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Morgan Stanley
MS

Overview Fund Activity

921 hedge funds and large institutions have $75.1B invested in Morgan Stanley in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 328 increasing their positions, 345 reducing their positions, and 66 closing their positions.

Holders
921
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
23%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.82%
New
79
Increased
328
Reduced
345
Closed
66
Calls
$900M
Puts
$2.28B
Net Calls
-$1.38B
Net Calls Change
-$157M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$190M
2
BlackRock
2
BlackRock
New York
$5.11B
3
MCM
3
Moore Capital Management
New York
$104M
4
NI
4
Numeric Investors
Massachusetts
$262M
5
Bank of America
5
Bank of America
North Carolina
$795M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$172M
4
State Street
4
State Street
Massachusetts
$7.27B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KBC Group
126
KBC Group
Belgium
$40.3M 836,747 -529,100 -39%
OTPPB
127
Ontario Teachers' Pension Plan Board
Ontario, Canada
$39.6M 822,658 +714,159 +658%
AG
128
Aperio Group
California
$39.1M 812,234 +29,053 +4%
QIM
129
Quantitative Investment Management
Virginia
$38.9M 808,400 +294,600 +57%
RC
130
RBF Capital
California
$38.5M 800,000 -12,500 -2%
DZ Bank
131
DZ Bank
Germany
$38.2M 793,636 +743,660 +1,488%
Capital International Investors
132
Capital International Investors
California
$38M 789,070 -423,400 -35%
TAM
133
Todd Asset Management
Kentucky
$38M 789,036 +449,169 +132%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$37.5M 778,693 +286,900 +58%
CM
135
Castleark Management
Illinois
$37.3M 774,974 -5,976 -0.8%
PI
136
PineBridge Investments
New York
$37M 767,478 +5,036 +0.7%
AQR Capital Management
137
AQR Capital Management
Connecticut
$36.5M 757,080 -2,060,824 -73%
Aristotle Capital Management
138
Aristotle Capital Management
California
$35.2M 730,000 – –
SIM
139
Sadoff Investment Management
Wisconsin
$34.9M 724,940 -840 -0.1%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$34.7M 720,695 -26,851 -4%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$34.5M 716,034 -11,200 -2%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$34.3M 712,216 +569,516 +399%
WCM
143
Wedge Capital Management
North Carolina
$34.2M 710,932 -834 -0.1%
KeyBank National Association
144
KeyBank National Association
Ohio
$33.7M 700,016 -87,646 -11%
DIA
145
Dana Investment Advisors
Wisconsin
$33.7M 698,768 -18,689 -3%
Macquarie Group
146
Macquarie Group
Australia
$33.3M 690,870 +103,842 +18%
First Trust Advisors
147
First Trust Advisors
Illinois
$33.2M 688,506 +52,029 +8%
JPMPWA
148
J.P. Morgan Private Wealth Advisors
California
$32.8M 680,393 +87,846 +15%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$32.2M 668,723 -19,127 -3%
DLA
150
Douglas Lane & Associates
New York
$32.2M 668,397 +130,129 +24%
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