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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 %
LMIM
326
Lockheed Martin Investment Management
Maryland
$5.07M – – –
B
327
Barings
North Carolina
$5.05M +$532K +12,600 +12%
SIM
328
Sentry Investment Management
Wisconsin
$5.04M -$48.9K -1,157 -1%
LBC
329
Lowe Brockenbrough & Co
Virginia
$4.95M +$66.5K +1,575 +1%
AI
330
Ariel Investments
Illinois
$4.93M -$5.46M -129,150 -53%
SCM
331
Stevens Capital Management
Pennsylvania
$4.9M -$2.4M -56,892 -33%
TAF
332
Tredje AP-fonden
Sweden
$4.89M -$583K -13,804 -11%
NLGIA
333
Nippon Life Global Investors Americas
New York
$4.88M -$1.99M -47,200 -29%
WB
334
WesBanco Bank
West Virginia
$4.85M -$4.26M -100,900 -47%
GCM
335
Grisanti Capital Management
New York
$4.82M -$4.86M -115,090 -50%
PA
336
Pinnacle Associates
New York
$4.81M +$286K +6,776 +6%
JCM
337
Jag Capital Management
Missouri
$4.77M +$4.77M +97,587 New
Squarepoint
338
Squarepoint
New York
$4.75M +$1.95M +46,232 +70%
AAF
339
Andra AP-fonden
Sweden
$4.71M -$1.7M -40,300 -27%
OI
340
Oakbrook Investments
Illinois
$4.71M -$528K -12,500 -10%
WPIC
341
White Pine Investment Company
Michigan
$4.69M -$273K -6,460 -6%
SMDAM
342
Sumitomo Mitsui DS Asset Management
Japan
$4.65M -$187K -4,434 -4%
Robeco Institutional Asset Management
343
Robeco Institutional Asset Management
Netherlands
$4.63M -$623K -14,754 -12%
LMGAM
344
Liberty Mutual Group Asset Management
Massachusetts
$4.59M -$850K -20,117 -16%
TG
345
TCW Group
California
$4.52M -$104K -2,450 -2%
CG
346
Cutler Group
California
$4.48M +$4.48M +106,150 New
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
$4.48M +$2.93M +69,378 +189%
KRS
348
Kentucky Retirement Systems
Kentucky
$4.42M -$1.75M -41,473 -28%
AP
349
AHL Partners
United Kingdom
$4.32M +$3.54M +83,903 +456%
HHMI
350
Howard Hughes Medical Institute
Maryland
$4.23M -$3.8M -90,000 -47%
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