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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 %
RBA
351
Richard Bernstein Advisors
New York
$2.24M +$2.24M +89,435 New
APFBOT
352
Amica Pension Fund Board of Trustees
Rhode Island
$2.18M +$689K +27,561 +46%
FIM
353
Foresters Investment Management
New York
$2.18M – – –
CF
354
CNA Financial
Illinois
$2.17M +$610K +24,400 +39%
Arrowstreet Capital
355
Arrowstreet Capital
Massachusetts
$2.1M +$2.1M +83,900 New
DY
356
Dowling & Yahnke
California
$2.1M -$68.3K -2,732 -3%
MAM
357
Meeder Asset Management
Ohio
$2.07M +$2.06M +82,452 +21,871%
PP
358
Patten & Patten
Tennessee
$2.04M +$6.25K +250 +0.3%
BMM
359
Buffington Mohr McNeal
Idaho
$2.03M +$902K +36,090 +80%
ECM
360
Element Capital Management
New York
$2.01M +$963K +38,509 +92%
Nordea Investment Management
361
Nordea Investment Management
Sweden
$1.98M +$642K +25,670 +48%
Teacher Retirement System of Texas
362
Teacher Retirement System of Texas
Texas
$1.98M -$1.93M -77,346 -49%
EGM
363
Engineers Gate Manager
New York
$1.97M +$46.9K +1,874 +2%
CANY
364
Caxton Associates (New York)
New York
$1.96M -$283K -11,300 -13%
MHC
365
Meyer Handelman Company
New York
$1.91M – – –
Verition Fund Management
366
Verition Fund Management
Connecticut
$1.9M +$1.27M +50,786 +201%
RAM
367
Roanoke Asset Management
New Jersey
$1.79M -$12.1K -485 -0.7%
KIA
368
KCM Investment Advisors
California
$1.78M -$41.3K -1,653 -2%
MAM
369
Mizuho Asset Management
Japan
$1.78M -$85.4K -2,392 -5%
SLI
370
Sumitomo Life Insurance
Japan
$1.74M -$52.6K -2,104 -3%
William Blair & Company
371
William Blair & Company
Illinois
$1.74M -$25.9K -1,038 -1%
KRSITF
372
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.73M +$314K +12,561 +22%
ICM
373
Ionic Capital Management
New York
$1.73M +$945K +37,796 +121%
NEI
374
Northwest & Ethical Investments
Ontario, Canada
$1.72M – – –
QI
375
QS Investors
New York
$1.68M +$67.8K +2,709 +4%
13 14
15
16 17