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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 %
LNB
726
Ledyard National Bank
$267K +$26.5K +550 +11%
DCM
727
Dynamic Capital Management
Jersey
$264K -$199K -4,124 -43%
ADL
728
Asset Dedication LLC
California
$264K – – –
AFP
729
Ausdal Financial Partners
Iowa
$262K +$1.01K +21 +0.4%
DWA
730
Douglass Winthrop Advisors
New York
$262K +$262K +5,448 New
VFA
731
Voya Financial Advisors
Connecticut
$261K +$261K +5,429 New
YWP
732
YorkBridge Wealth Partners
New York
$259K +$6.17K +128 +2%
Cerity Partners
733
Cerity Partners
New York
$257K -$436K -9,031 -63%
FWM
734
Frontier Wealth Management
Missouri
$251K -$76.4K -1,583 -23%
EWM
735
Evermay Wealth Management
Virginia
$249K – – –
FIAS
736
FinTrust Investment Advisory Services
South Carolina
$248K +$248K +5,145 New
FG
737
Fiduciary Group
Georgia
$247K – – –
JIP
738
Jaffetilchin Investment Partners
Florida
$243K – – –
IWM
739
IHT Wealth Management
Illinois
$242K -$172K -3,470 -41%
NSAM
740
North Star Asset Management
Wisconsin
$241K – – –
KA
741
Kovack Advisors
Florida
$238K -$5.98K -124 -2%
TAM
742
Tocqueville Asset Management
New York
$236K – – –
TRCT
743
Tower Research Capital (TRC)
New York
$236K +$208K +4,331 +752%
ACI
744
Alpha Cubed Investments
California
$235K +$235K +4,876 New
GW
745
GW & Wade
Massachusetts
$234K -$58.9K -1,223 -20%
BAM
746
Berkshire Asset Management
Pennsylvania
$234K -$39.2K -813 -14%
BGC
747
Blue Granite Capital
South Carolina
$234K +$234K +4,865 New
GC
748
Guardian Capital
Ontario, Canada
$227K -$5.58K -116 -2%
CBT
749
Capital Bank & Trust
California
$227K – – –
AWM
750
Avior Wealth Management
Nebraska
$227K +$5.24K +109 +2%
28 29
30
31 32