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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 %
GL
376
GLG LLC
New York
$3.47M -$1.34M -31,787 -28%
KIA
377
KCM Investment Advisors
California
$3.46M +$168K +3,987 +5%
CAM
378
Chesapeake Asset Management
New York
$3.38M +$2.79M +66,130 +476%
CCP
379
Corient Capital Partners
California
$3.33M +$690K +16,336 +26%
Wolverine Trading
380
Wolverine Trading
Illinois
$3.3M +$1.15M +27,214 +53%
SLI
381
Sumitomo Life Insurance
Japan
$3.24M +$706K +16,701 +28%
MHC
382
Meyer Handelman Company
New York
$3.21M -$8.45K -200 -0.3%
IWA
383
IBEX Wealth Advisors
New Jersey
$3.2M +$3.2M +75,142 New
DCM
384
Dupont Capital Management
Delaware
$3.18M +$438K +10,359 +16%
PP
385
Patten & Patten
Tennessee
$3.11M -$46.5K -1,100 -1%
TCM
386
Twin Capital Management
Pennsylvania
$3.1M +$2.76M +65,430 +818%
HS
387
HighVista Strategies
Massachusetts
$3.1M +$3.1M +73,300 New
CF
388
CNA Financial
Illinois
$3.08M -$587K -13,900 -16%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$3.07M +$228K +5,400 +8%
TCM
390
Telos Capital Management
California
$3.06M +$15.8K +375 +0.5%
CC
391
Cipher Capital
New York
$3.05M +$758K +17,937 +33%
JG
392
Jefferies Group
New York
$3.04M +$439K +10,394 +17%
PAI
393
Pittenger & Anderson Inc
Nebraska
$3.04M +$467K +11,050 +18%
NC
394
Northpointe Capital
Michigan
$3.03M +$3.03M +71,741 New
OAMG
395
Odey Asset Management Group
United Kingdom
$3.01M +$3.01M +71,200 New
MWM
396
Meridian Wealth Management
Kentucky
$2.99M +$2.99M +70,662 New
OC
397
Oppenheimer & Co
New York
$2.95M -$1.19M -28,283 -29%
Truist Financial
398
Truist Financial
North Carolina
$2.95M +$743K +17,595 +34%
YIA
399
YHB Investment Advisors
Connecticut
$2.95M +$1.69M +40,025 +135%
BCM
400
BTC Capital Management
Iowa
$2.92M -$621K -14,709 -18%
14 15
16
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