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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 %
MTIM
726
Marathon Trading Investment Management
Pennsylvania
$425K -$115K -2,200 -21%
PCM
727
Perritt Capital Management
Illinois
$424K – – –
VNA
728
Valley National Advisers
Pennsylvania
$419K +$420 +8 +0.1%
AA
729
ALPS Advisors
Colorado
$409K +$409K +7,787 New
TCOV
730
Trust Company of Vermont
Vermont
$403K -$12.1K -230 -3%
LSAG
731
Lake Street Advisors Group
New Hampshire
$403K +$403K +7,675 New
ICA
732
Infrastructure Capital Advisors
New York
$403K +$403K +7,680 New
S
733
SignatureFD
Georgia
$398K +$89K +1,695 +29%
WIC
734
Woodmont Investment Counsel
Tennessee
$396K – – –
RWP
735
RWA Wealth Partners
Massachusetts
$384K +$2.26K +43 +0.6%
SCM
736
SOL Capital Management
Maryland
$383K +$26.2K +500 +7%
TWMP
737
Taylor Wealth Management Partners
Massachusetts
$381K +$355K +6,765 +1,353%
CPC
738
Congress Park Capital
New York
$378K +$378K +7,200 New
AAM
739
American Asset Management
Florida
$371K – – –
AT
740
Arden Trust
Delaware
$371K +$57.7K +1,100 +18%
NFG
741
Next Financial Group
Texas
$369K -$166K -3,170 -31%
BB
742
Bell Bank
North Dakota
$368K -$21.5K -410 -6%
SPC
743
Sigma Planning Corp
Michigan
$366K +$146K +2,785 +67%
PHS
744
Pekin Hardy Strauss
Illinois
$365K +$26.2K +500 +8%
PLFAM
745
Pineno Levin & Ford Asset Management
Virginia
$363K +$363K +6,913 New
BONST
746
Bank of Nova Scotia Trust
Ontario, Canada
$354K -$110K -2,100 -24%
FCI
747
Financial Counselors Inc
Kansas
$353K – – –
BBA
748
BLB&B Advisors
Pennsylvania
$350K – – –
PCM
749
Poehling Capital Management
Wisconsin
$349K +$349K +6,652 New
AWM
750
Altium Wealth Management
New York
$348K +$348K +6,633 New
28 29
30
31 32