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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 %
MAM
451
Martingale Asset Management
Massachusetts
$1.95M +$682K +16,141 +54%
QOP
452
Quinn Opportunity Partners
Virginia
$1.92M – – –
NB
453
Norinchukin Bank
Japan
$1.89M +$398K +9,432 +27%
SQA
454
Simon Quick Advisors
New Jersey
$1.88M +$1.88M +44,550 New
FMBTD
455
First Midwest Bank Trust Division
Illinois
$1.88M +$1.57M +37,060 +500%
AW
456
ACG Wealth
Georgia
$1.84M -$832K -19,694 -31%
VF
457
Virtu Financial
New York
$1.81M +$1.81M +42,850 New
NONA
458
Ninety One North America
New York
$1.78M -$20.6K -488 -1%
HNB
459
Huntington National Bank
Ohio
$1.76M +$458K +10,848 +35%
LAM
460
Lingohr Asset Management
Germany
$1.76M +$657K +15,555 +60%
Mariner
461
Mariner
Kansas
$1.74M +$654K +15,481 +60%
EU
462
Emory University
Georgia
$1.74M +$1.74M +41,070 New
DZ Bank
463
DZ Bank
Germany
$1.71M +$1.71M +40,575 New
AAIM
464
American Assets Investment Management
California
$1.69M – – –
ANRIA
465
American National Registered Investment Advisor
Texas
$1.69M – – –
MNBTD
466
Moody National Bank Trust Division
Texas
$1.69M – – –
CIM
467
CenturyLink Investment Management
Colorado
$1.64M +$500K +11,834 +44%
CSS
468
Cubist Systematic Strategies
Connecticut
$1.62M +$1.62M +38,333 New
CK
469
Cohen Klingenstein
New York
$1.61M – – –
ACM
470
Atika Capital Management
New York
$1.61M +$1.61M +38,000 New
JCM
471
Jafra Capital Management
New York
$1.59M +$1.59M +37,665 New
NIMI
472
Natixis Investment Managers International
France
$1.58M +$61.1K +1,445 +4%
MYAM
473
Meiji Yasuda Asset Management
Japan
$1.57M +$253K +5,990 +19%
BPC
474
Banque Pictet & Cie
Switzerland
$1.57M +$245K +5,800 +19%
SBA
475
Seven Bridges Advisors
New York
$1.56M -$151K -3,583 -9%
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