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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 %
NSB
776
Norway Savings Bank
Maine
$160K – – –
MBI
777
Montrusco Bolton Investments
Quebec, Canada
$145K -$160K -3,581 -52%
GLI
778
Guardian Life Insurance
New York
$143K -$104K -2,332 -42%
MA
779
MCF Advisors
Kentucky
$142K – – –
ASN
780
Advisory Services Network
Georgia
$135K -$322K -7,219 -70%
SPIA
781
Steward Partners Investment Advisory
New York
$133K -$186K -4,175 -58%
CB
782
Community Bank
New York
$133K – – –
ST
783
Spot Trading
Illinois
$124K +$124K +2,775 New
ECM
784
Estabrook Capital Management
New York
$124K – – –
HCM
785
Highlander Capital Management
New Jersey
$121K – – –
WA
786
WFG Advisors
Texas
$120K +$37.5K +840 +45%
OFW
787
Omnia Family Wealth
Florida
$108K +$5.96K +134 +6%
VWA
788
V Wealth Advisors
Kansas
$106K +$106K +2,399 New
ATC
789
Adirondack Trust Company
New York
$105K -$21.5K -480 -17%
BWM
790
Baystate Wealth Management
Massachusetts
$104K – – –
PFBT
791
Parkside Financial Bank & Trust
Missouri
$101K +$8.44K +190 +9%
QCG
792
Quadrant Capital Group
Ohio
$94K +$2.34K +65 +3%
PWM
793
Perigon Wealth Management
California
$92K – – –
FPS
794
Fieldpoint Private Securities
Connecticut
$89K +$89K +2,000 New
FC
795
Ferris Capital
Massachusetts
$84K +$84K +1,880 New
SBL
796
Sargent Bickham Lagudis
Colorado
$83K – – –
WCM
797
Wealthcare Capital Management
Virginia
$82K – – –
WTB
798
Washington Trust Bank
Washington
$81K +$18.6K +419 +30%
DBT
799
Dubuque Bank & Trust
Iowa
$78K – – –
MMG
800
Monetary Management Group
Missouri
$78K – – –
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32
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