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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MBT
951
Monroe Bank & Trust
Michigan
$37K 712 +712 New
DBT
952
Dubuque Bank & Trust
Iowa
$36K 692 – –
SNT
953
Security National Trust
West Virginia
$35K 674 -253 -27%
M
954
MOTCO
Texas
$35K 666 +215 +48%
ACM
955
Armbruster Capital Management
New York
$33K 624 – –
HCM
956
Horrell Capital Management
Arkansas
$31K 583 – –
LWM
957
Lenox Wealth Management
Ohio
$30K 564 -132 -19%
WA
958
Winfield Associates
Ohio
$30K 565 – –
SWA
959
Sutton Wealth Advisors
Florida
$29.8K 567 – –
KTC
960
Kistler-Tiffany Companies
Pennsylvania
$28K 538 – –
AAP
961
Arax Advisory Partners
Colorado
$28K 552 +160 +41%
IDBONY
962
Israel Discount Bank of New York
New York
$26K 500 – –
WAP
963
Wealthcare Advisory Partners
Pennsylvania
$26K 498 +44 +10%
FMII
964
Farmers & Merchants Investments Inc
Nebraska
$26K 497 +81 +19%
VFA
965
Valeo Financial Advisors
Indiana
$26K 495 +246 +99%
MFBTD
966
MB Financial Bank - Trust Department
Illinois
$25K 472 – –
PCM
967
Penserra Capital Management
California
$24K 470 +191 +68%
TWA
968
TCI Wealth Advisors
Arizona
$22K 417 – –
PMFA
969
Plante Moran Financial Advisors
Michigan
$22K 415 – –
VCM
970
Vigilant Capital Management
Maine
$22K 419 +11 +3%
SPI
971
Santori & Peters Inc
Pennsylvania
$22K 431 +431 New
NIT
972
NumerixS Investment Technologies
British Columbia, Canada
$21K 400 -3,100 -89%
MA
973
MUFG Americas
New York
$21K 400 -50 -11%
SCA
974
Stuart Chaussee & Associates
California
$20K 384 – –
SGAM
975
Smith Group Asset Management
Texas
$19K 370 -440 -54%
37 38
39
40 41