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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 %
HR
976
Howe & Rusling
New York
$19K 364 – –
PFGIA
977
Patriot Financial Group Insurance Agency
Massachusetts
$19K 350 – –
WTC
978
WhitTier Trust Company
Nevada
$19K 369 – –
OWA
979
One Wealth Advisors
California
$18K 340 +340 New
FFC
980
First Financial Corp
Indiana
$16K 312 – –
EWM
981
Endurance Wealth Management
Rhode Island
$16K 300 – –
ACM
982
AUA Capital Management
Pennsylvania
$16K 310 – –
TCM
983
Tradewinds Capital Management
Washington
$16K 304 +194 +176%
JWA
984
JFS Wealth Advisors
Pennsylvania
$16K 312 +312 New
CIM
985
Contravisory Investment Management
Massachusetts
$15K 288 -21 -7%
AIS
986
AlphaOne Investment Services
Pennsylvania
$14K 258 +1 +0.4%
PW
987
Price Wealth
Texas
$14K 276 +276 New
MCM
988
MV Capital Management
Maryland
$13K 247 – –
VIA
989
Vantage Investment Advisors
Pennsylvania
$13K 250 – –
TDC
990
Thompson Davis & Co
Virginia
$13K 250 – –
JAM
991
Jolley Asset Management
North Carolina
$13K 250 – –
Carson Wealth (CWM LLC)
992
Carson Wealth (CWM LLC)
Nebraska
$12K 236 -20 -8%
AIS
993
Accurate Investment Solutions
Pennsylvania
$11K 210 – –
CAM
994
CenterStar Asset Management
Illinois
– – – –
HS
995
Horan Securities
United States
$11K 200 – –
LYV
996
Live Your Vision
Pennsylvania
$11K 192 – –
LA
997
Legacy Advisors
Pennsylvania
$11K 218 – –
RAM
998
Riggs Asset Management
Pennsylvania
$11K 203 +203 New
RFA
999
Reilly Financial Advisors
California
$10K 200 – –
DOA
1000
D'Orazio & Associates
Virginia
$10K 196 +196 New
38 39
40
41 42