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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
$3.96B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.56B
3
Franklin Resources
Franklin Resources
California
$682M
4
Goldman Sachs
Goldman Sachs
New York
$242M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.77B

Top Sellers

1
TCIM
TIAA CREF Investment Management
New York
$120M
2
Capital World Investors
Capital World Investors
California
$42.7M
3
EIP
Epoch Investment Partners
New York
$0
4
DCM
Discovery Capital Management
Connecticut
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
576
Silvercrest Asset Management
New York
$309K -$1.13M -45,118 -79%
GT
577
Glenmede Trust
Pennsylvania
$309K -$10.7K -432 -3%
GA
578
Geneva Advisors
Illinois
$303K +$303K +12,127 New
BDF
579
Balasa Dinverno & Foltz
$302K -$28.4K -1,134 -9%
WSFS
580
Wilmington Savings Fund Society
Delaware
$302K – – –
RJT
581
Raymond James Trust
Florida
$301K -$113K -4,530 -27%
Balyasny Asset Management
582
Balyasny Asset Management
Illinois
$298K -$6.91M -276,020 -96%
GF
583
Gerstein Fisher
New York
$297K +$67.2K +2,689 +29%
OIA
584
Optimum Investment Advisors
Illinois
$293K -$167K -6,698 -36%
Jones Financial Companies
585
Jones Financial Companies
Missouri
$293K -$27.2K -1,090 -8%
BO
586
Bach Option
Hong Kong
$289K +$289K +11,556 New
CAN
587
Cetera Advisor Networks
California
$288K -$40.1K -1,579 -12%
SWP
588
Stratos Wealth Partners
Ohio
$284K +$284K +11,358 New
HAG
589
HighPoint Advisor Group
Illinois
$276K -$2.16K -78 -0.8%
GAM
590
Gotham Asset Management
New York
$275K -$885K -35,349 -76%
MGIA
591
Moneta Group Investment Advisors
Missouri
$275K +$37.5K +1,500 +16%
ARTA
592
A.R.T. Advisors
New York
$273K +$273K +10,951 New
AIM
593
Anchor Investment Management
South Carolina
$262K +$262K +10,495 New
SCM
594
Sterling Capital Management
North Carolina
$258K -$228K -9,100 -47%
PAM
595
PartnerRe Asset Management
Connecticut
$258K +$2.5K +100 +1%
KWMG
596
King Wealth Management Group
Florida
$255K -$48.2K -1,928 -16%
SIG
597
Schooner Investment Group
Pennsylvania
$255K – – –
SRC
598
Shufro Rose & Co
New York
$253K -$37.6K -1,500 -13%
SC
599
Savant Capital
Illinois
$253K -$19.2K -767 -7%
LCM
600
Laurion Capital Management
New York
$251K -$2.71M -108,600 -92%
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