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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 %
TCT
526
TIAA CREF Trust
Missouri
$470K -$46.1K -1,845 -9%
GAG
527
GM Advisory Group
New York
$463K -$32.9K -1,317 -7%
BF
528
BOK Financial
Oklahoma
$460K +$293K +11,723 +175%
RIM
529
Regent Investment Management
Kentucky
$456K +$110K +4,400 +32%
FNFDCM
530
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$449K +$41.3K +1,650 +10%
WC
531
Whitnell & Co
Illinois
$448K – – –
YIA
532
YHB Investment Advisors
Connecticut
$447K -$1.29M -51,725 -74%
WP
533
WMS Partners
Maryland
$445K +$48K +1,920 +12%
PCMM
534
Private Capital Management (Minnesota)
Minnesota
$430K +$67.5K +2,700 +19%
CONA
535
Capital One National Association
New York
$428K +$107K +4,258 +33%
PNC
536
Park National Corp
Ohio
$425K +$877 +35 +0.2%
DAM
537
Delta Asset Management
Tennessee
$421K -$17.8K -710 -4%
PGIM
538
Pacific Global Investment Management
California
$419K -$22K -880 -5%
PSUF
539
People's United Financial
Connecticut
$414K -$160K -6,409 -28%
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
$410K -$115K -4,605 -22%
MYAM
541
Meiji Yasuda Asset Management
Japan
$404K -$105K -4,210 -21%
ECM
542
Everence Capital Management
Indiana
$395K – – –
PAI
543
Pittenger & Anderson Inc
Nebraska
$390K -$476K -19,040 -55%
KPCM
544
Kings Point Capital Management
New York
$386K – – –
HMC
545
Harvard Management Company
Massachusetts
$385K -$1.67M -66,620 -81%
WAM
546
Wealthspire Advisors (Maryland)
Maryland
$385K +$951 +38 +0.2%
CIP
547
Cornerstone Investment Partners
Georgia
$385K +$17.9K +715 +5%
CCM
548
Cullen Capital Management
New York
$380K – – –
DI
549
Diligent Investors
California
$374K +$52.6K +2,100 +16%
RFC
550
Regions Financial Corp
Alabama
$370K +$10.2K +409 +3%
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