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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 %
AWM
776
Avior Wealth Management
Nebraska
$197K +$193K +4,510 +4,556%
FWM
777
Focused Wealth Management
New York
$193K – – –
RIM
778
Rampart Investment Management
Connecticut
$173K -$864K -20,135 -83%
SC
779
SRB Corp
Massachusetts
$165K -$16.5K -387 -9%
First Manhattan
780
First Manhattan
New York
$157K – – –
ST
781
Smithfield Trust
Pennsylvania
$156K +$123K +2,868 +368%
NSB
782
Norway Savings Bank
Maine
$154K -$76.9K -1,790 -33%
FPFS
783
First Personal Financial Services
North Carolina
$149K – – –
MA
784
MCF Advisors
Kentucky
$136K -$13.2K -309 -9%
CB
785
Community Bank
New York
$128K -$2.79K -65 -2%
ATC
786
Adirondack Trust Company
New York
$121K +$3K +70 +3%
SOADOR
787
State of Alaska Department of Revenue
Alaska
$120K +$120K +2,811 New
ECM
788
Estabrook Capital Management
New York
$119K -$5.57K -130 -4%
HCM
789
Highlander Capital Management
New Jersey
$114K – – –
FHA
790
First Horizon Advisors
Tennessee
$112K +$8.43K +196 +8%
IR
791
Invictus RG
Bermuda
$106K +$106K +2,479 New
OFW
792
Omnia Family Wealth
Florida
$98K – – –
HCA
793
Harbour Capital Advisors
Virginia
$96.4K +$96.4K +2,250 New
BIG
794
Bellwether Investment Group
Tennessee
$96K – – –
QCG
795
Quadrant Capital Group
Ohio
$96K +$6.21K +165 +7%
BWM
796
Baystate Wealth Management
Massachusetts
$94K +$2.47K +60 +3%
PFBT
797
Parkside Financial Bank & Trust
Missouri
$89K -$51.6K -1,209 -37%
PWM
798
Perigon Wealth Management
California
$89K – – –
JFGIW
799
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K -$7.24K -170 -8%
SGAM
800
Smith Group Asset Management
Texas
$81K -$2.98K -70 -4%
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