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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 %
BHBT
976
Burke & Herbert Bank & Trust
Virginia
– – -4,766 Closed
FNBT
977
FineMark National Bank & Trust
Florida
– – -4,205 Closed
BCM
978
Basswood Capital Management
New York
– – -1,960 Closed
AA
979
Ancora Advisors
Ohio
– – -1,602 Closed
SM
980
SG3 Management
Puerto Rico
– – -1,600 Closed
DVM
981
Dreman Value Management
Florida
– – -1,400 Closed
CAM
982
Close Asset Management
United Kingdom
– – -1,400 Closed
PHK
983
Point72 Hong Kong
Hong Kong
– – -889 Closed
EF
984
Empirical Finance
Pennsylvania
– – -869 Closed
ClearBridge Investments
985
ClearBridge Investments
New York
– – -590 Closed
SIG
986
Stanford Investment Group
California
– – -500 Closed
CAL
987
Capital Analysts LLC
Pennsylvania
– – -322 Closed
PRS
988
Pinkerton Retirement Specialists
Idaho
– – -213 Closed
GEA
989
Glen Eagle Advisors
New Jersey
– – -200 Closed
DPA
990
Delphi Private Advisors
California
– – -100 Closed
JIR
991
James Investment Research
Ohio
– – -100 Closed
FAN
992
Financial Advisors Network
California
– – -54 Closed
FPF
993
FNY Partners Fund
New York
– – -50 Closed
MWM
994
MinichMacGregor Wealth Management
New York
– – -39 Closed
Group One Trading
995
Group One Trading
Illinois
– – – –
PCFFS
996
Pacific Center for Financial Services
California
$0 4 – –
QC
997
QCM Cayman
Texas
– – – –
PAMP
998
Polar Asset Management Partners
Ontario, Canada
– – – –
WAP
999
Wealthcare Advisory Partners
Pennsylvania
$0 2 – –
CAM
1000
CMT Asset Management
Illinois
– – – –
37 38 39
40
41