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Morgan Stanley
MS

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.

New
Increased
Maintained
Reduced
Closed
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
State Street
Massachusetts
+$525M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
3
Franklin Resources
Franklin Resources
California
+$184M
4
Goldman Sachs
Goldman Sachs
New York
+$153M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M

Top Sellers

1
TCIM
TIAA CREF Investment Management
New York
-$271M
2
Capital World Investors
Capital World Investors
California
-$150M
3
EIP
Epoch Investment Partners
New York
-$149M
4
DCM
Discovery Capital Management
Connecticut
-$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
476
Old Mutual Customised Solutions
South Africa
$665K +$215K +8,600 +48%
HCM
477
Highbridge Capital Management
New York
$664K +$664K +26,512 New
WBG
478
Wharton Business Group
Pennsylvania
$648K – – –
SM
479
Salzhauer Michael
$646K – – –
GPC
480
Glacier Peak Capital
Washington
$645K +$645K +25,800 New
AL
481
AJO LP
Pennsylvania
$644K -$289K -11,568 -31%
HCM
482
Hodges Capital Management
Texas
$639K -$1.25K -50 -0.2%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$638K +$8.1K +324 +1%
BAC
484
Boys Arnold & Co
North Carolina
$637K -$1.5M -59,775 -70%
CC
485
Courier Capital
New York
$634K +$13.8K +550 +2%
IPC
486
Independent Portfolio Consultants
Florida
$623K +$18.4K +735 +3%
TG
487
TLP Group
Illinois
$623K +$623K +24,900 New
AP
488
Advisor Partners
California
$616K +$9.1K +364 +1%
DVM
489
Dreman Value Management
Florida
$613K +$613K +24,502 New
Janney Montgomery Scott
490
Janney Montgomery Scott
Pennsylvania
$601K -$61.8K -2,470 -9%
TRCT
491
Tower Research Capital (TRC)
New York
$598K +$568K +22,703 +1,876%
VRS
492
Virginia Retirement System
Virginia
$589K +$589K +23,547 New
MFS
493
MSI Financial Services
Massachusetts
$587K -$624K -24,931 -52%
LGC
494
Laurel Grove Capital
California
$579K -$62.5K -2,500 -10%
UB
495
UMB Bank
Missouri
$573K -$517K -20,670 -47%
SC
496
Scotia Capital
Ontario, Canada
$569K -$2.84M -113,767 -83%
1SB
497
1ST Source Bank
Indiana
$569K -$87.3K -3,494 -13%
BW
498
Bison Wealth
Georgia
$566K +$566K +22,641 New
CWM
499
Concert Wealth Management
California
$564K -$582K -22,908 -51%
TBA
500
Train Babcock Advisors
New York
$564K -$22.5K -900 -4%
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