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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.

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
1
Fidelity Investments
Massachusetts
$1.67B
2
State Street
2
State Street
Massachusetts
$6.88B
3
WRF
3
Waddell & Reed Financial
Kansas
$282M
4
APG Asset Management
4
APG Asset Management
Netherlands
$277M
5
BA
5
BlackRock Advisors
Delaware
$691M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.14B
2
Franklin Resources
2
Franklin Resources
California
$293M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.56B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Wellcome Trust
United Kingdom
$357M – – –
Diamond Hill Capital Management
27
Diamond Hill Capital Management
Ohio
$349M -$138M -3,277,273 -28%
Norges Bank
28
Norges Bank
Norway
$347M +$42.9M +1,016,524 +14%
Franklin Resources
29
Franklin Resources
California
$293M -$574M -13,579,631 -66%
Fidelity International
30
Fidelity International
Bermuda
$292M +$14.6M +345,387 +5%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$287M +$139M +3,283,342 +94%
WRF
32
Waddell & Reed Financial
Kansas
$282M +$259M +6,126,480 +1,108%
APG Asset Management
33
APG Asset Management
Netherlands
$277M +$159M +3,964,757 +134%
PI
34
Putnam Investments
Massachusetts
$271M +$14.2M +335,702 +6%
Legal & General Group
35
Legal & General Group
United Kingdom
$269M -$8.85M -209,358 -3%
LSV Asset Management
36
LSV Asset Management
Illinois
$253M +$36.6M +865,100 +17%
UBS AM
37
UBS AM
Illinois
$246M -$20.7M -490,915 -8%
KP
38
Kiltearn Partners
United Kingdom
$225M +$5.35M +126,600 +2%
Charles Schwab
39
Charles Schwab
California
$220M +$30.1M +711,815 +16%
UBS Group
40
UBS Group
Switzerland
$209M +$36.4M +862,614 +21%
Principal Financial Group
41
Principal Financial Group
Iowa
$202M +$115M +2,713,075 +131%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$199M -$13.6M -321,450 -6%
Bessemer Group
43
Bessemer Group
New Jersey
$196M +$1.5M +35,403 +0.8%
PP
44
Prudential plc
United Kingdom
$191M -$36M -851,695 -16%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$185M -$80.9M -1,914,500 -30%
TA
46
Teachers Advisors
New York
$177M -$1.93M -45,680 -1%
Wells Fargo
47
Wells Fargo
California
$173M +$42.8M +1,013,843 +33%
Ninety One (UK)
48
Ninety One (UK)
United Kingdom
$170M +$44.3M +1,047,687 +35%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$170M -$3.45M -81,550 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$170M +$475K +11,246 +0.3%
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