MS icon

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.

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
1
Bank of America
North Carolina
$429M
2
NI
2
Numeric Investors
Massachusetts
$136M
3
VH
3
ValueAct Holdings
California
$1.34B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$883M
5
APG Asset Management
5
APG Asset Management
Netherlands
$94.8M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$130M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.65B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.65B
4
CGI
4
CI Global Investments
California
$33.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Wellcome Trust
United Kingdom
$271M – – –
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$266M +$3.38M +105,515 +1%
Norges Bank
28
Norges Bank
Norway
$220M -$29.7M -968,672 -12%
Legal & General Group
29
Legal & General Group
United Kingdom
$211M +$1.92M +60,054 +0.9%
Fidelity International
30
Fidelity International
Bermuda
$210M -$3.37M -105,101 -2%
UBS AM
31
UBS AM
Illinois
$203M -$42.7M -1,330,631 -17%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$202M -$38.5M -1,199,700 -16%
PI
33
Putnam Investments
Massachusetts
$195M +$16.4M +512,856 +9%
PP
34
Prudential plc
United Kingdom
$172M -$38.2M -1,191,633 -18%
KP
35
Kiltearn Partners
United Kingdom
$166M +$7.95M +247,836 +5%
LSV Asset Management
36
LSV Asset Management
Illinois
$164M +$47.6M +1,485,480 +41%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$161M +$984K +30,700 +0.6%
Deutsche Bank
38
Deutsche Bank
Germany
$153M -$50.5M -1,576,750 -25%
Bessemer Group
39
Bessemer Group
New Jersey
$148M +$35.9M +1,119,114 +32%
Charles Schwab
40
Charles Schwab
California
$144M +$8.16M +254,407 +6%
FAM
41
Fred Alger Management
New York
$144M +$54.2M +1,691,359 +61%
Barclays
42
Barclays
United Kingdom
$139M -$89.7M -2,796,772 -39%
NI
43
Numeric Investors
Massachusetts
$136M +$126M +3,933,500 +1,306%
TA
44
Teachers Advisors
New York
$136M +$9.43M +294,168 +7%
Prudential Financial
45
Prudential Financial
New Jersey
$135M -$6.07M -189,203 -4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$132M -$277K -8,640 -0.2%
UBS Group
47
UBS Group
Switzerland
$131M +$10M +312,924 +8%
Jennison Associates
48
Jennison Associates
New York
$130M -$418M -13,042,661 -76%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$128M -$32.3M -1,007,731 -20%
CGM
50
Capital Growth Management
Massachusetts
$127M +$43.6M +1,360,000 +52%
1
2
3 4 5