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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 %
CWM
351
CIBC World Markets
New York
$4.18M +$4.18M +98,991 New
CIM
352
Calvert Investment Management
Maryland
$4.17M -$599K -14,187 -13%
BTS
353
BB&T Securities
Virginia
$4.16M -$1.19M -30,205 -22%
CC
354
Colrain Capital
Massachusetts
$4.12M -$270K -6,400 -6%
Commonwealth Equity Services
355
Commonwealth Equity Services
Massachusetts
$4.1M +$195K +4,623 +5%
DY
356
Dowling & Yahnke
California
$4.1M +$13.3K +315 +0.3%
CLOS
357
Compagnie Lombard Odier SCmA
Switzerland
$4.07M -$835K -19,770 -17%
AB
358
Amalgamated Bank
New York
$4.01M +$1.13M +26,694 +39%
EGM
359
Engineers Gate Manager
New York
$3.95M +$2.08M +49,343 +112%
JWBC
360
J.W. Burns & Co
New York
$3.91M +$535K +12,670 +16%
CS
361
Candriam SCA
Luxembourg
$3.89M +$22.7K +538 +0.6%
ST
362
Sentinel Trust
Texas
$3.86M -$3.49M -82,670 -48%
BG
363
Bollard Group
Massachusetts
$3.85M +$58.8K +1,392 +2%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$3.83M -$127K -3,000 -3%
FIM
365
Foresters Investment Management
New York
$3.82M – – –
RBA
366
Richard Bernstein Advisors
New York
$3.78M – – –
BMM
367
Buffington Mohr McNeal
Idaho
$3.74M +$118K +2,795 +3%
UFF
368
USA Financial Formulas
Michigan
$3.74M +$3.74M +88,502 New
AF
369
Arrow Financial
New York
$3.68M -$862K -20,411 -19%
APFBOT
370
Amica Pension Fund Board of Trustees
Rhode Island
$3.68M – – –
SFA
371
Sequoia Financial Advisors
Ohio
$3.67M +$1.91M +45,280 +109%
Daiwa Securities Group
372
Daiwa Securities Group
Japan
$3.67M +$2.17M +51,250 +144%
TI
373
Trexquant Investment
Connecticut
$3.65M +$1.32M +31,200 +57%
COPPSERS
374
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.49M -$59.5K -1,409 -2%
GIA
375
Gargoyle Investment Advisor
New Jersey
$3.49M – – –
13 14
15
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