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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
+$525M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
3
Franklin Resources
Franklin Resources
California
+$184M
4
Goldman Sachs
Goldman Sachs
New York
+$153M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M

Top Sellers

1
TCIM
TIAA CREF Investment Management
New York
-$271M
2
Capital World Investors
Capital World Investors
California
-$150M
3
EIP
Epoch Investment Partners
New York
-$149M
4
DCM
Discovery Capital Management
Connecticut
-$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
426
Los Angeles Capital Management
California
$987K -$8.07M -322,462 -89%
NERM
427
New England Research & Management
Illinois
$981K +$280K +11,200 +40%
FT
428
Fiduciary Trust
Massachusetts
$974K +$99.5K +3,982 +11%
HAM
429
Highstreet Asset Management
Ontario, Canada
$958K +$75.6K +3,021 +9%
PAG
430
Private Advisor Group
New Jersey
$948K +$296K +11,677 +45%
CC
431
ClearArc Capital
Ohio
$931K +$7.78K +311 +0.8%
QI
432
Quotient Investors
New York
$930K +$51.7K +2,068 +6%
JFGIW
433
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K +$216K +8,619 +31%
NONA
434
Ninety One North America
New York
$920K +$263K +10,538 +40%
BAM
435
Burgundy Asset Management
Ontario, Canada
$902K – – –
CI
436
Conning Inc
Connecticut
$900K +$25.5K +1,020 +3%
BPC
437
Banque Pictet & Cie
Switzerland
$883K +$883K +35,300 New
BCMO
438
Buckingham Capital Management (Ohio)
Ohio
$878K +$3.45K +138 +0.4%
DCM
439
Dynamic Capital Management
Jersey
$868K +$659K +26,357 +316%
CI
440
Constellation Investments
Ohio
$858K +$30K +1,200 +4%
Daiwa Securities Group
441
Daiwa Securities Group
Japan
$850K – – –
PA
442
Profund Advisors
Maryland
$843K -$257K -10,281 -23%
OMC
443
Overbrook Management Corp
New York
$837K – – –
WIA
444
Westbourne Investment Advisors
Maryland
$834K +$39.5K +1,580 +5%
Cambridge Investment Research Advisors
445
Cambridge Investment Research Advisors
Iowa
$831K +$32.7K +1,308 +4%
CICI
446
Capital Investment Counsel Inc
North Carolina
$830K -$7.25K -290 -0.9%
W
447
Wealthfront
California
$818K +$290K +11,590 +55%
CIM
448
CIM Investment Management
Pennsylvania
$815K -$111K -4,427 -12%
CWM
449
Catamount Wealth Management
Connecticut
$813K -$62.5K -2,500 -7%
NB
450
Norinchukin Bank
Japan
$800K +$150K +6,011 +23%
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