MS icon

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 %
BCMO
526
Buckingham Capital Management (Ohio)
Ohio
$525K -$87.5K -2,730 -14%
WAM
527
Wealthspire Advisors (Maryland)
Maryland
$521K +$62.3K +1,945 +14%
FNFDCM
528
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$515K – – –
MI
529
Montage Investments
Kansas
$511K – – –
ARTA
530
A.R.T. Advisors
New York
$503K +$503K +15,700 New
NFG
531
Next Financial Group
Texas
$502K +$100K +3,124 +25%
Verition Fund Management
532
Verition Fund Management
Connecticut
$495K +$495K +15,429 New
Acadian Asset Management
533
Acadian Asset Management
Massachusetts
$490K – – –
CCM
534
Cullen Capital Management
New York
$487K – – –
PAG
535
Private Advisor Group
New Jersey
$480K -$940K -29,351 -66%
ECM
536
ETrade Capital Management
Virginia
$479K +$148K +4,616 +45%
GF
537
Gerstein Fisher
New York
$478K +$12.9K +403 +3%
PSUF
538
People's United Financial
Connecticut
$473K -$48.8K -1,522 -9%
ARM
539
Adirondack Research & Management
New York
$465K – – –
CIP
540
Cornerstone Investment Partners
Georgia
$455K -$46.1K -1,438 -9%
CAM
541
Carret Asset Management
New York
$455K +$31.2K +975 +7%
RFC
542
Regions Financial Corp
Alabama
$452K -$22.2K -693 -5%
WAM
543
Wolverine Asset Management
Illinois
$448K -$224K -7,000 -33%
MYLI
544
Meiji Yasuda Life Insurance
Japan
$446K -$1.09M -33,993 -71%
CAM
545
Chesapeake Asset Management
New York
$446K +$446K +13,900 New
EFS
546
Essex Financial Services
Connecticut
$444K +$9.49K +295 +2%
OMCS
547
Old Mutual Customised Solutions
South Africa
$433K -$176K -5,500 -29%
LGC
548
Laurel Grove Capital
California
$433K -$143K -4,450 -25%
SFM
549
Systematic Financial Management
New Jersey
$433K – – –
RJT
550
Raymond James Trust
Florida
$431K -$14.7K -457 -3%
20 21
22
23 24