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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 %
PA
326
Pinnacle Associates
New York
$3.43M -$108K -3,366 -3%
B
327
Barings
North Carolina
$3.43M +$253K +7,900 +8%
CC
328
Colrain Capital
Massachusetts
$3.33M -$115K -3,600 -3%
UOC
329
UBS O'Connor
Illinois
$3.24M -$18.8K -587 -0.6%
OC
330
Oppenheimer & Co
New York
$3.15M -$94.9K -2,958 -3%
FG
331
FSI Group
Ohio
$3.11M +$3.11M +97,000 New
DY
332
Dowling & Yahnke
California
$3.1M +$33.9K +1,056 +1%
MAM
333
Meeder Asset Management
Ohio
$3.01M -$610K -19,020 -17%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$3M -$173K -5,400 -5%
SCM
335
Sterling Capital Management
North Carolina
$3M +$2.67M +83,360 +809%
Commonwealth Equity Services
336
Commonwealth Equity Services
Massachusetts
$2.96M -$113K -3,514 -4%
Rafferty Asset Management
337
Rafferty Asset Management
New York
$2.95M -$2M -62,288 -40%
CCM
338
Compton Capital Management
Rhode Island
$2.94M +$1.47M +50,770 +100%
CS
339
Candriam SCA
Luxembourg
$2.93M +$643K +20,050 +28%
DILH
340
Dai-ichi Life Holdings
Japan
$2.9M -$1.53M -47,758 -35%
BG
341
Bollard Group
Massachusetts
$2.87M +$18.6K +580 +0.7%
RBA
342
Richard Bernstein Advisors
New York
$2.87M – – –
FIM
343
Foresters Investment Management
New York
$2.84M – – –
MERSOM
344
Municipal Employees' Retirement System of Michigan
Michigan
$2.82M +$2.89K +90 +0.1%
LOAMS
345
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.82M +$2.82M +88,000 New
APFBOT
346
Amica Pension Fund Board of Trustees
Rhode Island
$2.79M – – –
CF
347
CNA Financial
Illinois
$2.78M – – –
Creative Planning
348
Creative Planning
Kansas
$2.75M +$548K +17,103 +25%
BMM
349
Buffington Mohr McNeal
Idaho
$2.75M +$308K +9,620 +13%
BA
350
Bridgewater Associates
Connecticut
$2.74M +$2.74M +85,500 New
12 13
14
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