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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 %
LA
951
Linden Advisors
New York
– – -26,684 Closed
EI
952
Elkhorn Investments
Illinois
– – -22,619 Closed
SSG
953
Summit Securities Group
New York
– – -17,400 Closed
QT
954
Quantbot Technologies
New York
– – -17,266 Closed
QC
955
Quadrature Capital
United Kingdom
– – -14,700 Closed
WI
956
WBI Investments
New Jersey
– – -13,715 Closed
BRF
957
B. Riley Financial
California
– – -11,000 Closed
TSS
958
Two Sigma Securities
New York
– – -10,978 Closed
TH
959
Timber Hill
Connecticut
– – -10,155 Closed
FSA
960
Franklin Street Advisors
North Carolina
– – -9,881 Closed
TCM
961
Tuttle Capital Management
Connecticut
– – -9,039 Closed
VI
962
Versor Investments
New York
– – -8,700 Closed
RA
963
Rational Advisors
New York
– – -8,294 Closed
Jones Financial Companies
964
Jones Financial Companies
Missouri
– – -7,751 Closed
WSFS
965
Wilmington Savings Fund Society
Delaware
– – -7,525 Closed
CIAN
966
Capstone Investment Advisors (Netherlands)
New York
– – -7,438 Closed
RC
967
Reik & Co
New York
– – -6,233 Closed
AIU
968
Algebris Investments (UK)
United Kingdom
– – -5,939 Closed
DCM
969
Decatur Capital Management
Georgia
– – -5,775 Closed
BAM
970
Brave Asset Management
New Jersey
– – -5,700 Closed
Dodge & Cox
971
Dodge & Cox
California
– – -5,500 Closed
CHA
972
Cedar Hill Associates
Illinois
– – -5,388 Closed
TIA
973
Tiemann Investment Advisors
California
– – -5,275 Closed
CCIA
974
Campbell & Co Investment Adviser
Maryland
– – -5,146 Closed
CL
975
CPWM LLC
Washington
– – -5,053 Closed
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