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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 %
W
426
Wealthfront
California
$2.35M +$333K +7,886 +16%
MC
427
MRJ Capital
New York
$2.33M – – –
Creative Planning
428
Creative Planning
Kansas
$2.3M -$1.32M -31,208 -36%
JIC
429
Joel Isaacson & Co
New York
$2.27M -$223K -5,277 -9%
Bank of Nova Scotia
430
Bank of Nova Scotia
Ontario, Canada
$2.26M +$536K +12,691 +31%
Fiera Capital (Canada)
431
Fiera Capital (Canada)
Quebec, Canada
$2.26M -$490K -11,600 -18%
CI
432
Cigna Investments
Connecticut
$2.25M +$2.25M +53,172 New
CCM
433
Cadence Capital Management
Massachusetts
$2.24M -$6.74M -159,400 -75%
CNBT
434
Canandaigua National Bank & Trust
New York
$2.17M -$62.8K -1,488 -3%
V
435
Veritable
Delaware
$2.16M +$125K +2,960 +6%
TRCT
436
Tower Research Capital (TRC)
New York
$2.16M +$2.15M +50,859 +17,538%
CCM
437
Compton Capital Management
Rhode Island
$2.15M -$2.13M -50,520 -50%
LP
438
LMR Partners
United Kingdom
$2.13M +$2.13M +50,458 New
PCM
439
Penserra Capital Management
California
$2.13M +$2.13M +50,354 New
ICM
440
Ionic Capital Management
New York
$2.11M -$254K -6,000 -11%
RC
441
RegentAtlantic Capital
New Jersey
$2.09M +$78.6K +1,861 +4%
SC
442
SouthState Corp
Florida
$2.08M -$16.9K -400 -0.8%
AIM
443
Assured Investment Management
New York
$2.07M -$1.1M -26,139 -35%
FA
444
FDx Advisors
Illinois
$2.06M +$1.76M +41,535 +570%
LIA
445
LS Investment Advisors
Michigan
$2.04M +$239K +5,664 +13%
GA
446
Geneva Advisors
Illinois
$2.02M +$2.02M +47,696 New
IH
447
IFC Holdings
Florida
$2M +$1.59M +37,553 +385%
PA
448
Profund Advisors
Maryland
$1.98M +$385K +9,110 +24%
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.97M -$641K -15,180 -25%
MSU
450
Mizuho Securities USA
New York
$1.96M +$1.96M +46,300 New
16 17
18
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