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Morgan Stanley
MS

Overview Fund Activity

921 hedge funds and large institutions have $75.1B invested in Morgan Stanley in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 328 increasing their positions, 345 reducing their positions, and 66 closing their positions.

Holders
921
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
23%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.82%
New
79
Increased
328
Reduced
345
Closed
66
Calls
$900M
Puts
$2.28B
Net Calls
-$1.38B
Net Calls Change
-$157M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$190M
2
BlackRock
2
BlackRock
New York
$5.11B
3
MCM
3
Moore Capital Management
New York
$104M
4
NI
4
Numeric Investors
Massachusetts
$262M
5
Bank of America
5
Bank of America
North Carolina
$795M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$172M
4
State Street
4
State Street
Massachusetts
$7.27B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KWILP
951
Kiwi Wealth Investments Limited Partnership
New Zealand
– – -15,617 Closed
FI
952
FormulaFolio Investments
Michigan
– – -14,620 Closed
CM
953
Crestline Management
Texas
– – -12,579 Closed
CCP
954
Corient Capital Partners
California
– – -12,434 Closed
CANY
955
Caxton Associates (New York)
New York
– – -10,600 Closed
OMC
956
Old Mission Capital
Illinois
– – -8,681 Closed
GS
957
GAM Systematic
United Kingdom
– – -8,639 Closed
PMG
958
ProVise Management Group
Florida
– – -8,096 Closed
NAMA
959
Nikko Asset Management Americas
New York
– – -7,500 Closed
PL
960
Parkwood LLC
Ohio
– – -7,292 Closed
VI
961
Versor Investments
New York
– – -6,527 Closed
Fiera Capital (Canada)
962
Fiera Capital (Canada)
Quebec, Canada
– – -6,400 Closed
FDS
963
First Dallas Securities
Texas
– – -6,351 Closed
CG
964
Colony Group
Massachusetts
– – -4,747 Closed
TI
965
Turner Investments
Pennsylvania
– – -4,710 Closed
BMO
966
Beck Mack & Oliver
New York
– – -4,535 Closed
FWM
967
Focused Wealth Management
New York
– – -4,500 Closed
Dodge & Cox
968
Dodge & Cox
California
– – -4,500 Closed
Acadian Asset Management
969
Acadian Asset Management
Massachusetts
– – -4,188 Closed
MBI
970
Montrusco Bolton Investments
Quebec, Canada
– – -3,244 Closed
ST
971
Spot Trading
Illinois
– – -2,775 Closed
VWA
972
V Wealth Advisors
Kansas
– – -2,399 Closed
PWM
973
Perigon Wealth Management
California
– – -2,070 Closed
FC
974
Ferris Capital
Massachusetts
– – -1,880 Closed
AIM
975
Acrospire Investment Management
Illinois
– – -1,400 Closed
37 38
39
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