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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 %
BBI
551
Baxter Bros Inc
Connecticut
$430K -$305K -9,500 -41%
ARMT
552
Amica Retiree Medical Trust
Rhode Island
$429K – – –
DSC
553
Duncker Streett & Co
Missouri
$426K – – –
NFA
554
Nuveen Fund Advisors
Illinois
$426K +$42.8K +1,336 +11%
TA
555
Tiedemann Advisors
New York
$420K +$420K +12,581 New
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$419K -$54.7K -1,704 -12%
SAM
557
Silvercrest Asset Management
New York
$417K +$23K +718 +6%
WOC
558
West Oak Capital
California
$407K – – –
MMPW
559
Mitchell McLeod Pugh & Williams
Alabama
$405K – – –
TP
560
Truvvo Partners
New York
$401K – – –
IA
561
IFP Advisors
Florida
$393K -$15.4K -479 -4%
TSWM
562
Triangle Securities Wealth Management
North Carolina
$391K -$39.6K -1,235 -9%
VIA
563
Virtus Investment Advisers
Connecticut
$388K +$388K +12,099 New
WG
564
Winton Group
United Kingdom
$387K -$2.13M -66,463 -85%
OIA
565
Optimum Investment Advisors
Illinois
$387K +$11.1K +346 +3%
PCMM
566
Private Capital Management (Minnesota)
Minnesota
$385K -$167K -5,200 -30%
MFW
567
Mosaic Family Wealth
Missouri
$385K -$19.1K -597 -5%
BCM
568
Bluefin Capital Management
New York
$383K +$54.4K +1,695 +17%
AIMCA
569
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$382K +$382K +11,900 New
BFEC
570
Benjamin F. Edwards & Company
Missouri
$381K +$381K +11,886 New
CCA
571
Checchi Capital Advisers
California
$378K -$30.1K -941 -7%
SI
572
Stephens Inc
Arkansas
$376K +$76.2K +2,375 +25%
MFS
573
MSI Financial Services
Massachusetts
$371K -$102K -3,194 -22%
GC
574
Guardian Capital
Ontario, Canada
$358K +$358K +11,155 New
Jones Financial Companies
575
Jones Financial Companies
Missouri
$357K -$19.7K -615 -5%
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