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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
1
BlackRock
New York
$5.11B
2
MCM
2
Moore Capital Management
New York
$104M
3
NI
3
Numeric Investors
Massachusetts
$262M
4
Bank of America
4
Bank of America
North Carolina
$795M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$569M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$172M
4
State Street
4
State Street
Massachusetts
$7.27B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
751
Lodestar Investment Counsel
Illinois
$226K +$226K +4,687 New
III
752
Independent Investors Inc
New York
$223K – – –
SFG
753
SevenBridge Financial Group
Pennsylvania
$222K -$35.3K -735 -14%
APP
754
Avantax Planning Partners
Iowa
$222K +$222K +4,602 New
BHBT
755
Burke & Herbert Bank & Trust
Virginia
$220K – – –
VAM
756
Visionary Asset Management
Texas
$220K +$3.75K +78 +2%
CG
757
Caprock Group
Idaho
$220K +$220K +4,573 New
KWM
758
Kingsview Wealth Management
Oregon
$218K -$41.9K -870 -16%
RIA
759
Regal Investment Advisors
Michigan
$218K +$218K +4,534 New
SFG
760
Sather Financial Group
Texas
$217K +$217K +4,500 New
TTWM
761
TCV Trust & Wealth Management
Virginia
$215K +$215K +4,468 New
CC
762
Cadinha & Co
Hawaii
$215K +$215K +4,468 New
CHA
763
Cedar Hill Associates
Illinois
$206K +$206K +4,291 New
Kovitz Investment Group Partners
764
Kovitz Investment Group Partners
Illinois
$205K +$205K +4,255 New
GIA
765
GHP Investment Advisors
Colorado
$203K +$203K +4,211 New
SPC
766
Sigma Planning Corp
Michigan
$202K -$102K -2,108 -34%
ST
767
Smithfield Trust
Pennsylvania
$196K +$18.7K +390 +11%
SPIA
768
Steward Partners Investment Advisory
New York
$191K +$47.6K +991 +33%
SC
769
SRB Corp
Massachusetts
$189K -$20.8K -432 -10%
NSB
770
Norway Savings Bank
Maine
$173K – – –
NIT
771
NumerixS Investment Technologies
British Columbia, Canada
$169K -$2.89M -59,900 -94%
JT
772
Jump Trading
Illinois
$165K +$165K +3,428 New
MA
773
MCF Advisors
Kentucky
$163K +$9.63K +200 +6%
CAW
774
Cornerstone Advisors (Washington)
Washington
$162K -$77.7K -1,610 -32%
CPP
775
Crow Point Partners
Massachusetts
$160K -$55.6K -1,154 -26%
29 30
31
32 33