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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 %
RIM
501
Regent Investment Management
Kentucky
$659K +$41.7K +1,300 +7%
BCM
502
Brown Capital Management
Maryland
$655K -$41.5K -1,295 -6%
GAG
503
GM Advisory Group
New York
$646K +$52.8K +1,647 +9%
WPC
504
White Pine Capital
Minnesota
$645K +$14.6K +455 +2%
UAM
505
UAS Asset Management
New York
$641K -$240K -7,500 -27%
OIM
506
Orca Investment Management
Oregon
$638K – – –
SW
507
SVB Wealth
Massachusetts
$633K +$27.8K +867 +5%
D.E. Shaw & Co
508
D.E. Shaw & Co
New York
$624K -$26.1M -814,701 -98%
DPIM
509
Duff & Phelps Investment Management
Illinois
$618K -$9.94K -310 -2%
HAG
510
HighPoint Advisor Group
Illinois
$599K +$20.6K +515 +4%
AP
511
AHL Partners
United Kingdom
$589K +$589K +18,387 New
AAM
512
Advisors Asset Management
Colorado
$581K +$7.5K +234 +1%
IIM
513
Intact Investment Management
Quebec, Canada
$580K -$343K -10,700 -37%
1SB
514
1ST Source Bank
Indiana
$574K -$134K -4,185 -19%
WC
515
Whitnell & Co
Illinois
$574K – – –
MIH
516
Madison Investment Holdings
Wisconsin
$571K – – –
FDS
517
First Dallas Securities
Texas
$562K -$64.1K -2,000 -10%
TCT
518
TIAA CREF Trust
Missouri
$555K +$69.4K +2,166 +14%
FWCM
519
Ferguson Wellman Capital Management
Oregon
$552K -$116K -3,610 -17%
I
520
IberiaBank
Louisiana
$551K -$3.24K -101 -0.6%
PGIM
521
Pacific Global Investment Management
California
$544K +$9.58K +299 +2%
CONA
522
Capital One National Association
New York
$543K +$18.4K +572 +4%
DAM
523
Delta Asset Management
Tennessee
$539K – – –
SKK
524
Shepherd Kaplan Krochuk
Massachusetts
$534K +$534K +16,656 New
BRA
525
Blue Rock Advisors
Minnesota
$531K +$531K +16,557 New
19 20
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