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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 %
AC
851
Alexandria Capital
Virginia
$27K +$4.29K +96 +19%
LWM
852
Lenox Wealth Management
Ohio
$27K +$27K +617 New
IR
853
Invictus RG
Bermuda
$26K -$86.5K -1,906 -77%
HCM
854
Horrell Capital Management
Arkansas
$26K – – –
MFBTD
855
MB Financial Bank - Trust Department
Illinois
$26K +$5.09K +115 +24%
TRCT
856
Tower Research Capital (TRC)
New York
$26K +$21.5K +476 +476%
SWA
857
Sutton Wealth Advisors
Florida
$25.3K – – –
WA
858
Winfield Associates
Ohio
$25K – – –
KTC
859
Kistler-Tiffany Companies
Pennsylvania
$24K – – –
TWMP
860
Taylor Wealth Management Partners
Massachusetts
$22K – – –
IDBONY
861
Israel Discount Bank of New York
New York
$22K – – –
PFP
862
Pinnacle Financial Partners
Tennessee
$22K +$22K +500 New
MA
863
MUFG Americas
New York
$20K – – –
PCM
864
Prelude Capital Management
New York
$19K -$217K -4,980 -92%
TWA
865
TCI Wealth Advisors
Arizona
$19K – – –
GI
866
Gradient Investments
Minnesota
$19K +$130 +3 +0.7%
PMFA
867
Plante Moran Financial Advisors
Michigan
$18K -$1.26K -29 -7%
VCM
868
Vigilant Capital Management
Maine
$18K – – –
WAS
869
WESPAC Advisors SoCal
California
$18K – – –
RFA
870
Reilly Financial Advisors
California
$18K +$9K +200 +100%
RPG
871
Risk Paradigm Group
Texas
$17.8K – – –
SCA
872
Stuart Chaussee & Associates
California
$17K – – –
HR
873
Howe & Rusling
New York
$16K -$22.2K -506 -58%
PFGIA
874
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
AIL
875
AGF Investments LLC
Ontario, Canada
$15K +$178 +4 +1%
33 34
35
36 37