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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
+$506M
2
State Street
State Street
Massachusetts
+$275M
3
WRF
Waddell & Reed Financial
Kansas
+$259M
4
APG Asset Management
APG Asset Management
Netherlands
+$159M
5
BA
BlackRock Advisors
Delaware
+$144M

Top Sellers

1
VH
ValueAct Holdings
California
-$634M
2
Franklin Resources
Franklin Resources
California
-$574M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$574M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
476
Conning Inc
Connecticut
$1.54M -$42.6K -1,009 -3%
BAM
477
Burgundy Asset Management
Ontario, Canada
$1.52M – – –
PSUF
478
People's United Financial
Connecticut
$1.51M +$886K +20,968 +142%
MSV
479
MN Services Vermogensbeheer
Netherlands
$1.5M – – –
SC
480
Scotia Capital
Ontario, Canada
$1.49M -$1.2M -28,401 -45%
FAAS
481
First Allied Advisory Services
California
$1.49M +$14.4K +341 +1%
CC
482
ClearArc Capital
Ohio
$1.48M -$42.7K -1,010 -3%
RJFSA
483
Raymond James Financial Services Advisors
Florida
$1.47M +$241K +5,704 +20%
HMS
484
Hanseatic Management Services
New Mexico
$1.46M +$1.41M +33,485 +3,055%
UCFA
485
United Capital Financial Advisors
Texas
$1.45M +$428K +10,134 +42%
RIL
486
Rothschild Investment LLC
Illinois
$1.43M -$19K -450 -1%
GCA
487
Greenwood Capital Associates
South Carolina
$1.43M +$1.43M +33,758 New
Northwestern Mutual Wealth Management
488
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$1.41M +33,392 New
CEP
489
Chicago Equity Partners
Illinois
$1.4M +$1.4M +33,105 New
WIA
490
Westbourne Investment Advisors
Maryland
$1.39M -$164K -3,885 -11%
ST
491
Spot Trading
Illinois
$1.39M -$3.83M -90,643 -73%
CICI
492
Capital Investment Counsel Inc
North Carolina
$1.39M -$10.6K -250 -0.8%
Cambridge Investment Research Advisors
493
Cambridge Investment Research Advisors
Iowa
$1.38M -$68.5K -1,622 -5%
CWM
494
Catamount Wealth Management
Connecticut
$1.37M – – –
CB
495
Commerce Bank
Missouri
$1.31M +$231K +5,479 +22%
SACTSONJ
496
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.31M – – –
AP
497
Advisor Partners
California
$1.3M +$135K +3,193 +12%
Pacer Advisors
498
Pacer Advisors
Pennsylvania
$1.3M -$77.2K -1,827 -6%
ID
499
Integral Derivatives
New York
$1.29M +$1.29M +30,516 New
SBIA
500
Sheaff Brock Investment Advisors
Indiana
$1.28M +$1.28M +30,285 New
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