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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 %
PWAG
176
Polaris Wealth Advisory Group
California
$21.7M 449,951 +6,574 +1%
PMAM
177
Picton Mahoney Asset Management
Ontario, Canada
$21.3M 442,562 -43,950 -9%
GIBU
178
Gulf International Bank (UK)
United Kingdom
$21.2M 439,411 -600 -0.1%
Los Angeles Capital Management
179
Los Angeles Capital Management
California
$21M 436,304 -116,421 -21%
SOMRS
180
State of Michigan Retirement System
Michigan
$20.7M 429,155 -39,000 -8%
MCM
181
Maltese Capital Management
New York
$20.5M 424,600 -102,700 -19%
HP
182
Hosking Partners
United Kingdom
$20.4M 424,003 +1,743 +0.4%
AIG
183
American International Group
New York
$20.3M 421,636 -52,469 -11%
Axa
184
Axa
France
$20.2M 419,823 +28,082 +7%
Boston Partners
185
Boston Partners
Massachusetts
$19.8M 411,884 +18 +0%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$19.5M 404,298 +10,935 +3%
Nuveen Asset Management
187
Nuveen Asset Management
Illinois
$19.1M 397,448 -33,968 -8%
BCM
188
Becker Capital Management
Oregon
$19.1M 396,041 -17,541 -4%
ASRS
189
Arizona State Retirement System
Arizona
$18.9M 393,276 +40,062 +11%
SCM
190
SKBA Capital Management
California
$18.9M 393,000 +21,400 +6%
TPSF
191
Texas Permanent School Fund
Texas
$18.9M 391,908 -8,286 -2%
Wellington Management Group
192
Wellington Management Group
Massachusetts
$18.2M 378,010 -132,526 -26%
MWAC
193
Mariner Wealth Advisors (Cincinnati)
Ohio
$17.7M 367,657 +5,334 +1%
Comerica Bank
194
Comerica Bank
Texas
$17.6M 348,400 -4,181 -1%
BCM
195
Barometer Capital Management
Ontario, Canada
$17.3M 359,700 +130,300 +57%
Millennium Management
196
Millennium Management
New York
$17M 353,669 -359,441 -50%
CPC
197
Cookson Peirce & Co
Pennsylvania
$17M 352,464 -1,070 -0.3%
Robeco Institutional Asset Management
198
Robeco Institutional Asset Management
Netherlands
$16.9M 350,539 +3,862 +1%
DRZID
199
DePrince Race & Zollo Inc (DRZ)
Florida
$16.8M 348,456 -188,063 -35%
Parallax Volatility Advisers
200
Parallax Volatility Advisers
California
$16.6M 345,097 -286,768 -45%
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