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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 %
GCM
926
Grisanti Capital Management
New York
– -$5.22M -121,800 Closed
GCM
927
Graham Capital Management
Connecticut
– -$4.09M -95,400 Closed
UFF
928
USA Financial Formulas
Michigan
– -$3.6M -83,947 Closed
Simplex Trading
929
Simplex Trading
Illinois
– -$3.25M -75,966 Closed
BA
930
Bridgewater Associates
Connecticut
– -$2.99M -69,834 Closed
CI Investments Inc
931
CI Investments Inc
Ontario, Canada
– -$2.97M -69,210 Closed
BCM
932
Beck Capital Management
Texas
– -$2.84M -66,310 Closed
EGM
933
Engineers Gate Manager
New York
– -$2.23M -52,100 Closed
GA
934
Geneva Advisors
Illinois
– -$2.04M -47,702 Closed
AC
935
Axon Capital
New York
– -$2.03M -47,400 Closed
JIM
936
Jupiter Investment Management
United Kingdom
– -$1.84M -43,051 Closed
TI
937
Trexquant Investment
Connecticut
– -$1.68M -39,206 Closed
CAM
938
Chesapeake Asset Management
New York
– -$1.6M -37,272 Closed
Mariner
939
Mariner
Kansas
– -$1.54M -35,841 Closed
Twin Tree Management
940
Twin Tree Management
Texas
– -$1.4M -32,720 Closed
QOP
941
Quinn Opportunity Partners
Virginia
– -$1.35M -31,395 Closed
Walleye Trading
942
Walleye Trading
New York
– -$1.34K -31,380 Closed
Wealth Enhancement Advisory Services
943
Wealth Enhancement Advisory Services
Minnesota
– -$1.25M -29,602 Closed
GIM
944
Guild Investment Management
California
– -$1.21M -28,190 Closed
HT
945
HAP Trading
New York
– -$1.12M -26,238 Closed
TW
946
Transform Wealth
Colorado
– -$1M -23,430 Closed
CWM
947
Concert Wealth Management
California
– -$857K -20,439 Closed
MIH
948
Madison Investment Holdings
Wisconsin
– -$763K -17,800 Closed
FFA
949
First Foundation Advisors
California
– -$699K -16,326 Closed
LMAM
950
Legg Mason Asset Management
Japan
– -$609K -14,200 Closed
36 37
38
39 40