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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 %
MYAM
451
Meiji Yasuda Asset Management
Japan
$1M -$117K -3,655 -10%
CWM
452
Concert Wealth Management
California
$999K +$60K +1,875 +6%
SACTSONJ
453
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$991K – – –
NBC
454
Neuberger Berman Canada
Ontario, Canada
$990K -$354K -11,041 -26%
HNB
455
Huntington National Bank
Ohio
$990K -$50.4K -1,573 -5%
FNT
456
First National Trust
Pennsylvania
$985K -$291K -9,085 -23%
MAM
457
Martingale Asset Management
Massachusetts
$964K +$964K +30,040 New
Mirae Asset Global Investments
458
Mirae Asset Global Investments
South Korea
$955K +$955K +29,776 New
YIA
459
YHB Investment Advisors
Connecticut
$954K -$1.28M -40,025 -57%
HCM
460
Hodges Capital Management
Texas
$952K +$97.8K +3,050 +11%
BOH
461
Bank of Hawaii
Hawaii
$945K +$7.69K +240 +0.8%
RJFSA
462
Raymond James Financial Services Advisors
Florida
$929K +$36.7K +1,145 +4%
CIM
463
CIM Investment Management
Pennsylvania
$927K -$73.4K -2,290 -7%
DI
464
Diligent Investors
California
$914K -$7.85K -244 -0.9%
BSPF
465
British Steel Pension Fund
United Kingdom
$911K – – –
GAM
466
Gotham Asset Management
New York
$909K -$2.29M -71,481 -72%
AP
467
Advisor Partners
California
$883K +$74K +2,310 +9%
CIM
468
CenturyLink Investment Management
Colorado
$863K – – –
ECM
469
Everence Capital Management
Indiana
$860K – – –
BBHC
470
Brown Brothers Harriman & Co
New York
$840K -$805K -25,112 -49%
LAM
471
Lingohr Asset Management
Germany
$834K +$834K +26,005 New
SM
472
Salzhauer Michael
$827K -$1.15K -36 -0.1%
Mariner
473
Mariner
Kansas
$825K +$427K +13,333 +107%
CB
474
Commerce Bank
Missouri
$816K +$125K +3,906 +18%
CC
475
Courier Capital
New York
$809K -$2.95K -92 -0.4%
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