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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 %
ECA
926
Endeavour Capital Advisors
Connecticut
– – -412,136 Closed
SC
927
Sculptor Capital
New York
– – -400,000 Closed
SCP
928
Sandhill Capital Partners
New York
– – -293,076 Closed
AC
929
Allstate Corporation
Illinois
– – -247,652 Closed
Voloridge Investment Management
930
Voloridge Investment Management
Florida
– – -243,379 Closed
MCA
931
Mendon Capital Advisors
Florida
– – -189,200 Closed
SVC
932
Strycker View Capital
New York
– – -174,999 Closed
LSA
933
L & S Advisors
California
– – -155,256 Closed
BFIC
934
Bedell Frazier Investment Counselling
California
– – -151,595 Closed
AI
935
Ariel Investments
Illinois
– – -116,692 Closed
SCM
936
Stevens Capital Management
Pennsylvania
– – -115,885 Closed
TG
937
TCW Group
California
– – -106,861 Closed
CIM
938
Calvert Investment Management
Maryland
– – -98,694 Closed
HS
939
HighVista Strategies
Massachusetts
– – -73,300 Closed
OAM
940
Oxford Asset Management
United Kingdom
– – -65,180 Closed
LP
941
LMR Partners
United Kingdom
– – -50,458 Closed
ICM
942
Ionic Capital Management
New York
– – -50,000 Closed
MSU
943
Mizuho Securities USA
New York
– – -46,300 Closed
MAM
944
Martingale Asset Management
Massachusetts
– – -46,181 Closed
VF
945
Virtu Financial
New York
– – -42,850 Closed
ACM
946
Atika Capital Management
New York
– – -38,000 Closed
BPC
947
Banque Pictet & Cie
Switzerland
– – -37,100 Closed
ST
948
Spot Trading
Illinois
– – -32,847 Closed
Two Sigma Advisers
949
Two Sigma Advisers
New York
– – -30,025 Closed
CPIM
950
Columbia Partners Investment Management
Virginia
– – -26,778 Closed
36 37
38
39 40