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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 %
LS
401
Livforsakringsbolaget Skandia
Sweden
$1.71M -$2.29M -98,601 -57%
MAM
402
Mizuho Asset Management
Japan
$1.7M -$206K -6,432 -11%
CNBT
403
Canandaigua National Bank & Trust
New York
$1.69M -$37.6K -1,174 -2%
Wellington Management Group
404
Wellington Management Group
Massachusetts
$1.68M +$1.68M +52,460 New
Truist Financial
405
Truist Financial
North Carolina
$1.68M -$93.5K -2,918 -5%
AG
406
Advisor Group
Arizona
$1.66M +$482K +15,036 +41%
VKH
407
Virtu KCG Holdings
New York
$1.64M -$336K -10,480 -17%
Jane Street
408
Jane Street
New York
$1.6M +$8.33K +260 +0.5%
SC
409
SouthState Corp
Florida
$1.59M +$6.48K +202 +0.4%
Wolverine Trading
410
Wolverine Trading
Illinois
$1.58M +$517K +16,652 +49%
V
411
Veritable
Delaware
$1.55M +$138K +4,311 +10%
W
412
Wealthfront
California
$1.53M +$640K +19,944 +72%
RC
413
RegentAtlantic Capital
New Jersey
$1.53M -$196K -6,099 -11%
JFGIW
414
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.52M +$9.56K +298 +0.6%
KJHP
415
K.J. Harrison & Partners
Ontario, Canada
$1.48M -$2.58M -80,400 -64%
QOP
416
Quinn Opportunity Partners
Virginia
$1.46M -$96.2K -3,000 -6%
AB
417
AT Bancorp
Iowa
$1.44M -$4.59M -143,303 -76%
EGM
418
Engineers Gate Manager
New York
$1.42M -$207K -6,467 -13%
NONA
419
Ninety One North America
New York
$1.37M – – –
LIA
420
LS Investment Advisors
Michigan
$1.36M -$87K -2,712 -6%
SFA
421
Sequoia Financial Advisors
Ohio
$1.34M +$1.34M +41,658 New
Bank of Nova Scotia
422
Bank of Nova Scotia
Ontario, Canada
$1.31M +$332K +10,352 +34%
SBA
423
Seven Bridges Advisors
New York
$1.3M +$1.3M +40,440 New
AAIM
424
American Assets Investment Management
California
$1.28M – – –
ANRIA
425
American National Registered Investment Advisor
Texas
$1.28M – – –
15 16
17
18 19