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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WAS
801
Winch Advisory Services
Wisconsin
$75K 1,534 -4,561 -75%
WTB
802
Washington Trust Bank
Washington
$73K 1,525 -296 -16%
CCM
803
Covington Capital Management
California
$66K 1,379 +1,379 New
FCMT
804
Founders Capital Management (Texas)
Texas
$65K 1,340 +3 +0.2%
SAM
805
Security Asset Management
New York
$64K 1,320 – –
CFA
806
Carroll Financial Associates
North Carolina
$64K 1,296 +221 +21%
EWM
807
Edge Wealth Management
New York
$63K 1,300 – –
CAL
808
Capital Analysts LLC
Pennsylvania
$62K 1,289 +1,289 New
LWCFA
809
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K 1,276 +76 +6%
WA
810
WealthTrust-Arizona
Arizona
$58K 1,208 – –
OAMG
811
Odey Asset Management Group
United Kingdom
$58K 1,200 – –
BL
812
Balentine LLC
Georgia
$58K 1,211 +5 +0.4%
Simplex Trading
813
Simplex Trading
Illinois
$58K 1,209 +1,209 New
AF
814
Allworth Financial
California
$55K 1,142 +200 +21%
AIM
815
Advantage Investment Management
Iowa
$54K 1,121 +340 +44%
RFS
816
Rockefeller Financial Services
New York
$53K 1,100 +1,100 New
CAL
817
Capital Advisors Ltd
Ohio
$52K 1,081 – –
LCM
818
Liberty Capital Management
Michigan
$51K 1,000 – –
PG
819
Patten Group
Tennessee
$48K 1,000 – –
FPF
820
FNY Partners Fund
New York
$48K 1,000 +1,000 New
First Manhattan
821
First Manhattan
New York
$47K 990 – –
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$46.5K 966 +121 +14%
BC
823
Barnett & Company
Tennessee
$46K 950 – –
FANJ
824
Financial Architects (New Jersey)
New Jersey
$46K 947 +160 +20%
SNT
825
Security National Trust
West Virginia
$45K 927 – –
31 32
33
34 35