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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 %
AF
826
Allworth Financial
California
$42K +$15.6K +350 +59%
SNT
827
Security National Trust
West Virginia
$41K -$7.78K -176 -16%
BC
828
Bartlett & Co
Ohio
$41K – – –
ZB
829
Zions Bancorporation
Utah
$40K -$13K -291 -25%
KF
830
Krilogy Financial
Missouri
$40K -$8.74K -197 -18%
CCM
831
Cribstone Capital Management
Maine
$40K -$3.56K -80 -8%
PCP
832
Proficio Capital Partners
Massachusetts
$40K +$850 +18 +2%
AAP
833
Arax Advisory Partners
Colorado
$40K +$6.47K +146 +19%
BWA
834
Burt Wealth Advisors
Maryland
$39K – – –
GBT
835
Grove Bank & Trust
Florida
$39K +$19.3K +435 +98%
RWA
836
Ropes Wealth Advisors
Massachusetts
$38K -$358 -8 -0.9%
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$37.7K -$14.9K -335 -28%
NSIM
838
North Star Investment Management
Illinois
$37K – – –
EFSCE
839
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$4.44K -101 -11%
PCC
840
Park Circle Company
Maryland
$36K – – –
PFO
841
Pathstone Family Office
New Jersey
$36K +$35K +787 +3,422%
WPA
842
West Paces Advisors
Georgia
$35.7K – – –
FANJ
843
Financial Architects (New Jersey)
New Jersey
$35K -$8.67K -195 -20%
MRCM
844
M&R Capital Management
New Jersey
$35K -$3.38K -75 -9%
AIM
845
Advantage Investment Management
Iowa
$35K +$13.2K +294 +60%
AWM
846
AllSquare Wealth Management
New York
$33K +$3.3K +74 +11%
GAM
847
Gemmer Asset Management
California
$32K – – –
MBT
848
Monroe Bank & Trust
Michigan
$32K – – –
TFO
849
Tarbox Family Office
California
$29K – – –
ACM
850
Armbruster Capital Management
New York
$28K – – –
32 33
34
35 36