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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 %
PFGIA
876
Patriot Financial Group Insurance Agency
Massachusetts
$15K 350 -76 -18%
VIA
877
Vantage Investment Advisors
Pennsylvania
$15K 350 – –
MCM
878
McKinley Capital Management
Alaska
$15K 350 +350 New
CHP
879
Cable Hill Partners
Oregon
$14K 327 -75 -19%
FFC
880
First Financial Corp
Indiana
$13K 312 -47 -13%
WTC
881
WhitTier Trust Company
Nevada
$13K 293 – –
EWM
882
Endurance Wealth Management
Rhode Island
$13K 300 – –
ACM
883
AUA Capital Management
Pennsylvania
$13K 310 – –
FMII
884
Farmers & Merchants Investments Inc
Nebraska
$13K 310 – –
M
885
MOTCO
Texas
$12K 285 +285 New
TDC
886
Thompson Davis & Co
Virginia
$11K 250 -480 -66%
JAM
887
Jolley Asset Management
North Carolina
$11K 250 – –
MCM
888
MV Capital Management
Maryland
$11K 247 – –
PA
889
Perennial Advisors
New York
$11K 250 – –
GBBWRPM
890
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K 250 +250 New
TSW
891
Thompson Siegel & Walmsley
Virginia
$10K 225 – –
RFA
892
Reilly Financial Advisors
California
$9K 200 – –
LYV
893
Live Your Vision
Pennsylvania
$8K 191 – –
HS
894
Horan Securities
United States
$8K 200 +200 New
FPB
895
First PREMIER Bank
South Dakota
$7K 156 – –
IF
896
Ironwood Financial
Arizona
$5K 128 – –
GWS
897
Glassman Wealth Services
Virginia
$5K 112 – –
SJIM
898
St. Johns Investment Management
Florida
$5K 111 +1 +0.9%
AAF
899
Andra AP-fonden
Sweden
$4.95K 115,500 +4,000 +4%
FMTCOCP
900
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.46K 104 +104 New
34 35
36
37 38