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Morgan Stanley
MS

Overview Fund Activity

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$237M
4
EIP
4
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$275M
2
State Street
2
State Street
Massachusetts
$6.84B
3
PI
3
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
126
Aberdeen Asset Management
United Kingdom
$35.2M 790,511 -266,878 -25%
KeyBank National Association
127
KeyBank National Association
Ohio
$35.1M 787,662 -221,218 -22%
AG
128
Aperio Group
California
$34.9M 783,181 +60,316 +8%
BA
129
Boston Advisors
Massachusetts
$34.8M 781,936 +18,015 +2%
CM
130
Castleark Management
Illinois
$34.8M 780,950 -35,470 -4%
PI
131
PineBridge Investments
New York
$34M 762,442 -6,801 -0.9%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$33.3M 747,546 -12,716 -2%
Aristotle Capital Management
133
Aristotle Capital Management
California
$32.5M 730,000 – –
SIM
134
Sadoff Investment Management
Wisconsin
$32.3M 725,780 +6,200 +0.9%
NFA
135
Nationwide Fund Advisors
Ohio
$32M 719,212 -235,480 -25%
DIA
136
Dana Investment Advisors
Wisconsin
$32M 717,457 +66,587 +10%
Millennium Management
137
Millennium Management
New York
$31.8M 713,110 -606,785 -46%
WCM
138
Wedge Capital Management
North Carolina
$31.7M 711,766 -2,671 -0.4%
Calamos Advisors
139
Calamos Advisors
Illinois
$31.4M 704,978 +43,260 +7%
JCM
140
Junto Capital Management
New York
$30.9M 692,400 +193,413 +39%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$30.7M 687,850 -27,250 -4%
GF
142
Gabelli Funds
New York
$30.5M 684,500 -40,000 -6%
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$30.4M 727,234 -29,100 -4%
RCAMU
144
Rothschild & Co Asset Management US
Connecticut
$28.4M 637,422 +9,037 +1%
First Trust Advisors
145
First Trust Advisors
Illinois
$28.4M 636,477 +3,125 +0.5%
Parallax Volatility Advisers
146
Parallax Volatility Advisers
California
$28.2M 631,865 +631,865 New
Capital Fund Management (CFM)
147
Capital Fund Management (CFM)
France
$27M 606,864 -656,852 -52%
FMI
148
Factory Mutual Insurance
Massachusetts
$26.6M 596,000 – –
JPMPWA
149
J.P. Morgan Private Wealth Advisors
California
$26.4M 592,547 -74,038 -11%
Macquarie Group
150
Macquarie Group
Australia
$26.2M 587,028 -71,009 -11%
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