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Morgan Stanley
MS

Overview Fund Activity

888 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2016 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 271 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+107
Holders Change %
+13.7%
% of All Funds
22.23%
Holding in Top 10
36
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+125%
% of All Funds
0.9%
New
177
Increased
271
Reduced
307
Closed
57
Calls
$1.55B
Puts
$2.63B
Net Calls
-$1.08B
Net Calls Change
-$522M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$506M
2
State Street
State Street
Massachusetts
+$275M
3
WRF
Waddell & Reed Financial
Kansas
+$259M
4
APG Asset Management
APG Asset Management
Netherlands
+$159M
5
BA
BlackRock Advisors
Delaware
+$144M

Top Sellers

1
VH
ValueAct Holdings
California
-$634M
2
Franklin Resources
Franklin Resources
California
-$574M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$574M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
SKBA Capital Management
California
$12.2M +$12.2M +289,700 New
DIA
227
Davidson Investment Advisors
Montana
$12M -$5.53M -130,943 -32%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$11.8M -$746K -17,668 -6%
AIA
229
Avalon Investment & Advisory
Texas
$11.8M -$89.9K -2,127 -0.8%
OPERF
230
Oregon Public Employees Retirement Fund
Oregon
$11.8M -$1.62M -38,349 -12%
WBC
231
Westpac Banking Corp
Australia
$11.7M -$2.05M -45,313 -15%
NIPH
232
NN Investment Partners Holdings
Netherlands
$11.6M -$1.38M -32,575 -11%
CBOA
233
Commonwealth Bank of Australia
Australia
$11.6M +$114K +2,701 +1%
MAA
234
Matrix Asset Advisors
New York
$11.5M -$5.32M -125,897 -32%
DnB Asset Management
235
DnB Asset Management
Norway
$11.4M +$5.63M +133,300 +97%
HC
236
Hourglass Capital
Texas
$11.2M -$2.41M -57,060 -18%
VFA
237
Virtus Fund Advisers
Connecticut
$11.1M -$28.4K -673 -0.3%
URS
238
Utah Retirement Systems
Utah
$11M – – –
NP
239
NS Partners
United Kingdom
$11M +$22.2K +525 +0.2%
LM
240
Lincluden Management
Ontario, Canada
$10.9M +$1.29M +30,533 +13%
Toronto Dominion Bank
241
Toronto Dominion Bank
Ontario, Canada
$10.8M +$8.44M +199,725 +358%
US Bancorp
242
US Bancorp
Minnesota
$10.8M -$1.32M -31,314 -11%
BCMNY
243
Buckingham Capital Management (New York)
New York
$10.7M -$1.65M -38,956 -13%
LCP
244
LGT Capital Partners
Switzerland
$10.5M -$4.94M -117,040 -32%
CC
245
Carlson Capital
Texas
$10.5M -$82.5M -1,951,538 -89%
AC
246
Allstate Corporation
Illinois
$10.5M +$10.5M +247,652 New
PMAM
247
Picton Mahoney Asset Management
Ontario, Canada
$10.4M +$4.11M +97,187 +65%
Voloridge Investment Management
248
Voloridge Investment Management
Florida
$10.3M +$10.3M +243,379 New
SFM
249
Systematic Financial Management
New Jersey
$10.3M +$9.68M +229,099 +1,697%
BCAM
250
Boston Common Asset Management
Massachusetts
$10.1M +$47.1K +1,115 +0.5%
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