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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 %
LWA
1026
Lowe Wealth Advisors
Maryland
$5K 100 – –
CPA
1027
Clear Perspective Advisors
Illinois
$5K 100 – –
KJWM
1028
Kiley Juergens Wealth Management
Washington
$5K 108 +108 New
MFT
1029
Moisand Fitzgerald Tamayo
Florida
$4K 78 – –
NCM
1030
Nelson Capital Management
California
$4K 79 +79 New
CCMW
1031
Cypress Capital Management (Wyoming)
Wyoming
$3K 60 – –
CFD
1032
Creative Financial Designs
Indiana
$3K 50 – –
CFN
1033
Cordasco Financial Network
Florida
$2K 47 – –
OIA
1034
OneDigital Investment Advisors
Kansas
$2K 36 – –
CPA
1035
Cowen Prime Advisors
New York
$1K 18 – –
CWM
1036
Cranbrook Wealth Management
Michigan
$1K 18 – –
NR
1037
Newfound Research
Massachusetts
$1K 24 – –
SIS
1038
Sound Income Strategies
Florida
$1K 28 +28 New
PCG
1039
Private Capital Group
Connecticut
$257 4,905 +4,905 New
Kovitz Investment Group Partners
1040
Kovitz Investment Group Partners
Illinois
$219 4,170 -85 -2%
Credit Agricole
1041
Credit Agricole
France
– – -2,552,159 Closed
SAM
1042
Sentinel Asset Management
Vermont
– – -1,142,500 Closed
WM
1043
WS Management
Florida
– – -919,900 Closed
PI
1044
PGGM Investments
Netherlands
– – -906,129 Closed
Capital International Investors
1045
Capital International Investors
California
– – -789,070 Closed
NFA
1046
Nationwide Fund Advisors
Ohio
– – -488,706 Closed
DRZID
1047
DePrince Race & Zollo Inc (DRZ)
Florida
– – -348,456 Closed
SDIC
1048
South Dakota Investment Council
South Dakota
– – -177,878 Closed
Renaissance Technologies
1049
Renaissance Technologies
New York
– – -176,200 Closed
Point72 Asset Management
1050
Point72 Asset Management
Connecticut
– – -150,000 Closed
40 41
42
43 44