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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 %
RC
126
RBF Capital
California
$42M 800,000 – –
CM
127
Castleark Management
Illinois
$42M 799,940 +24,966 +3%
DP
128
DSAM Partners
United Kingdom
$41.5M 791,331 +681,856 +623%
PAMU
129
Pictet Asset Management (UK)
United Kingdom
$39.7M 756,109 +40,075 +6%
BCIM
130
British Columbia Investment Management
British Columbia, Canada
$39.6M 755,386 +227,980 +43%
Aviva
131
Aviva
United Kingdom
$39.4M 750,929 -119,774 -14%
ACI
132
AMP Capital Investors
Australia
$38.7M 737,960 -202,990 -22%
Parallax Volatility Advisers
133
Parallax Volatility Advisers
California
$38.4M 731,698 +386,601 +112%
Aristotle Capital Management
134
Aristotle Capital Management
California
$38.3M 730,000 – –
SIM
135
Sadoff Investment Management
Wisconsin
$37.2M 708,140 -16,800 -2%
DLA
136
Douglas Lane & Associates
New York
$37.1M 706,644 +38,247 +6%
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$36.8M 701,481 +21,088 +3%
First Trust Advisors
138
First Trust Advisors
Illinois
$36.7M 700,334 +11,828 +2%
CIM
139
Chiron Investment Management
New York
$36.6M 698,423 +380,000 +119%
KBC Group
140
KBC Group
Belgium
$36.4M 693,428 -143,319 -17%
DIA
141
Dana Investment Advisors
Wisconsin
$35.8M 682,359 -16,409 -2%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$35.1M 669,302 +104,846 +19%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$34.8M 671,485 +149,250 +29%
WCM
144
Wedge Capital Management
North Carolina
$34M 648,104 -62,828 -9%
RJA
145
Raymond James & Associates
Florida
$33M 628,137 +104,720 +20%
RCAMU
146
Rothschild & Co Asset Management US
Connecticut
$32.5M 619,678 -7,145 -1%
SIA
147
Sit Investment Associates
Minnesota
$32.4M 617,675 +617,675 New
KeyBank National Association
148
KeyBank National Association
Ohio
$32.3M 615,884 -84,132 -12%
FMI
149
Factory Mutual Insurance
Massachusetts
$31.9M 608,600 – –
PP
150
PDT Partners
New York
$31.1M 593,299 +77,663 +15%
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