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Morgan Stanley
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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 %
KPF
1051
K2 Principal Fund
Ontario, Canada
– – -110,000 Closed
WI
1052
WBI Investments
New Jersey
– – -68,250 Closed
PCM
1053
Pointe Capital Management
Michigan
– – -62,600 Closed
NLI
1054
Nippon Life Insurance
Japan
– – -53,983 Closed
NIMI
1055
Natixis Investment Managers International
France
– – -37,088 Closed
SM
1056
Sciencast Management
New Jersey
– – -36,623 Closed
Verition Fund Management
1057
Verition Fund Management
Connecticut
– – -33,476 Closed
GCA
1058
Gideon Capital Advisors
New York
– – -30,344 Closed
WCA
1059
Waratah Capital Advisors
Ontario, Canada
– – -20,015 Closed
MF
1060
Magnetar Financial
Illinois
– – -16,179 Closed
CI
1061
Cowen Inc
New York
– – -15,000 Closed
SMFG
1062
Sumitomo Mitsui Financial Group
Japan
– – -12,528 Closed
AGM
1063
Alpine Global Management
New York
– – -11,646 Closed
FIM
1064
Freedom Investment Management
Connecticut
– – -11,112 Closed
LGC
1065
Laurel Grove Capital
California
– – -11,000 Closed
GCM
1066
Glaxis Capital Management
Florida
– – -10,000 Closed
BAM
1067
Belpointe Asset Management
Nevada
– – -9,638 Closed
ICOA
1068
Investment Centers of America
North Dakota
– – -9,638 Closed
BSAM
1069
Blue Sky Asset Management
Colorado
– – -9,176 Closed
FTI
1070
Fiduciary Trust International
Massachusetts
– – -9,145 Closed
PAM
1071
Private Asset Management
California
– – -7,380 Closed
GC
1072
Gratry & Company
Ohio
– – -5,700 Closed
FWM
1073
Frontier Wealth Management
Missouri
– – -5,204 Closed
NSAM
1074
North Star Asset Management
Wisconsin
– – -5,000 Closed
KA
1075
Kovack Advisors
Florida
– – -4,935 Closed
41 42
43
44 45