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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 %
BGC
1076
Blue Granite Capital
South Carolina
– – -4,865 Closed
GW
1077
GW & Wade
Massachusetts
– – -4,856 Closed
IR
1078
Invictus RG
Bermuda
– – -2,335 Closed
CGT
1079
Capital Guardian Trust
California
– – -796 Closed
AC
1080
Alexandria Capital
Virginia
– – -606 Closed
WAS
1081
WESPAC Advisors SoCal
California
– – -420 Closed
NIC
1082
Northwest Investment Counselors
Oregon
– – -370 Closed
MCIA
1083
Mountain Capital Investment Advisors
Colorado
– – -210 Closed
FFW
1084
Fusion Family Wealth
New York
– – -156 Closed
SIM
1085
Sonora Investment Management
Arizona
– – -50 Closed
LWA
1086
Lenox Wealth Advisors
New York
– – -11 Closed
LCM
1087
Laurion Capital Management
New York
– – – –
SCA
1088
Secor Capital Advisors
New York
– – – –
MCA
1089
Mendon Capital Advisors
Florida
– – – –
PG
1090
PEAK6 Group
Illinois
– – – –
CAM
1091
CMT Asset Management
Illinois
– – – –
AG
1092
Artal Group
Luxembourg
– – – –
TSS
1093
Two Sigma Securities
New York
– – – –
CMTU
1094
Capital Markets Trading (UK)
United Kingdom
– – – –
BO
1095
Bach Option
Hong Kong
– – – –
FVP
1096
Firefly Value Partners
Pennsylvania
– – – –
SA
1097
SpiderRock Advisors
Delaware
– – – –
TCA
1098
Teewinot Capital Advisers
New York
– – – –
CCMT
1099
CMT Capital Markets Trading
Germany
– – – –
RCG
1100
Ruggie Capital Group
Florida
$0 6 – –
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