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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 %
Acadian Asset Management
126
Acadian Asset Management
Massachusetts
$35.3M 823,034 -370,362 -31%
WM
127
WS Management
Florida
$35.1M 819,900 – –
CM
128
Castleark Management
Illinois
$35M 816,420 +36,706 +5%
RC
129
RBF Capital
California
$34.8M 812,500 – –
PI
130
PineBridge Investments
New York
$33M 769,243 -14,089 -2%
CCMG
131
Clark Capital Management Group
Pennsylvania
$32.9M 768,425 -40,968 -5%
BA
132
Boston Advisors
Massachusetts
$32.7M 763,921 -131,566 -15%
1832 Asset Management
133
1832 Asset Management
Ontario, Canada
$32.7M 761,100 -1,570,710 -67%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$32.6M 760,262 +10,083 +1%
PAMU
135
Pictet Asset Management (UK)
United Kingdom
$32.4M 756,334 +4,600 +0.6%
Aristotle Capital Management
136
Aristotle Capital Management
California
$31.3M 730,000 – –
GF
137
Gabelli Funds
New York
$31M 724,500 -40,000 -5%
AG
138
Aperio Group
California
$31M 722,865 -3,859 -0.5%
SIM
139
Sadoff Investment Management
Wisconsin
$30.8M 719,580 -6,000 -0.8%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$30.6M 715,100 -13,567 -2%
WCM
141
Wedge Capital Management
North Carolina
$30.6M 714,437 -5,859 -0.8%
MWA
142
Marshall Wace Asia
Hong Kong
$30.2M 701,695 +701,695 New
EPCM
143
Eton Park Capital Management
New York
$29.8M 695,000 -2,430,000 -78%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$29M 675,963 +675,963 New
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$28.6M 666,585 +140,897 +27%
Calamos Advisors
146
Calamos Advisors
Illinois
$28.3M 661,718 -146,477 -18%
Macquarie Group
147
Macquarie Group
Australia
$28.2M 658,037 +177,332 +37%
DIA
148
Dana Investment Advisors
Wisconsin
$27.9M 650,870 +178,266 +38%
First Trust Advisors
149
First Trust Advisors
Illinois
$27.1M 633,352 +118,342 +23%
RCAMU
150
Rothschild & Co Asset Management US
Connecticut
$26.9M 628,385 +628,385 New
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