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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$174M
2
NI
Numeric Investors
Massachusetts
+$126M
3
VH
ValueAct Holdings
California
+$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.1M
5
APG Asset Management
APG Asset Management
Netherlands
+$69.1M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$418M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$219M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$195M
4
CGI
CI Global Investments
California
-$172M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
NERM
476
New England Research & Management
Illinois
$808K -$30.4K -950 -4%
WBG
477
Wharton Business Group
Pennsylvania
$801K -$83.4K -2,601 -9%
CCT
478
Country Club Trust
Missouri
$798K -$26.6K -830 -3%
ACN
479
Advisor Consultant Network
Ohio
$798K +$798K +24,920 New
FB
480
Fulton Bank
Pennsylvania
$797K -$216K -6,739 -21%
ACP
481
Arcus Capital Partners
Georgia
$794K – – –
LNWWM
482
Laird Norton Wetherby Wealth Management
California
$793K +$99.1K +3,089 +14%
IPC
483
Independent Portfolio Consultants
Florida
$788K -$46.6K -1,455 -6%
LPL Financial
484
LPL Financial
California
$785K +$785K +24,510 New
DVM
485
Dreman Value Management
Florida
$783K – – –
RIM
486
Rampart Investment Management
Connecticut
$777K +$777K +24,247 New
UCFA
487
United Capital Financial Advisors
Texas
$774K -$62.3K -1,943 -7%
RCM
488
Riverhead Capital Management
Delaware
$756K +$653K +20,360 +634%
RSS
489
Rosenblum Silverman Sutton
California
$749K -$7.22K -225 -1%
LOAME
490
Lombard Odier Asset Management (Europe)
United Kingdom
$742K – – –
HVIA
491
Hudson Valley Investment Advisors
New York
$720K -$7.7K -240 -1%
BC
492
Banced Corp
Illinois
$709K +$11K +343 +2%
HAI
493
Hennessy Advisors Inc
California
$705K -$1.54M -48,000 -69%
CAM
494
Cacti Asset Management
Georgia
$705K -$160K -5,000 -19%
DLG
495
Daniel L. Goodwin
$705K – – –
TYCC
496
Texas Yale Capital Corp
Florida
$701K – – –
TH
497
TCTC Holdings
Texas
$689K – – –
CAN
498
Cetera Advisor Networks
California
$684K +$264K +8,244 +63%
NIT
499
NumerixS Investment Technologies
British Columbia, Canada
$674K +$674K +21,022 New
TBA
500
Train Babcock Advisors
New York
$672K -$19.2K -600 -3%
18 19
20
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