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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 %
DL
176
Delta Lloyd
Netherlands
$21.6M 484,198 +13,461 +3%
Renaissance Technologies
177
Renaissance Technologies
New York
$21.6M 484,000 +484,000 New
AIG
178
American International Group
New York
$21.1M 474,105 -1,862 -0.4%
SOMRS
179
State of Michigan Retirement System
Michigan
$20.9M 468,155 -3,800 -0.8%
ERSOT
180
Employees Retirement System of Texas
Texas
$20.5M 460,000 -3,000 -0.6%
LCP
181
LGT Capital Partners
Switzerland
$20.3M 455,845 +162,945 +56%
JAM
182
Jupiter Asset Management
United Kingdom
$20.3M 455,228 -96,900 -18%
PWAG
183
Polaris Wealth Advisory Group
California
$19.8M 443,377 +443,377 New
GIBU
184
Gulf International Bank (UK)
United Kingdom
$19.6M 440,011 +438 +0.1%
Nuveen Asset Management
185
Nuveen Asset Management
Illinois
$19.2M 431,416 -24,753 -5%
Cohen & Steers
186
Cohen & Steers
New York
$19M 426,283 – –
HP
187
Hosking Partners
United Kingdom
$18.8M 422,260 +6,849 +2%
PHAM
188
Pacific Heights Asset Management
California
$18.5M 415,000 -3,000 -0.7%
PAM
189
Panagora Asset Management
Massachusetts
$18.4M 413,968 -124,263 -23%
BCM
190
Becker Capital Management
Oregon
$18.4M 413,582 -7,020 -2%
Boston Partners
191
Boston Partners
Massachusetts
$18.4M 411,866 -47,123 -10%
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$18M 396,082 -19,702 -5%
TPSF
193
Texas Permanent School Fund
Texas
$17.8M 400,194 -19,656 -5%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$17.5M 393,363 -75,163 -16%
SB
195
Suntrust Banks
Georgia
$17.5M 393,201 -5,804 -1%
Axa
196
Axa
France
$17.5M 391,741 -21,360 -5%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$17.4M 390,014 +9,761 +3%
SCM
198
SKBA Capital Management
California
$16.6M 371,600 +115,000 +45%
Comerica Bank
199
Comerica Bank
Texas
$16.5M 352,581 -10,774 -3%
MWAC
200
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.1M 362,323 +1,922 +0.5%
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