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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 %
SC
401
SouthState Corp
Florida
$1.28M +$51.4K +2,055 +4%
CCM
402
Compton Capital Management
Rhode Island
$1.27M +$20K +800 +2%
DI
403
Dalton Investments
Nevada
$1.25M +$1.25M +50,000 New
RC
404
RegentAtlantic Capital
New Jersey
$1.24M +$1.24M +49,472 New
MYLI
405
Meiji Yasuda Life Insurance
Japan
$1.21M -$50K -2,000 -4%
VIA
406
Vantage Investment Advisors
Pennsylvania
$1.2M +$382K +15,275 +47%
Millennium Management
407
Millennium Management
New York
$1.17M -$123K -4,925 -10%
TMAM
408
Tokio Marine Asset Management
Japan
$1.16M +$50.6K +2,021 +5%
QOP
409
Quinn Opportunity Partners
Virginia
$1.15M +$1.15M +46,145 New
MFIMFI
410
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.15M – – –
EMG
411
Ellington Management Group
Connecticut
$1.13M +$1.13M +45,100 New
QAM
412
Quantres Asset Management
Cayman Islands
$1.13M +$650K +26,000 +137%
PAWC
413
P.A.W. Capital
Connecticut
$1.13M +$1.13M +45,000 New
V
414
Veritable
Delaware
$1.1M +$108K +4,301 +11%
LIA
415
LS Investment Advisors
Michigan
$1.09M +$41.7K +1,665 +4%
Federated Hermes
416
Federated Hermes
Pennsylvania
$1.08M -$23.1M -924,688 -96%
PCM
417
Princeton Capital Management
New Jersey
$1.07M +$241K +9,622 +29%
LTFS
418
Ladenburg Thalmann Financial Services
Florida
$1.06M +$120K +4,792 +13%
CK
419
Cohen Klingenstein
New York
$1.03M – – –
RIL
420
Rothschild Investment LLC
Illinois
$1.03M +$380K +15,180 +58%
Jacobs Levy Equity Management
421
Jacobs Levy Equity Management
New Jersey
$1.02M +$1.02M +40,820 New
Wealth Enhancement Advisory Services
422
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$321K +12,960 +46%
MNBTD
423
Moody National Bank Trust Division
Texas
$1.01M – – –
FNT
424
First National Trust
Pennsylvania
$1M -$117K -4,680 -10%
ANRIA
425
American National Registered Investment Advisor
Texas
$999K – – –
15 16
17
18 19