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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.

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

Top Sellers

1
TCIM
TIAA CREF Investment Management
New York
$120M
2
Capital World Investors
Capital World Investors
California
$42.7M
3
EIP
Epoch Investment Partners
New York
$0
4
DCM
Discovery Capital Management
Connecticut
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
326
Brown Advisory
Maryland
$2.83M +$1.18M +47,091 +71%
TG
327
TCW Group
California
$2.69M +$58.8K +2,350 +2%
QIM
328
Quantitative Investment Management
Virginia
$2.66M +$2.66M +106,200 New
HAI
329
Hennessy Advisors Inc
California
$2.63M -$125K -5,000 -5%
AI
330
Analytic Investors
California
$2.59M +$2.59M +103,637 New
BCM
331
BTC Capital Management
Iowa
$2.57M +$472K +18,876 +23%
Commonwealth Equity Services
332
Commonwealth Equity Services
Massachusetts
$2.57M +$155K +6,182 +6%
RIG
333
Renaissance Investment Group
Massachusetts
$2.56M -$1.11M -44,585 -30%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$2.56M -$90K -3,600 -3%
Stifel Financial
335
Stifel Financial
Missouri
$2.52M -$924K -36,948 -27%
HNB
336
Huntington National Bank
Ohio
$2.51M +$857K +23,997 +52%
LMGAM
337
Liberty Mutual Group Asset Management
Massachusetts
$2.5M +$227K +9,088 +10%
B
338
BP
United Kingdom
$2.5M -$1.38M -55,000 -35%
BSPF
339
British Steel Pension Fund
United Kingdom
$2.5M -$167K -6,674 -6%
AIU
340
Algebris Investments (UK)
United Kingdom
$2.5M +$2.5M +99,950 New
PAM
341
PT Asset Management
Illinois
$2.48M +$2.41M +96,510 +3,726%
B
342
Barings
North Carolina
$2.48M +$1.94M +77,600 +363%
ERSOT
343
Employees Retirement System of Texas
Texas
$2.45M – – –
BUB
344
BBVA USA Bancshares
Texas
$2.44M +$2.44M +97,416 New
CSS
345
Cubist Systematic Strategies
Connecticut
$2.43M -$6.49M -259,566 -73%
NLI
346
Nippon Life Insurance
Japan
$2.42M +$795K +31,784 +49%
BG
347
Bollard Group
Massachusetts
$2.34M +$13.2K +526 +0.6%
Two Sigma Advisers
348
Two Sigma Advisers
New York
$2.3M +$418K +16,729 +22%
SCM
349
Shelton Capital Management
Colorado
$2.25M -$15K -600 -0.7%
PP
350
Paloma Partners
Connecticut
$2.24M +$825K +32,976 +58%
12 13
14
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