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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 %
Two Sigma Advisers
501
Two Sigma Advisers
New York
$1.27M -$1.4M -33,236 -53%
HVIA
502
Hudson Valley Investment Advisors
New York
$1.27M +$320K +7,567 +34%
MYLI
503
Meiji Yasuda Life Insurance
Japan
$1.25M +$667K +15,770 +113%
CC
504
Courier Capital
New York
$1.23M +$161K +3,821 +15%
BAC
505
Boys Arnold & Co
North Carolina
$1.22M -$153K -3,620 -11%
BSPF
506
British Steel Pension Fund
United Kingdom
$1.2M – – –
ECM
507
Everence Capital Management
Indiana
$1.2M +$65.9K +1,560 +6%
SSA
508
Schonfeld Strategic Advisors
New York
$1.17M +$1.17M +27,790 New
GAM
509
Gotham Asset Management
New York
$1.16M -$34.4K -815 -3%
TMAM
510
Tokio Marine Asset Management
Japan
$1.16M -$498K -11,785 -30%
LFAS
511
Level Four Advisory Services
Texas
$1.15M +$1.15M +27,116 New
OMCS
512
Old Mutual Customised Solutions
South Africa
$1.14M +$571K +13,500 +100%
LMAM
513
Legg Mason Asset Management
Japan
$1.13M +$1.13M +26,800 New
CPIM
514
Columbia Partners Investment Management
Virginia
$1.13M +$1.13M +26,778 New
SEC
515
Seven Eight Capital
New York
$1.13M +$1.13M +26,701 New
LA
516
Linden Advisors
New York
$1.13M +$1.13M +26,684 New
Janney Montgomery Scott
517
Janney Montgomery Scott
Pennsylvania
$1.12M -$204K -4,835 -15%
KFC
518
Klingenstein Fields & Co
New York
$1.11M +$1.11M +26,234 New
FNT
519
First National Trust
Pennsylvania
$1.1M -$196K -4,634 -15%
GCA
520
Gideon Capital Advisors
New York
$1.1M +$1.1M +25,949 New
2L
521
22NW LP
Washington
$1.09M +$1.09M +25,900 New
DI
522
Diligent Investors
California
$1.09M -$108K -2,549 -9%
SM
523
Salzhauer Michael
$1.09M – – –
PAG
524
Private Advisor Group
New Jersey
$1.09M +$431K +9,871 +66%
LG
525
Leuthold Group
Minnesota
$1.09M +$1.09M +25,682 New
19 20
21
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