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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 %
BCIM
151
British Columbia Investment Management
British Columbia, Canada
$25.9M 605,022 -50,369 -8%
CAM
152
ClariVest Asset Management
California
$25.8M 602,368 +602,335 +1,825,258%
CC
153
Carlson Capital
Texas
$25.5M 596,000 +347,538 +140%
FMI
154
Factory Mutual Insurance
Massachusetts
$25.5M 596,000 -269,000 -31%
Lazard Asset Management
155
Lazard Asset Management
New York
$25.3M 589,429 +356,585 +153%
DRZID
156
DePrince Race & Zollo Inc (DRZ)
Florida
$23.8M 555,068 -392,186 -41%
JAM
157
Jupiter Asset Management
United Kingdom
$23.7M 552,128 +73,528 +15%
EARNEST Partners
158
EARNEST Partners
Georgia
$23.4M 546,849 -126,565 -19%
Victory Capital Management
159
Victory Capital Management
Texas
$23.4M 546,238 -160,460 -23%
RJA
160
Raymond James & Associates
Florida
$23.3M 543,866 +49,587 +10%
PAM
161
Panagora Asset Management
Massachusetts
$23.1M 538,231 +45,707 +9%
DDPIC
162
Deroy & Devereaux Private Investment Counsel
Michigan
$22.8M 531,567 -16,965 -3%
Morgan Stanley
163
Morgan Stanley
New York
$22.7M 530,129 -55,109 -9%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$22.1M 516,812 -1,415 -0.3%
UB
165
UMB Bank
Missouri
$21.4M 499,669 -1,064 -0.2%
JCM
166
Junto Capital Management
New York
$21.4M 498,987 -483,800 -49%
CL
167
Chubb Ltd
Switzerland
$21M 490,472 – –
ACPU
168
Arrowgrass Capital Partners (US)
Delaware
$21M 489,941 -155,860 -24%
HIIFS
169
Harel Insurance Investments & Financial Services
Israel
$20.9M 487,927 +12,060 +3%
AIG
170
American International Group
New York
$20.4M 475,967 -2,980 -0.6%
SOMRS
171
State of Michigan Retirement System
Michigan
$20.2M 471,955 +300 +0.1%
DL
172
Delta Lloyd
Netherlands
$20.2M 470,737 -46,927 -9%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$20.1M 468,526 +53,224 +13%
Nomura Holdings
174
Nomura Holdings
Japan
$19.9M 463,625 -272,859 -37%
ERSOT
175
Employees Retirement System of Texas
Texas
$19.8M 463,000 – –
5 6
7
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