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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 %
PBO
701
Peoples Bank (Ohio)
Ohio
$300K -$3.61K -75 -1%
NPF
702
Norris Perne & French
Michigan
$299K +$3.38K +70 +1%
IAA
703
Independent Advisor Alliance
North Carolina
$298K +$20.8K +422 +8%
SFSIG
704
San Francisco Sentry Investment Group
California
$297K +$10.7K +222 +4%
IB
705
Intrust Bank
Kansas
$296K +$69.5K +1,446 +31%
PK
706
Pflug Koory
Nebraska
$295K – – –
AT
707
Arden Trust
Delaware
$288K – – –
NA
708
NewEdge Advisors
Louisiana
$288K +$28.3K +573 +11%
EM
709
Excalibur Management
Massachusetts
$287K – – –
PA
710
Parallel Advisors
California
$287K +$10.2K +209 +4%
S
711
SignatureFD
Georgia
$284K +$24.7K +513 +10%
EA
712
Edge Advisors
Georgia
$282K – – –
GWM
713
Geneos Wealth Management
Colorado
$281K – – –
MHS
714
M Holdings Securities
Oregon
$279K +$11.8K +245 +4%
CS
715
Comerica Securities
Michigan
$277K +$46.6K +967 +20%
FFBTD
716
First Financial Bank - Trust Division
Ohio
$276K – – –
GC
717
Gratry & Company
Ohio
$275K +$275K +5,700 New
DG
718
Davidson & Garrard
Virginia
$272K +$6.25K +130 +2%
BBHC
719
Brown Brothers Harriman & Co
New York
$272K +$24.1K +500 +10%
JGIA
720
Jackson Grant Investment Advisers
Connecticut
$271K -$18.2K -379 -6%
FHA
721
First Horizon Advisors
Tennessee
$271K – – –
HB
722
Homrich & Berg
Georgia
$271K – – –
SRC
723
Shufro Rose & Co
New York
$270K – – –
WAM
724
Wolverine Asset Management
Illinois
$270K +$270K +5,621 New
CCM
725
Coldstream Capital Management
Washington
$268K +$268K +5,559 New
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