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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 %
FIAS
801
FinTrust Investment Advisory Services
South Carolina
$258K -$12.5K -238 -5%
CAPTRUST Financial Advisors
802
CAPTRUST Financial Advisors
North Carolina
$256K +$256K +4,875 New
CG
803
Caprock Group
Idaho
$254K +$2.09K +38 +0.8%
AWM
804
Avior Wealth Management
Nebraska
$254K +$6.4K +122 +3%
CAG
805
Csenge Advisory Group
Florida
$254K +$254K +4,850 New
LIC
806
Lodestar Investment Counsel
Illinois
$246K – – –
MCM
807
Marathon Capital Management
Maryland
$244K +$244K +4,654 New
III
808
Independent Investors Inc
New York
$243K – – –
TL
809
TrueWealth LLC
Georgia
$243K +$243K +4,636 New
SFG
810
SevenBridge Financial Group
Pennsylvania
$242K – – –
GLI
811
Guardian Life Insurance
New York
$241K +$71.4K +1,358 +42%
BBWA
812
Bell & Brown Wealth Advisors
California
$241K +$241K +4,595 New
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$239K – – –
LNC
814
Lincoln National Corp
Pennsylvania
$239K +$239K +4,678 New
KWM
815
Kingsview Wealth Management
Oregon
$238K – – –
VAM
816
Visionary Asset Management
Texas
$237K -$3.1K -59 -1%
FWM
817
Focused Wealth Management
New York
$236K +$236K +4,500 New
RIA
818
Regal Investment Advisors
Michigan
$235K -$2.94K -56 -1%
CC
819
Cadinha & Co
Hawaii
$234K – – –
TTWM
820
TCV Trust & Wealth Management
Virginia
$234K – – –
NFA
821
Nuveen Fund Advisors
Illinois
$232K -$110K -2,107 -32%
GCA
822
Gradient Capital Advisors
California
$232K +$232K +4,420 New
DWA
823
Douglass Winthrop Advisors
New York
$230K -$55.7K -1,062 -19%
CHA
824
Cedar Hill Associates
Illinois
$230K +$5.24K +100 +2%
RWM
825
Ritholtz Wealth Management
New York
$226K +$226K +4,298 New
31 32
33
34 35