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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 %
MSV
451
MN Services Vermogensbeheer
Netherlands
$797K +$797K +36,304 New
SACTSONJ
452
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$773K – – –
FB
453
Fulton Bank
Pennsylvania
$764K +$764K +30,520 New
Pacer Advisors
454
Pacer Advisors
Pennsylvania
$762K +$52.1K +2,084 +7%
Toronto Dominion Bank
455
Toronto Dominion Bank
Ontario, Canada
$754K -$1.58M -63,474 -68%
RJFSA
456
Raymond James Financial Services Advisors
Florida
$753K -$65.7K -2,629 -8%
AAIM
457
American Assets Investment Management
California
$750K – – –
MI
458
Montage Investments
Kansas
$738K +$738K +29,494 New
UCFA
459
United Capital Financial Advisors
Texas
$735K +$64.1K +2,561 +10%
NBC
460
Neuberger Berman Canada
Ontario, Canada
$735K +$735K +29,371 New
ACP
461
Arcus Capital Partners
Georgia
$729K – – –
FAAS
462
First Allied Advisory Services
California
$723K +$116K +4,531 +19%
AIP
463
Ameritas Investment Partners
Nebraska
$722K +$14.7K +587 +2%
Bank of Nova Scotia
464
Bank of Nova Scotia
Ontario, Canada
$720K -$245K -9,790 -25%
IIM
465
Intact Investment Management
Quebec, Canada
$720K +$183K +7,300 +34%
BCM
466
Brown Capital Management
Maryland
$716K +$11.9K +476 +2%
BC
467
Banced Corp
Illinois
$706K +$140K +5,615 +25%
SW
468
SVB Wealth
Massachusetts
$705K -$127K -5,073 -15%
BOH
469
Bank of Hawaii
Hawaii
$705K +$96.5K +3,862 +16%
TU
470
TDAM USA
Ontario, Canada
$696K -$4.9M -196,104 -88%
BGDI
471
BW Gestao de Investimentos
Brazil
$688K – – –
CAM
472
Cacti Asset Management
Georgia
$677K – – –
CIM
473
CenturyLink Investment Management
Colorado
$673K -$25.7K -1,028 -4%
IA
474
Icon Advisers
Colorado
$668K – – –
CCM
475
Cadence Capital Management
Massachusetts
$666K +$23K +922 +4%
17 18
19
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