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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 %
SM
501
Sciencast Management
New Jersey
$563K -$592K -23,661 -51%
WPC
502
White Pine Capital
Minnesota
$558K +$18.8K +750 +3%
FWCM
503
Ferguson Wellman Capital Management
Oregon
$556K -$150K -6,000 -21%
GCA
504
Gideon Capital Advisors
New York
$556K +$27.4K +1,096 +5%
PAM
505
Princeton Alpha Management
New Jersey
$554K -$1.22M -48,943 -69%
DLG
506
Daniel L. Goodwin
$550K – – –
TYCC
507
Texas Yale Capital Corp
Florida
$547K -$187K -7,470 -25%
CCT
508
Country Club Trust
Missouri
$541K – – –
HVIA
509
Hudson Valley Investment Advisors
New York
$539K +$151K +6,025 +39%
TH
510
TCTC Holdings
Texas
$538K – – –
GCA
511
Greenwood Capital Associates
South Carolina
$538K +$538K +21,492 New
PRCM
512
Pine River Capital Management
Minnesota
$538K +$538K +21,500 New
DG
513
Davidson & Garrard
Virginia
$534K -$266K -10,625 -33%
DAM
514
Deimos Asset Management
New York
$532K -$162K -6,484 -23%
IMAS
515
ID Management A/S
Denmark
$524K – – –
TSWM
516
Triangle Securities Wealth Management
North Carolina
$522K +$12.9K +515 +3%
GLA
517
Great Lakes Advisors
Illinois
$514K -$256K -10,221 -33%
AAM
518
Advisors Asset Management
Colorado
$510K -$1.13K -45 -0.2%
CB
519
Commerce Bank
Missouri
$508K -$16.6K -663 -3%
OIM
520
Orca Investment Management
Oregon
$508K – – –
SEC
521
Seven Eight Capital
New York
$505K -$97.5K -3,900 -16%
NAMA
522
Nikko Asset Management Americas
New York
$501K +$268K +10,700 +115%
DPIM
523
Duff & Phelps Investment Management
Illinois
$499K -$126K -5,040 -20%
BA
524
Birinyi Associates
Connecticut
$488K -$100K -4,000 -17%
CIC
525
Cornercap Investment Counsel
Georgia
$471K +$471K +18,815 New
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21
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