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Morgan Stanley
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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.

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
1
State Street
Massachusetts
$3.96B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.56B
3
Franklin Resources
3
Franklin Resources
California
$682M
4
Goldman Sachs
4
Goldman Sachs
New York
$242M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.77B

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$120M
2
Capital World Investors
2
Capital World Investors
California
$42.7M
3
EIP
3
Epoch Investment Partners
New York
$0
4
DCM
4
Discovery Capital Management
Connecticut
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$577M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$191M 7,653,991 +801,446 +12%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$178M 7,115,424 +3,702,700 +108%
Fidelity International
28
Fidelity International
Bermuda
$168M 6,722,006 +107,669 +2%
Deutsche Bank
29
Deutsche Bank
Germany
$155M 6,215,897 +179,212 +3%
Legal & General Group
30
Legal & General Group
United Kingdom
$155M 6,209,559 +234,207 +4%
PP
31
Prudential plc
United Kingdom
$154M 6,168,480 +751,211 +14%
Ameriprise
32
Ameriprise
Minnesota
$148M 5,900,977 -130,124 -2%
UBS Group
33
UBS Group
Switzerland
$134M 5,366,864 +1,770,850 +49%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$134M 5,343,282 +99,800 +2%
PI
35
Putnam Investments
Massachusetts
$130M 5,194,368 -447,916 -8%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$125M 4,993,210 +2,203,745 +79%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$124M 4,975,031 +88,867 +2%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$124M 2,927,400 +1,005,970 +52%
KP
39
Kiltearn Partners
United Kingdom
$123M 4,917,061 +2,291,800 +87%
TCIM
40
TIAA CREF Investment Management
New York
$120M 4,779,724 -10,820,983 -69%
Prudential Financial
41
Prudential Financial
New Jersey
$109M 4,371,896 +1,418,410 +48%
Wells Fargo
42
Wells Fargo
California
$106M 4,258,060 -265,962 -6%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$105M 4,189,529 +107,365 +3%
JHIU
44
Janus Henderson Investors US
Colorado
$105M 4,179,819 -656,836 -14%
Charles Schwab
45
Charles Schwab
California
$103M 4,124,447 +98,736 +2%
CGM
46
Capital Growth Management
Massachusetts
$101M 4,040,000 +540,000 +15%
TA
47
Teachers Advisors
New York
$97.7M 3,908,178 -2,528,935 -39%
CS
48
Credit Suisse
Switzerland
$94.7M 3,785,639 +136,565 +4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$94.4M 3,775,145 -36,233 -1%
AQR Capital Management
50
AQR Capital Management
Connecticut
$94.4M 3,774,805 +1,423,505 +61%
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