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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.

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 %
IIA
951
IPG Investment Advisors
California
– -$548K -12,800 Closed
BCM
952
Bluefin Capital Management
New York
– -$546K -12,754 Closed
AGA
953
Accuvest Global Advisors
Utah
– -$432K -10,086 Closed
ZDA
954
Zweig-DiMenna Associates
New York
– -$428K -10,000 Closed
ZIM
955
Zacks Investment Management
Illinois
– -$424K -9,903 Closed
TCM
956
Teza Capital Management
Illinois
– -$411K -9,601 Closed
FTI
957
Fiduciary Trust International
Massachusetts
– -$390K -9,095 Closed
AGM
958
Alpine Global Management
New York
– -$340K -7,933 Closed
GLA
959
Great Lakes Advisors
Illinois
– -$307K -7,176 Closed
CC
960
Cognios Capital
Kansas
– -$267K -6,234 Closed
GIA
961
GHP Investment Advisors
Colorado
– -$266K -6,209 Closed
AR
962
Advisory Research
Illinois
– -$266K -6,204 Closed
WAM
963
Wolverine Asset Management
Illinois
– -$265K -6,200 Closed
PTC
964
Petrus Trust Company
Texas
– -$253K -5,913 Closed
SCA
965
Snowden Capital Advisors
New York
– -$242K -5,645 Closed
SEIA
966
Signature Estate & Investment Advisors
California
– -$242K -5,640 Closed
QSS
967
Quantitative Systematic Strategies
Florida
– -$232K -5,411 Closed
BFM
968
Boothbay Fund Management
New York
– -$226K -5,283 Closed
RMDI
969
R.M. Davis Inc
Maine
– -$226K -5,281 Closed
OWD
970
Osborn Williams & Donohoe
Ohio
– -$225K -5,256 Closed
EAM
971
Eagle Asset Management
Florida
– -$210K -4,902 Closed
CGT
972
Capital Guardian Trust
California
– -$202K -4,714 Closed
HCA
973
Harbour Capital Advisors
Virginia
– -$96.4K -2,250 Closed
BIG
974
Bellwether Investment Group
Tennessee
– -$96K -2,249 Closed
Capstone Investment Advisors
975
Capstone Investment Advisors
New York
– -$69K -1,612 Closed
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