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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
Aberdeen Group
1
Aberdeen Group
United Kingdom
$190M
2
BlackRock
2
BlackRock
New York
$5.11B
3
MCM
3
Moore Capital Management
New York
$104M
4
NI
4
Numeric Investors
Massachusetts
$262M
5
Bank of America
5
Bank of America
North Carolina
$795M

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 %
BC
826
Bartlett & Co
Ohio
$45K 924 – –
BWA
827
Burt Wealth Advisors
Maryland
$43K 884 – –
CCM
828
Cribstone Capital Management
Maine
$43K 900 – –
GBT
829
Grove Bank & Trust
Florida
$42K 880 – –
PCP
830
Proficio Capital Partners
Massachusetts
$41K 846 -1 -0.1%
RWA
831
Ropes Wealth Advisors
Massachusetts
$41K 850 – –
NSIM
832
North Star Investment Management
Illinois
$40K 840 – –
SGAM
833
Smith Group Asset Management
Texas
$39K 810 -490 -38%
PCC
834
Park Circle Company
Maryland
$39K 800 – –
EFSCE
835
Enterprise Financial Services Corp (EFSC)
Missouri
$39K 819 – –
WPA
836
West Paces Advisors
Georgia
$38.6K 802 – –
CGT
837
Capital Guardian Trust
California
$38K 796 +796 New
MRCM
838
M&R Capital Management
New Jersey
$37K 776 – –
AWM
839
AllSquare Wealth Management
New York
$36K 739 – –
TFO
840
Tarbox Family Office
California
$35K 727 +69 +10%
GAM
841
Gemmer Asset Management
California
$34K 711 – –
DBT
842
Dubuque Bank & Trust
Iowa
$33K 692 -1,058 -60%
LWM
843
Lenox Wealth Management
Ohio
$33K 696 +79 +13%
FMA
844
FNY Managed Accounts
New York
$33K 692 +692 New
ACM
845
Armbruster Capital Management
New York
$30K 624 – –
AC
846
Alexandria Capital
Virginia
$29K 606 +2 +0.3%
HCM
847
Horrell Capital Management
Arkansas
$28K 583 – –
SWA
848
Sutton Wealth Advisors
Florida
$27.3K 567 – –
WA
849
Winfield Associates
Ohio
$27K 565 – –
KTC
850
Kistler-Tiffany Companies
Pennsylvania
$26K 538 – –
32 33
34
35 36