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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 %
CFG
751
Citizens Financial Group
Rhode Island
$226K -$24.6K -575 -10%
RMDI
752
R.M. Davis Inc
Maine
$226K +$226K +5,281 New
BFM
753
Boothbay Fund Management
New York
$226K +$226K +5,283 New
SFG
754
SevenBridge Financial Group
Pennsylvania
$225K -$59.7K -1,421 -21%
OWD
755
Osborn Williams & Donohoe
Ohio
$225K +$8.56K +200 +4%
FWM
756
Frontier Wealth Management
Missouri
$225K +$225K +5,263 New
FIB
757
First Interstate Bank
Montana
$224K – – –
EWM
758
Evermay Wealth Management
Virginia
$222K – – –
IAA
759
Independent Advisor Alliance
North Carolina
$222K +$18K +431 +9%
MHS
760
M Holdings Securities
Oregon
$220K +$3.55K +83 +2%
FG
761
Fiduciary Group
Georgia
$219K – – –
EDRH
762
Edmond de Rothschild Holding
Switzerland
$216K -$180K -4,203 -45%
CG
763
Cutler Group
California
$214K -$4.33M -101,150 -95%
NSAM
764
North Star Asset Management
Wisconsin
$214K – – –
LNB
765
Ledyard National Bank
$214K – – –
EGA
766
E&G Advisors
Texas
$214K – – –
PA
767
Parallel Advisors
California
$214K +$17.5K +402 +9%
CAW
768
Cornerstone Advisors (Washington)
Washington
$213K -$73.8K -1,720 -26%
S
769
SignatureFD
Georgia
$210K -$1.5K -35 -0.7%
CPP
770
Crow Point Partners
Massachusetts
$210K +$210K +4,847 New
TAM
771
Tocqueville Asset Management
New York
$210K +$210K +4,898 New
EAM
772
Eagle Asset Management
Florida
$210K +$210K +4,902 New
KWM
773
Kingsview Wealth Management
Oregon
$204K +$204K +4,751 New
CGT
774
Capital Guardian Trust
California
$202K +$171K +4,000 +560%
KA
775
Kovack Advisors
Florida
$202K +$202K +4,717 New
29 30
31
32 33