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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 %
AIP
401
Ameritas Investment Partners
Nebraska
$2.9M +$1.41M +33,476 +95%
Jane Street
402
Jane Street
New York
$2.9M +$786K +18,603 +37%
AMM
403
American Money Management
California
$2.89M -$91.7K -2,170 -3%
VKH
404
Virtu KCG Holdings
New York
$2.86M +$693K +16,411 +32%
RAM
405
Roanoke Asset Management
New Jersey
$2.84M – – –
GT
406
Glenmede Trust
Pennsylvania
$2.83M -$656K -15,547 -19%
MA
407
Montag & Associates
Georgia
$2.79M -$183K -4,327 -6%
MERSOM
408
Municipal Employees' Retirement System of Michigan
Michigan
$2.79M -$937K -22,170 -25%
OAM
409
Oxford Asset Management
United Kingdom
$2.75M +$2.75M +65,180 New
BNP Paribas Asset Management
410
BNP Paribas Asset Management
France
$2.73M -$3.2M -75,810 -54%
William Blair & Company
411
William Blair & Company
Illinois
$2.72M -$236K -5,591 -8%
AC
412
Argentiere Capital
Switzerland
$2.7M +$2.7M +63,832 New
NLI
413
Nippon Life Insurance
Japan
$2.65M +$111K +2,628 +4%
GCP
414
GSA Capital Partners
United Kingdom
$2.64M +$243K +5,755 +10%
ARTA
415
A.R.T. Advisors
New York
$2.64M +$1.97M +46,700 +297%
LTFS
416
Ladenburg Thalmann Financial Services
Florida
$2.6M +$58.5K +1,388 +2%
CFP
417
Cornerstone Financial Partners
North Carolina
$2.59M -$727K -17,210 -22%
BF
418
BOK Financial
Oklahoma
$2.58M -$37.3K -883 -1%
Loomis, Sayles & Company
419
Loomis, Sayles & Company
Massachusetts
$2.55M +$2.55M +60,300 New
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$2.55M +$26.1K +617 +1%
SCM
421
Shelton Capital Management
Colorado
$2.51M -$1.01M -23,800 -29%
AG
422
Advisor Group
Arizona
$2.5M +$313K +7,412 +14%
FT
423
Fiduciary Trust
Massachusetts
$2.41M +$882K +20,868 +58%
LTI
424
Laffer Tengler Investments
Tennessee
$2.38M -$141K -3,340 -6%
Hudson Bay Capital Management
425
Hudson Bay Capital Management
Connecticut
$2.38M +$2.38M +56,289 New
15 16
17
18 19