MS icon

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
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
701
Guardian Capital
Ontario, Canada
$502K +$254K +4,837 +102%
USGIU
702
U.S. Global Investors (USGI)
Texas
$493K +$493K +9,400 New
CI
703
Capital International
California
$491K +$491K +9,365 New
TRCT
704
Tower Research Capital (TRC)
New York
$489K +$232K +4,417 +90%
WA
705
WESPAC Advisors
California
$486K -$209K -3,986 -30%
Baird Financial Group
706
Baird Financial Group
Wisconsin
$485K +$20K +381 +4%
I
707
IberiaBank
Louisiana
$479K +$50.4K +960 +12%
SF
708
Synovus Financial
Georgia
$475K +$38.6K +736 +9%
MGIA
709
Moneta Group Investment Advisors
Missouri
$473K +$52.7K +1,005 +13%
RP
710
Reinhart Partners
Wisconsin
$470K -$6.83K -130 -1%
RIG
711
Renaissance Investment Group
Massachusetts
$470K -$1.05K -20 -0.2%
BBHC
712
Brown Brothers Harriman & Co
New York
$468K +$172K +3,270 +58%
LDB
713
Lee, Danner & Bass
Tennessee
$464K -$682 -13 -0.1%
SAM
714
Silvercrest Asset Management
New York
$461K – – –
CC
715
Cognios Capital
Kansas
$454K +$454K +8,656 New
EHWM
716
Eads & Heald Wealth Management
Georgia
$453K – – –
CFG
717
Citizens Financial Group
Rhode Island
$450K +$15.4K +293 +4%
LWM
718
Lyell Wealth Management
California
$448K -$10.9K -208 -2%
IAA
719
Independent Advisor Alliance
North Carolina
$447K +$127K +2,405 +40%
PAG
720
Private Advisory Group
Washington
$445K -$179K -3,419 -29%
CA
721
Calton & Associates
Florida
$445K +$445K +7,825 New
WT
722
Washington Trust
Rhode Island
$438K – – –
EWM
723
Evercore Wealth Management
New York
$438K – – –
FIB
724
First Interstate Bank
Montana
$432K – – –
VCA
725
Verdence Capital Advisors
Maryland
$431K +$431K +8,213 New
27 28
29
30 31