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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 %
NCM
826
Noesis Capital Mangement
Florida
$223K +$223K +4,259 New
EWG
827
Executive Wealth Group
Washington
$221K +$221K +4,216 New
GIA
828
GHP Investment Advisors
Colorado
$221K +$52 +1 +0%
VWA
829
V Wealth Advisors
Kansas
$221K +$221K +4,056 New
NIM
830
NuWave Investment Management
New Jersey
$221K +$221K +4,197 New
AWM
831
AE Wealth Management
Kansas
$221K +$221K +4,210 New
WSFS
832
Wilmington Savings Fund Society
Delaware
$217K +$217K +4,131 New
BAM
833
Brave Asset Management
New Jersey
$215K +$215K +4,100 New
BMO
834
Beck Mack & Oliver
New York
$215K +$215K +4,105 New
GP
835
Girard Partners
Pennsylvania
$214K +$214K +4,084 New
PL
836
Parkwood LLC
Ohio
$212K +$212K +4,036 New
GIA
837
Granite Investment Advisors
New Hampshire
$211K +$211K +4,029 New
MOS
838
MGO One Seven
Ohio
$211K +$211K +4,029 New
SFG
839
Sather Financial Group
Texas
$210K -$26.3K -500 -11%
QOP
840
Quinn Opportunity Partners
Virginia
$210K +$210K +4,000 New
HA
841
Harbor Advisors
Florida
$210K +$210K +4,000 New
RCC
842
Red Cedar Capital
Nebraska
$210K +$210K +4,000 New
SMFS
843
Squar Milner Financial Services
California
$209K +$209K +3,635 New
ST
844
Smithfield Trust
Pennsylvania
$208K -$6.47K -123 -3%
VCWA
845
Vanguard Capital Wealth Advisors
Colorado
$207K +$207K +3,948 New
HCM
846
Hodges Capital Management
Texas
$206K -$392K -7,470 -66%
SC
847
SRB Corp
Massachusetts
$206K – – –
GLA
848
Great Lakes Advisors
Illinois
$206K +$206K +3,921 New
AIA
849
Allegis Investment Advisors
Idaho
$206K +$206K +3,923 New
APP
850
Avantax Planning Partners
Iowa
$205K -$36.7K -699 -15%
32 33
34
35 36