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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 %
Fiera Capital (Canada)
376
Fiera Capital (Canada)
Quebec, Canada
$1.68M -$483K -19,300 -22%
AW
377
ACG Wealth
Georgia
$1.67M +$521K +20,826 +46%
IAM
378
Impax Asset Management
New Hampshire
$1.66M -$9.19M -367,316 -85%
TCM
379
Telos Capital Management
California
$1.64M +$141K +5,646 +9%
MERSOM
380
Municipal Employees' Retirement System of Michigan
Michigan
$1.58M +$25K +1,000 +2%
RG
381
Rathbones Group
United Kingdom
$1.58M -$53.1K -2,125 -3%
LTI
382
Laffer Tengler Investments
Tennessee
$1.58M +$1.58M +63,010 New
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$1.54M – – –
TI
384
Trexquant Investment
Connecticut
$1.54M +$160K +6,400 +12%
GCP
385
GSA Capital Partners
United Kingdom
$1.49M -$166K -6,624 -10%
QT
386
Quantbot Technologies
New York
$1.49M -$786K -31,453 -35%
Two Sigma Investments
387
Two Sigma Investments
New York
$1.49M -$556K -22,240 -27%
JIC
388
Joel Isaacson & Co
New York
$1.43M +$36.5K +1,458 +3%
WSTAM
389
Wilbanks Smith & Thomas Asset Management
Virginia
$1.42M +$200K +7,996 +16%
CNBT
390
Canandaigua National Bank & Trust
New York
$1.4M +$655K +26,174 +88%
Truist Financial
391
Truist Financial
North Carolina
$1.4M -$5.81M -232,272 -81%
TH
392
Timber Hill
Connecticut
$1.39M +$333K +13,320 +31%
ED
393
Exane Derivatives
France
$1.39M +$292K +11,668 +27%
JSAM
394
J. Safra Asset Management
New York
$1.37M -$1.6M -64,110 -54%
AB
395
Amalgamated Bank
New York
$1.37M +$367K +14,684 +37%
MC
396
MRJ Capital
New York
$1.37M – – –
BBHC
397
Brown Brothers Harriman & Co
New York
$1.36M +$299K +11,975 +28%
Creative Planning
398
Creative Planning
Kansas
$1.34M +$244K +9,770 +22%
CS
399
Candriam SCA
Luxembourg
$1.33M +$149K +5,994 +13%
GIA
400
Gargoyle Investment Advisor
New Jersey
$1.29M – – –
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16
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