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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 %
GF
151
Gabelli Funds
New York
$30.5M 633,500 -51,000 -7%
RCAMU
152
Rothschild & Co Asset Management US
Connecticut
$30.2M 626,823 -10,599 -2%
FMI
153
Factory Mutual Insurance
Massachusetts
$29.3M 608,600 +12,600 +2%
Stifel Financial
154
Stifel Financial
Missouri
$27.8M 577,918 +433,920 +301%
JAM
155
Jupiter Asset Management
United Kingdom
$27.8M 576,728 +121,500 +27%
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$27.2M 564,456 +60,465 +12%
Morgan Stanley
157
Morgan Stanley
New York
$27.1M 561,800 -3,038 -0.5%
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$27M 559,610 +516,967 +1,212%
LCP
159
LGT Capital Partners
Switzerland
$26.5M 549,285 +93,440 +20%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$26.2M 543,621 +266,402 +96%
N
161
Natixis
France
$26M 539,887 -1,188,324 -69%
AIA
162
Avalon Investment & Advisory
Texas
$25.9M 537,189 +262,902 +96%
BCIM
163
British Columbia Investment Management
British Columbia, Canada
$25.4M 527,406 -12,461 -2%
RJA
164
Raymond James & Associates
Florida
$25.2M 523,417 -27,799 -5%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$25.2M 522,235 -35,257 -6%
EARNEST Partners
166
EARNEST Partners
Georgia
$25M 518,573 -34,278 -6%
BA
167
Boston Advisors
Massachusetts
$24.9M 516,012 -265,924 -34%
PP
168
PDT Partners
New York
$24.8M 515,636 +14,080 +3%
ERSOT
169
Employees Retirement System of Texas
Texas
$24.1M 501,000 +41,000 +9%
CL
170
Chubb Ltd
Switzerland
$23.6M 490,472 – –
NFA
171
Nationwide Fund Advisors
Ohio
$23.5M 488,706 -230,506 -32%
HIIFS
172
Harel Insurance Investments & Financial Services
Israel
$23.5M 487,367 +129 +0%
UB
173
UMB Bank
Missouri
$23.2M 481,486 -3,875 -0.8%
NIPH
174
NN Investment Partners Holdings
Netherlands
$22.7M 471,349 +317,743 +207%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$22.4M 464,326 +74,312 +19%
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