
$384K +$385 +8 +0.1%
TCOV
673
Trust Company of Vermont
Vermont
$381K +$7.7K +160 +2%
WIC
674
Woodmont Investment Counsel
Tennessee
$363K – – –
BB
675
Bell Bank
North Dakota
$358K -$28.9K -600 -7%
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