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Morgan Stanley
MS

Overview Fund Activity

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$237M
4
EIP
4
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$275M
2
State Street
2
State Street
Massachusetts
$6.84B
3
PI
3
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
751
Jaffetilchin Investment Partners
Florida
$225K -$143K -3,207 -39%
EDRH
752
Edmond de Rothschild Holding
Switzerland
$225K – – –
KA
753
Kovack Advisors
Florida
$225K +$15.2K +342 +7%
LNB
754
Ledyard National Bank
$223K – – –
NSAM
755
North Star Asset Management
Wisconsin
$223K – – –
CAW
756
Cornerstone Advisors (Washington)
Washington
$221K – – –
TAM
757
Tocqueville Asset Management
New York
$218K – – –
GC
758
Guardian Capital
Ontario, Canada
$216K -$216K -4,847 -50%
CS
759
Comerica Securities
Michigan
$213K +$213K +4,784 New
CG
760
Colony Group
Massachusetts
$212K +$212K +4,747 New
TI
761
Turner Investments
Pennsylvania
$210K -$52.2K -1,170 -20%
IB
762
Intrust Bank
Kansas
$210K +$210K +4,709 New
CBT
763
Capital Bank & Trust
California
$210K +$210K +4,714 New
III
764
Independent Investors Inc
New York
$207K -$40.1K -900 -16%
AWM
765
Avior Wealth Management
Nebraska
$205K – – –
EHWM
766
Eads & Heald Wealth Management
Georgia
$205K +$205K +4,595 New
BHBT
767
Burke & Herbert Bank & Trust
Virginia
$203K +$203K +4,566 New
BMO
768
Beck Mack & Oliver
New York
$202K +$202K +4,535 New
FWM
769
Focused Wealth Management
New York
$201K – – –
Dodge & Cox
770
Dodge & Cox
California
$201K +$201K +4,500 New
CPP
771
Crow Point Partners
Massachusetts
$200K -$16.5K -370 -8%
VAM
772
Visionary Asset Management
Texas
$200K +$200K +4,494 New
SC
773
SRB Corp
Massachusetts
$194K +$21.9K +491 +13%
Acadian Asset Management
774
Acadian Asset Management
Massachusetts
$187K -$36.6M -818,846 -99%
ST
775
Smithfield Trust
Pennsylvania
$164K +$1.87K +42 +1%
29 30
31
32 33