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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 %
AW
376
ACG Wealth
Georgia
$2.03M -$94.4K -2,943 -4%
SC
377
Scotia Capital
Ontario, Canada
$2.02M +$1.35M +42,506 +201%
QI
378
QS Investors
New York
$2.01M -$417 -13 -0%
CCP
379
Corient Capital Partners
California
$2M +$2M +62,523 New
WI
380
WBI Investments
New Jersey
$2M +$2M +62,409 New
BF
381
BOK Financial
Oklahoma
$1.99M +$1.49M +46,587 +301%
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.98M +$27.7K +863 +1%
JG
383
Jefferies Group
New York
$1.98M +$887K +27,660 +81%
PAI
384
Pittenger & Anderson Inc
Nebraska
$1.95M +$1.45M +45,190 +290%
LTFS
385
Ladenburg Thalmann Financial Services
Florida
$1.94M +$704K +21,944 +57%
NLI
386
Nippon Life Insurance
Japan
$1.92M -$52.7K -1,644 -3%
AIM
387
Artemis Investment Management
United Kingdom
$1.92M -$9.29M -290,000 -83%
SLI
388
Sumitomo Life Insurance
Japan
$1.92M -$231K -7,200 -11%
LTI
389
Laffer Tengler Investments
Tennessee
$1.92M – – –
WSTAM
390
Wilbanks Smith & Thomas Asset Management
Virginia
$1.91M +$4.11K +128 +0.2%
NAM
391
NorthCoast Asset Management
Connecticut
$1.91M -$125K -3,902 -6%
RG
392
Rathbones Group
United Kingdom
$1.9M -$133K -4,135 -7%
JIC
393
Joel Isaacson & Co
New York
$1.89M -$31.3K -977 -2%
GCP
394
GSA Capital Partners
United Kingdom
$1.82M +$1.82M +56,744 New
ICM
395
Ionic Capital Management
New York
$1.8M -$801K -25,000 -31%
Toronto Dominion Bank
396
Toronto Dominion Bank
Ontario, Canada
$1.79M +$273K +8,508 +18%
TI
397
Trexquant Investment
Connecticut
$1.77M +$1.77M +55,100 New
MC
398
MRJ Capital
New York
$1.77M – – –
CC
399
Cipher Capital
New York
$1.74M +$1.74M +54,248 New
NEI
400
Northwest & Ethical Investments
Ontario, Canada
$1.73M – – –
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