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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 %
Axa
251
Axa
France
$10M +$85.6K +2,027 +0.9%
SCM
252
Sterling Capital Management
North Carolina
$9.96M +$6M +142,048 +152%
Lazard Asset Management
253
Lazard Asset Management
New York
$9.84M +$385K +9,104 +4%
JPMIA
254
J.P. Marvel Investment Advisors
Massachusetts
$9.77M +$1.16M +27,390 +13%
AHB
255
Abner Herrman & Brock
New Jersey
$9.66M -$214K -4,952 -2%
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$9.56M -$95.9K -2,227 -1%
BUB
257
BBVA USA Bancshares
Texas
$9.51M +$344K +8,131 +4%
SDIC
258
South Dakota Investment Council
South Dakota
$9.41M -$7.06M -166,988 -43%
HIMC
259
Heritage Investors Management Corp
Maryland
$9.4M -$429K -10,165 -4%
HighTower Advisors
260
HighTower Advisors
Illinois
$9.31M -$25.9K -614 -0.3%
MOACM
261
Mutual of America Capital Management
New York
$9.22M +$492K +11,635 +6%
JCP
262
Jabre Capital Partners
Switzerland
$8.87M -$2.54M -60,000 -22%
BIM
263
Bridgecreek Investment Management
Oklahoma
$8.78M -$768K -18,185 -8%
CL
264
Croft-Leominster
Maryland
$8.66M -$6.63M -206,854 Closed
PP
265
Paloma Partners
Connecticut
$8.57M +$5.13M +121,376 +149%
BCM
266
Barometer Capital Management
Ontario, Canada
$8.56M +$2.08M +49,300 +32%
ANI
267
American National Insurance
Texas
$8.53M – – –
XK
268
Xact Kapitalforvaltning
Sweden
$8.52M +$386K +9,136 +5%
ZDA
269
Zweig-DiMenna Associates
New York
$8.51M +$8.51M +201,307 New
PG
270
PEAK6 Group
Illinois
$8.41M -$45.9K -1,086 -0.5%
MSA
271
Mason Street Advisors
Wisconsin
$8.34M -$79.2K -1,875 -0.9%
Nomura Asset Management
272
Nomura Asset Management
Japan
$8.16M -$639K -15,100 -7%
CIP
273
Convergence Investment Partners
Florida
$8.1M +$2.36M +55,943 +41%
MCA
274
Mendon Capital Advisors
Florida
$7.99M -$634K -15,000 -7%
Citigroup
275
Citigroup
New York
$7.97M -$2.01M -47,691 -20%
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