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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 %
COPPSERS
351
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.7M -$1.18M -36,896 -30%
BCM
352
BTC Capital Management
Iowa
$2.69M -$547K -17,022 -17%
SCM
353
Shelton Capital Management
Colorado
$2.67M -$248K -7,749 -9%
CAM
354
CMT Asset Management
Illinois
$2.65M +$2.65M +82,706 New
GIA
355
Gargoyle Investment Advisor
New Jersey
$2.65M – – –
GT
356
Glenmede Trust
Pennsylvania
$2.64M +$2.36M +73,735 +843%
PP
357
Paloma Partners
Connecticut
$2.62M +$189K +5,906 +8%
JWBC
358
J.W. Burns & Co
New York
$2.56M +$1.59M +49,640 +165%
Jacobs Levy Equity Management
359
Jacobs Levy Equity Management
New Jersey
$2.51M +$1.17M +36,500 +87%
CFP
360
Cornerstone Financial Partners
North Carolina
$2.51M +$96.9K +3,028 +4%
KIA
361
KCM Investment Advisors
California
$2.5M +$32K +997 +1%
MHC
362
Meyer Handelman Company
New York
$2.44M – – –
AIM
363
Assured Investment Management
New York
$2.41M +$2.22M +69,093 +1,139%
PP
364
Patten & Patten
Tennessee
$2.39M +$24.8K +772 +1%
TCM
365
Telos Capital Management
California
$2.31M +$29.1K +906 +1%
AMM
366
American Money Management
California
$2.27M +$2.27M +70,640 New
MA
367
Montag & Associates
Georgia
$2.26M -$1.01M -31,414 -31%
William Blair & Company
368
William Blair & Company
Illinois
$2.25M +$160K +4,976 +8%
AB
369
Amalgamated Bank
New York
$2.18M -$12.6K -392 -0.6%
EOJOAM
370
E. Ohman J:or Asset Management
Sweden
$2.15M – – –
RAM
371
Roanoke Asset Management
New Jersey
$2.15M -$133K -4,150 -6%
Squarepoint
372
Squarepoint
New York
$2.12M +$2.12M +66,238 New
Fiera Capital (Canada)
373
Fiera Capital (Canada)
Quebec, Canada
$2.09M -$83.4K -2,600 -4%
DCM
374
Dupont Capital Management
Delaware
$2.08M -$1.08M -33,601 -34%
Two Sigma Advisers
375
Two Sigma Advisers
New York
$2.03M +$1.75M +54,700 +639%
13 14
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