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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 %
BA
301
Bridgewater Associates
Connecticut
$6.4M +$2.78M +65,900 +77%
GCM
302
Gibraltar Capital Management
Oklahoma
$6.27M -$160K -3,784 -2%
SAM
303
Securian Asset Management
Minnesota
$6.08M -$79K -1,871 -1%
SAM
304
Shell Asset Management
Netherlands
$6.03M -$516K -12,202 -8%
IRF
305
IBM Retirement Fund
New York
$5.99M +$2K +45 +0%
NEI
306
Northwest & Ethical Investments
Ontario, Canada
$5.97M +$3.69M +87,423 +162%
AIMCA
307
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.94M +$5.43M +128,600 +1,081%
BCM
308
BlueCrest Capital Management
Jersey
$5.91M -$2.61M -61,747 -31%
PGFC
309
Peapack-Gladstone Financial Corp
New Jersey
$5.87M -$69.7K -1,649 -1%
AMI
310
Amica Mutual Insurance
Rhode Island
$5.83M – – –
OTPPB
311
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.76M -$1.15M -27,175 -17%
QI
312
QS Investors
New York
$5.75M +$3.1M +73,398 +117%
WAM
313
World Asset Management
Michigan
$5.68M -$592K -14,024 -9%
BCM
314
BlueMar Capital Management
Florida
$5.66M +$188K +4,457 +3%
AIC
315
Argus Investors Counsel
New York
$5.66M -$691K -16,350 -11%
Stifel Financial
316
Stifel Financial
Missouri
$5.64M +$654K +15,449 +13%
Lord, Abbett & Co
317
Lord, Abbett & Co
New Jersey
$5.62M +$495K +11,708 +10%
HW
318
Hancock Whitney
Mississippi
$5.58M -$763K -18,049 -12%
GIM
319
Grassi Investment Management
California
$5.53M – – –
VIA
320
Virtus Investment Advisers
Connecticut
$5.49M +$4.98M +117,941 +975%
PPCM
321
Pillar Pacific Capital Management
California
$5.38M -$196K -4,635 -4%
LD
322
Lipe & Dalton
New York
$5.28M +$48.6K +1,150 +0.9%
CIM
323
Chiron Investment Management
New York
$5.2M +$5.2M +123,021 New
CAM
324
Capstone Asset Management
Texas
$5.13M +$84.2K +1,992 +2%
Teacher Retirement System of Texas
325
Teacher Retirement System of Texas
Texas
$5.09M -$2.83M -66,977 -36%
11 12
13
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