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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 %
BCM
551
Brown Capital Management
Maryland
$870K +$7.06K +167 +0.8%
HWA
552
HCR Wealth Advisors
California
$867K +$867K +20,518 New
OIM
553
Orca Investment Management
Oregon
$865K +$23.9K +566 +3%
ECM
554
ETrade Capital Management
Virginia
$864K +$232K +5,495 +37%
CWM
555
Concert Wealth Management
California
$858K -$452K -10,776 -35%
GAG
556
GM Advisory Group
New York
$852K – – –
HAI
557
Hennessy Advisors Inc
California
$845K -$84.5K -2,000 -9%
Wealth Enhancement Advisory Services
558
Wealth Enhancement Advisory Services
Minnesota
$838K +$838K +19,838 New
I
559
IberiaBank
Louisiana
$835K +$109K +2,590 +15%
WPC
560
White Pine Capital
Minnesota
$824K -$25.3K -600 -3%
CONA
561
Capital One National Association
New York
$799K +$84.1K +1,990 +12%
SW
562
SVB Wealth
Massachusetts
$797K -$37.7K -893 -5%
CF
563
CenterStar Fund
Illinois
$797K -$92K – –
RCM
564
Riverhead Capital Management
Delaware
$793K -$203K -4,800 -20%
II
565
IFM Investors
Australia
$779K +$779K +18,433 New
DPIM
566
Duff & Phelps Investment Management
Illinois
$778K -$36.4K -860 -4%
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$772K +$84.6K +2,001 +12%
AL
568
AJO LP
Pennsylvania
$769K +$769K +18,194 New
FWCM
569
Ferguson Wellman Capital Management
Oregon
$764K +$36.2K +858 +5%
1SB
570
1ST Source Bank
Indiana
$757K +$633 +15 +0.1%
WC
571
Whitnell & Co
Illinois
$756K – – –
MIH
572
Madison Investment Holdings
Wisconsin
$752K – – –
AAM
573
Advisors Asset Management
Colorado
$750K -$16K -379 -2%
SSG
574
Summit Securities Group
New York
$735K +$735K +17,400 New
QT
575
Quantbot Technologies
New York
$729K +$729K +17,266 New
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