MS icon

Morgan Stanley
MS

Overview Fund Activity

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.98B
3
EIP
3
Epoch Investment Partners
New York
$215M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$478M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5B
2
VH
2
ValueAct Holdings
California
$766M
3
State Street
3
State Street
Massachusetts
$6.82B
4
Ameriprise
4
Ameriprise
Minnesota
$871M
5
Millennium Management
5
Millennium Management
New York
$56.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TFO
851
Tarbox Family Office
California
$28K 658 +441 +203%
AWM
852
AllSquare Wealth Management
New York
$28K 665 +605 +1,008%
ACM
853
Armbruster Capital Management
New York
$27K 624 – –
HCM
854
Horrell Capital Management
Arkansas
$25K 583 – –
AF
855
Allworth Financial
California
$25K 592 – –
SWA
856
Sutton Wealth Advisors
Florida
$24.3K 567 – –
WA
857
Winfield Associates
Ohio
$24K 565 -55 -9%
KTC
858
Kistler-Tiffany Companies
Pennsylvania
$23K 538 – –
KKAMG
859
Kernodle & Katon Asset Management Group
Arkansas
$23K 540 – –
AC
860
Alexandria Capital
Virginia
$22K 508 +32 +7%
IDBONY
861
Israel Discount Bank of New York
New York
$21K 500 -130 -21%
TWMP
862
Taylor Wealth Management Partners
Massachusetts
$21K 500 – –
AIM
863
Advantage Investment Management
Iowa
$21K 487 +487 New
MFBTD
864
MB Financial Bank - Trust Department
Illinois
$20K 472 – –
PMFA
865
Plante Moran Financial Advisors
Michigan
$19K 444 -98 -18%
GBT
866
Grove Bank & Trust
Florida
$19K 445 – –
MA
867
MUFG Americas
New York
$19K 450 – –
GI
868
Gradient Investments
Minnesota
$19K 434 +2 +0.5%
TWA
869
TCI Wealth Advisors
Arizona
$18K 421 -102 -20%
GRP
870
Global Retirement Partners
California
$18K 416 +416 New
WAS
871
WESPAC Advisors SoCal
California
$18K 420 – –
RPG
872
Risk Paradigm Group
Texas
$17.1K 400 – –
VCM
873
Vigilant Capital Management
Maine
$17K 408 – –
SCA
874
Stuart Chaussee & Associates
California
$16K 384 +384 New
AIL
875
AGF Investments LLC
Ontario, Canada
$15K 333 -181 -35%
33 34
35
36 37