MS icon

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 %
SJIM
901
St. Johns Investment Management
Florida
$5K – – –
GWS
902
Glassman Wealth Services
Virginia
$5K – – –
NCM
903
Nelson Capital Management
California
$5K +$5K +180 New
SAM
904
Shamrock Asset Management
Texas
$4K – – –
LWA
905
Lowe Wealth Advisors
Maryland
$4K – – –
CPA
906
Clear Perspective Advisors
Illinois
$4K – – –
IIC
907
Integrated Investment Consultants
Michigan
$4K +$4K +85 New
CCMW
908
Cypress Capital Management (Wyoming)
Wyoming
$2.67K – – –
CFD
909
Creative Financial Designs
Indiana
$2K – – –
OIA
910
OneDigital Investment Advisors
Kansas
$2K +$2K +36 New
NR
911
Newfound Research
Massachusetts
$1K -$38 -1 -4%
CPA
912
Cowen Prime Advisors
New York
$1K – – –
CWM
913
Cranbrook Wealth Management
Michigan
$1K – – –
IWM
914
IHT Wealth Management
Illinois
$28 +$3 +968 +13%
EC
915
Eminence Capital
New York
– -$71M -1,656,276 Closed
MCM
916
Moore Capital Management
New York
– -$60.4M -1,410,000 Closed
EPCM
917
Eton Park Capital Management
New York
– -$29.8M -695,000 Closed
CC
918
Carlson Capital
Texas
– -$25.5M -596,000 Closed
Hudson Bay Capital Management
919
Hudson Bay Capital Management
Connecticut
– -$13.4M -312,610 Closed
DP
920
DSAM Partners
United Kingdom
– -$12.3M -286,857 Closed
DCM
921
Discovery Capital Management
Connecticut
– -$7.17M -167,270 Closed
CC
922
Cipher Capital
New York
– -$6.9M -160,973 Closed
3C
923
361 Capital
Colorado
– -$6.46M -150,719 Closed
RCM
924
Ratan Capital Management
Florida
– -$6.43M -150,000 Closed
IP
925
Interval Partners
New York
– -$6.14M -143,223 Closed
35 36
37
38 39