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Morgan Stanley
MS

Overview Fund Activity

781 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2016 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 306 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+38
Holders Change %
+5.11%
% of All Funds
20.87%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
90
Increased
241
Reduced
306
Closed
45
Calls
$1.09B
Puts
$1.65B
Net Calls
-$555M
Net Calls Change
+$108M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$174M
2
NI
Numeric Investors
Massachusetts
+$126M
3
VH
ValueAct Holdings
California
+$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.1M
5
APG Asset Management
APG Asset Management
Netherlands
+$69.1M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$418M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$219M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$195M
4
CGI
CI Global Investments
California
-$172M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPCM
301
Pillar Pacific Capital Management
California
$4.23M +$28.1K +875 +0.7%
IP
302
Interval Partners
New York
$4.23M +$3.88M +120,976 +1,100%
GIM
303
Grassi Investment Management
California
$4.2M – – –
TAF
304
Tredje AP-fonden
Sweden
$4.15M -$435K -13,563 -9%
BCM
305
BlueMar Capital Management
Florida
$4.15M +$979K +30,543 +31%
LMGAM
306
Liberty Mutual Group Asset Management
Massachusetts
$4.13M +$607K +18,921 +17%
Robeco Institutional Asset Management
307
Robeco Institutional Asset Management
Netherlands
$3.99M +$350K +10,920 +10%
OI
308
Oakbrook Investments
Illinois
$3.98M -$983K -30,650 -20%
LD
309
Lipe & Dalton
New York
$3.97M +$1.93M +60,275 +95%
ST
310
Spot Trading
Illinois
$3.96M -$1.75M -54,470 -31%
Lord, Abbett & Co
311
Lord, Abbett & Co
New Jersey
$3.89M -$2.06M -64,216 -35%
JAM
312
Jupiter Asset Management
United Kingdom
$3.87M +$3.87M +120,700 New
SIM
313
Sentry Investment Management
Wisconsin
$3.86M +$74.6K +2,326 +2%
LMIM
314
Lockheed Martin Investment Management
Maryland
$3.85M -$882K -27,500 -19%
CAM
315
Capstone Asset Management
Texas
$3.83M -$9.52K -297 -0.2%
Stifel Financial
316
Stifel Financial
Missouri
$3.77M -$701K -21,907 -16%
WPIC
317
White Pine Investment Company
Michigan
$3.76M -$30.1K -940 -0.8%
PAM
318
Panagora Asset Management
Massachusetts
$3.74M -$7.25M -226,262 -66%
CLOS
319
Compagnie Lombard Odier SCmA
Switzerland
$3.72M -$71.5K -2,230 -2%
LBC
320
Lowe Brockenbrough & Co
Virginia
$3.7M -$52.8K -1,648 -1%
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$3.67M -$75.5K -2,354 -2%
GL
322
GLG LLC
New York
$3.65M -$1.89M -59,114 -34%
CIM
323
Calvert Investment Management
Maryland
$3.62M +$5.23K +163 +0.1%
TG
324
TCW Group
California
$3.51M -$64.1K -2,000 -2%
AF
325
Arrow Financial
New York
$3.45M -$137K -4,257 -4%
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