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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 %
PCM
526
Princeton Capital Management
New Jersey
$1.08M -$341K -8,083 -24%
NA
527
Neuburgh Advisers
California
$1.07M +$1.07M +25,364 New
HCM
528
Hodges Capital Management
Texas
$1.06M -$196K -4,650 -16%
RCP
529
Rothschild Capital Partners
New York
$1.06M +$1.06M +25,000 New
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$1.05M +$3.85K +91 +0.4%
ACP
531
Arcus Capital Partners
Georgia
$1.05M – – –
LPL Financial
532
LPL Financial
California
$1.05M -$10.1K -234 -1%
NBC
533
Neuberger Berman Canada
Ontario, Canada
$1.02M -$282K -6,684 -22%
RIM
534
Rampart Investment Management
Connecticut
$1.02M -$3.34K -79 -0.3%
IPC
535
Independent Portfolio Consultants
Florida
$1.01M -$25.8K -610 -2%
FB
536
Fulton Bank
Pennsylvania
$1.01M -$40.7K -963 -4%
RSS
537
Rosenblum Silverman Sutton
California
$1M +$12.7K +300 +1%
BOH
538
Bank of Hawaii
Hawaii
$996K -$251K -5,929 -20%
LOAME
539
Lombard Odier Asset Management (Europe)
United Kingdom
$978K – – –
EI
540
Elkhorn Investments
Illinois
$956K +$956K +22,619 New
RFC
541
Regions Financial Corp
Alabama
$953K +$358K +8,464 +60%
NERM
542
New England Research & Management
Illinois
$936K -$129K -3,050 -12%
CAM
543
Cacti Asset Management
Georgia
$930K – – –
DLG
544
Daniel L. Goodwin
$930K – – –
TYCC
545
Texas Yale Capital Corp
Florida
$924K – – –
TBA
546
Train Babcock Advisors
New York
$916K +$30.6K +725 +3%
FCM
547
Flinton Capital Management
Pennsylvania
$883K +$883K +20,888 New
GS
548
GAM Systematic
United Kingdom
$881K +$881K +20,855 New
TH
549
TCTC Holdings
Texas
$878K -$30.6K -725 -3%
RIM
550
Regent Investment Management
Kentucky
$877K +$8.45K +200 +1%
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