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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 %
CAM
151
ClariVest Asset Management
California
$26M 583,713 -18,655 -3%
Morgan Stanley
152
Morgan Stanley
New York
$25.2M 564,838 +34,709 +7%
JG
153
Jefferies Group
New York
$24.8M 557,336 +382,120 +218%
EARNEST Partners
154
EARNEST Partners
Georgia
$24.6M 552,851 +6,002 +1%
Los Angeles Capital Management
155
Los Angeles Capital Management
California
$24.6M 552,725 -273,616 -33%
RJA
156
Raymond James & Associates
Florida
$24.6M 551,216 +7,350 +1%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$24.5M 557,492 +40,680 +8%
BCIM
158
British Columbia Investment Management
British Columbia, Canada
$24.1M 539,867 -65,155 -11%
DLA
159
Douglas Lane & Associates
New York
$24M 538,268 +322,718 +150%
DRZID
160
DePrince Race & Zollo Inc (DRZ)
Florida
$23.9M 536,519 -18,549 -3%
DDPIC
161
Deroy & Devereaux Private Investment Counsel
Michigan
$23.7M 531,255 -312 -0.1%
Victory Capital Management
162
Victory Capital Management
Texas
$23.6M 529,605 -16,633 -3%
MCM
163
Maltese Capital Management
New York
$23.5M 527,300 +372,300 +240%
ACPU
164
Arrowgrass Capital Partners (US)
Delaware
$23.5M 526,700 +36,759 +8%
QIM
165
Quantitative Investment Management
Virginia
$22.9M 513,800 +216,500 +73%
Citigroup
166
Citigroup
New York
$22.8M 511,259 +161,546 +46%
Wellington Management Group
167
Wellington Management Group
Massachusetts
$22.8M 510,536 -1,482,485 -74%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$22.5M 503,991 +109,702 +28%
Nomura Holdings
169
Nomura Holdings
Japan
$22.4M 500,336 +36,711 +8%
PP
170
PDT Partners
New York
$22.3M 501,556 +59,532 +13%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$21.9M 491,793 +326,800 +198%
CL
172
Chubb Ltd
Switzerland
$21.9M 490,472 – –
HIIFS
173
Harel Insurance Investments & Financial Services
Israel
$21.7M 487,238 -689 -0.1%
PMAM
174
Picton Mahoney Asset Management
Ontario, Canada
$21.7M 486,512 +152,150 +46%
UB
175
UMB Bank
Missouri
$21.6M 485,361 -14,308 -3%
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