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Morgan Stanley
MS

Overview Fund Activity

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M

Top Buyers

1
BlackRock
BlackRock
New York
$4.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.98B
3
EIP
Epoch Investment Partners
New York
$215M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$478M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.95B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5B
2
VH
ValueAct Holdings
California
$766M
3
State Street
State Street
Massachusetts
$6.82B
4
Ameriprise
Ameriprise
Minnesota
$871M
5
Millennium Management
Millennium Management
New York
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBG
701
Wharton Business Group
Pennsylvania
$291K -$65.5K -1,529 -18%
TG
702
TLP Group
Illinois
$291K -$47.1K -1,100 -14%
AssetMark Inc
703
AssetMark Inc
California
$291K -$32.9K -767 -10%
EWM
704
Edge Wealth Management
New York
$287K -$104K -4,000 -27%
SPC
705
Sigma Planning Corp
Michigan
$284K +$284K +6,635 New
FMLI
706
Fukoku Mutual Life Insurance
Japan
$283K – – –
FIM
707
Freedom Investment Management
Connecticut
$283K +$283K +6,603 New
CBOR
708
Community Bank of Raymore
Missouri
$281K – – –
PNC
709
Park National Corp
Ohio
$281K +$2.79K +65 +1%
MC
710
Muhlenkamp & Co
Pennsylvania
$279K – – –
BBA
711
BLB&B Advisors
Pennsylvania
$277K – – –
DWT
712
Dorsey & Whitney Trust
South Dakota
$272K – – –
PBO
713
Peoples Bank (Ohio)
Ohio
$270K – – –
TCOV
714
Trust Company of Vermont
Vermont
$270K +$14.7K +342 +6%
PCMM
715
Private Capital Management (Minnesota)
Minnesota
$270K +$55.7K +1,300 +26%
GT
716
Greenleaf Trust
Michigan
$268K +$17.2K +401 +7%
AT
717
Arden Trust
Delaware
$268K +$268K +6,253 New
CC
718
Cognios Capital
Kansas
$267K +$267K +6,234 New
CIC
719
Crawford Investment Counsel
Georgia
$266K +$7.24K +169 +3%
AR
720
Advisory Research
Illinois
$266K +$266K +6,204 New
GIA
721
GHP Investment Advisors
Colorado
$266K +$266K +6,209 New
WAM
722
Wolverine Asset Management
Illinois
$265K +$265K +6,200 New
NPF
723
Norris Perne & French
Michigan
$263K – – –
PK
724
Pflug Koory
Nebraska
$262K – – –
JGIA
725
Jackson Grant Investment Advisers
Connecticut
$257K +$171 +4 +0.1%
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