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Morgan Stanley
MS

Overview Fund Activity

764 hedge funds and large institutions have $38.9B invested in Morgan Stanley in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 273 reducing their positions, and 110 closing their positions.

Holders
764
Holders Change
-50
Holders Change %
-6.14%
% of All Funds
20.39%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.37%
New
71
Increased
326
Reduced
273
Closed
110
Calls
$583M
Puts
$1.1B
Net Calls
-$522M
Net Calls Change
+$412M

Top Buyers

1
State Street
1
State Street
Massachusetts
$3.96B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.56B
3
Franklin Resources
3
Franklin Resources
California
$682M
4
Goldman Sachs
4
Goldman Sachs
New York
$242M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.77B

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$120M
2
Capital World Investors
2
Capital World Investors
California
$42.7M
3
EIP
3
Epoch Investment Partners
New York
$0
4
DCM
4
Discovery Capital Management
Connecticut
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
301
Amica Mutual Insurance
Rhode Island
$3.45M +$1.05M +42,000 +44%
MI
302
Markston International
New York
$3.44M +$3.44M +137,701 New
GCM
303
Gibraltar Capital Management
Oklahoma
$3.44M +$1.3M +52,051 +61%
CBOA
304
Commonwealth Bank of Australia
Australia
$3.4M +$116K +4,639 +4%
MCM
305
Maltese Capital Management
New York
$3.38M -$1.88M -75,000 -36%
SAM
306
Shell Asset Management
Netherlands
$3.33M -$12.9K -514 -0.4%
GIM
307
Grassi Investment Management
California
$3.28M -$54.4K -2,175 -2%
Robeco Institutional Asset Management
308
Robeco Institutional Asset Management
Netherlands
$3.28M +$854K +34,129 +35%
OI
309
Oakbrook Investments
Illinois
$3.25M -$91.6K -3,663 -3%
AL
310
Airain Ltd
Guernsey
$3.21M +$3.21M +128,247 New
PPCM
311
Pillar Pacific Capital Management
California
$3.14M +$299K +11,940 +11%
DC
312
Deere & Company
Illinois
$3.13M +$705K +28,183 +29%
DnB Asset Management
313
DnB Asset Management
Norway
$3.1M +$1.49M +59,500 +92%
LBC
314
Lowe Brockenbrough & Co
Virginia
$3.06M +$39.1K +1,565 +1%
WPIC
315
White Pine Investment Company
Michigan
$2.97M +$43K +1,720 +1%
SIM
316
Sentry Investment Management
Wisconsin
$2.95M +$34.8K +1,393 +1%
LMIM
317
Lockheed Martin Investment Management
Maryland
$2.95M -$400K -16,000 -12%
DCM
318
Dupont Capital Management
Delaware
$2.93M +$1.36M +54,567 +87%
PIM
319
Profit Investment Management
Maryland
$2.89M -$1.47M -58,632 -34%
PA
320
Pinnacle Associates
New York
$2.88M +$36.6K +1,462 +1%
AF
321
Arrow Financial
New York
$2.86M +$28.4K +1,134 +1%
Victory Capital Management
322
Victory Capital Management
Texas
$2.85M +$482K +19,254 +20%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$2.84M +$85.3K +3,411 +3%
COPPSERS
324
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.84M +$367K +14,694 +15%
OC
325
Oppenheimer & Co
New York
$2.83M -$747K -29,842 -21%
11 12
13
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