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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 %
M&T Bank
276
M&T Bank
New York
$7.95M +$967K +22,892 +14%
DADC
277
D.A. Davidson & Co
Montana
$7.92M -$2.88M -68,216 -27%
Nordea Investment Management
278
Nordea Investment Management
Sweden
$7.83M -$1.14M -26,874 -13%
TRSOTSOK
279
Teachers Retirement System of the State of Kentucky
Kentucky
$7.8M -$820K -19,400 -10%
IP
280
Interval Partners
New York
$7.66M +$2.08M +49,308 +37%
Janus Henderson Group
281
Janus Henderson Group
United Kingdom
$7.49M -$110K -2,607 -1%
SVC
282
Strycker View Capital
New York
$7.39M +$7.39M +174,999 New
Envestnet Asset Management
283
Envestnet Asset Management
Illinois
$7.39M +$515K +12,201 +7%
Rafferty Asset Management
284
Rafferty Asset Management
New York
$7.3M +$3.42M +80,839 +88%
ZIG
285
Zurich Insurance Group
Switzerland
$7.22M -$1.96M -46,406 -21%
1IA
286
1834 Investment Advisors
Wisconsin
$7.19M +$541K +12,794 +8%
MI
287
Markston International
New York
$7.19M -$458K -10,839 -6%
VRS
288
Virginia Retirement Systems
Virginia
$7.18M +$7.18M +169,900 New
GH
289
GAM Holding
Switzerland
$7.06M -$35.1K -830 -0.5%
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$7M +$843K +19,954 +14%
CPC
291
Cookson Peirce & Co
Pennsylvania
$6.9M +$6.9M +163,330 New
MME
292
Meag Munich Ergo
Germany
$6.86M -$14.5M -342,936 -68%
WG
293
Winton Group
United Kingdom
$6.67M +$6.16M +145,754 +1,209%
NMERB
294
New Mexico Educational Retirement Board
New Mexico
$6.65M +$186K +4,400 +3%
GPSPJS
295
General Pension Society PZU Joint Stock
Poland
$6.56M – – –
LSA
296
L & S Advisors
California
$6.56M +$6.56M +155,256 New
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$6.47M +$7.61K +180 +0.1%
Brown Advisory
298
Brown Advisory
Maryland
$6.45M +$462K +10,924 +8%
MAM
299
Meeder Asset Management
Ohio
$6.41M +$2.44M +57,851 +62%
BFIC
300
Bedell Frazier Investment Counselling
California
$6.41M +$6.41M +151,595 New
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