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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
776
Excalibur Management
Massachusetts
$309K -$3.41K -65 -1%
PA
777
Parallel Advisors
California
$309K -$315 -6 -0.1%
AEPG
778
American Economic Planning Group
New Jersey
$306K +$306K +5,834 New
MC
779
Muhlenkamp & Co
Pennsylvania
$305K -$36.8K -700 -11%
CS
780
Comerica Securities
Michigan
$302K -$105 -2 -0%
CCM
781
Coldstream Capital Management
Washington
$302K +$10.2K +195 +4%
MHS
782
M Holdings Securities
Oregon
$297K -$6.62K -126 -2%
BSA
783
Braun Stacey Associates
New York
$294K +$294K +5,600 New
FFBTD
784
First Financial Bank - Trust Division
Ohio
$293K -$7.66K -146 -3%
BCM
785
Bluefin Capital Management
New York
$293K +$293K +5,580 New
PL
786
Perpetual Ltd
Australia
$290K -$31.6K -600 -10%
Capstone Investment Advisors
787
Capstone Investment Advisors
New York
$290K +$290K +5,530 New
KJHP
788
K.J. Harrison & Partners
Ontario, Canada
$289K +$289K +5,500 New
ADL
789
Asset Dedication LLC
California
$288K – – –
FP
790
FDO Partners
Massachusetts
$287K +$287K +5,469 New
BAM
791
Berkshire Asset Management
Pennsylvania
$280K +$25.2K +479 +10%
TCM
792
Teza Capital Management
Illinois
$280K +$280K +5,341 New
IWM
793
IHT Wealth Management
Illinois
$278K +$19.4K +368 +8%
SRC
794
Shufro Rose & Co
New York
$273K -$21K -400 -7%
EWM
795
Evermay Wealth Management
Virginia
$272K – – –
JGIA
796
Jackson Grant Investment Advisers
Connecticut
$270K -$25.2K -481 -9%
FG
797
Fiduciary Group
Georgia
$269K – – –
YWP
798
YorkBridge Wealth Partners
New York
$261K -$21K -400 -7%
BFM
799
Boothbay Fund Management
New York
$261K +$261K +4,983 New
Cerity Partners
800
Cerity Partners
New York
$260K -$19.4K -370 -7%
30 31
32
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