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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 %
LFA
876
Legacy Financial Advisors
Kentucky
$143K +$143K +2,735 New
HCM
877
Highlander Capital Management
New Jersey
$139K – – –
BWM
878
Baystate Wealth Management
Massachusetts
$137K +$6.4K +112 +5%
ZB
879
Zions Bancorporation
Utah
$137K +$7.42K +141 +6%
OFW
880
Omnia Family Wealth
Florida
$135K +$7.51K +143 +6%
LC
881
Landaas & Company
Wisconsin
$132K – – –
JFGIW
882
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K +$10.5K +200 +9%
GWA
883
Guidant Wealth Advisors
Illinois
$132K +$132K +2,500 New
QCG
884
Quadrant Capital Group
Ohio
$131K +$4.36K +90 +3%
GFP
885
Gryphon Financial Partners
Ohio
$128K +$128K +2,438 New
HFM
886
Harvest Fund Management
China
$127K – – –
FDS
887
First Dallas Securities
Texas
$121K +$121K +2,300 New
PFBT
888
Parkside Financial Bank & Trust
Missouri
$118K -$6.8K -129 -5%
ASN
889
Advisory Services Network
Georgia
$117K -$34.6K -662 -23%
PFA
890
Pathway Financial Advisors
Vermont
$115K +$115K +2,195 New
ATC
891
Adirondack Trust Company
New York
$114K -$6.8K -130 -6%
CCM
892
Covington Capital Management
California
$110K +$37.6K +717 +52%
FPS
893
Fieldpoint Private Securities
Connecticut
$105K – – –
ED
894
Exane Derivatives
France
$104K +$78.1K +1,489 +304%
ME
895
McIlrath & Eck
Washington
$101K +$101K +1,927 New
CBT
896
Capital Bank & Trust
California
$98K -$149K -2,846 -60%
SBL
897
Sargent Bickham Lagudis
Colorado
$98K – – –
WCM
898
Wealthcare Capital Management
Virginia
$96K – – –
Acadian Asset Management
899
Acadian Asset Management
Massachusetts
$96K +$96K +1,821 New
WAS
900
Winch Advisory Services
Wisconsin
$95K +$14.9K +285 +19%
34 35
36
37 38