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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 %
MGIA
576
Moneta Group Investment Advisors
Missouri
$353K – – –
ED
577
Exane Derivatives
France
$339K -$1.97M -61,585 -85%
SC
578
Savant Capital
Illinois
$337K +$4.8K +150 +1%
TG
579
TLP Group
Illinois
$333K -$144K -4,500 -30%
KWMG
580
King Wealth Management Group
Florida
$327K – – –
FSA
581
Franklin Street Advisors
North Carolina
$317K +$317K +9,881 New
IH
582
IFC Holdings
Florida
$316K +$10.5K +325 +3%
EDRH
583
Edmond de Rothschild Holding
Switzerland
$315K +$5.46K +170 +2%
WT
584
Whittier Trust
California
$313K – – –
PMG
585
ProVise Management Group
Florida
$313K +$313K +9,749 New
BDF
586
Balasa Dinverno & Foltz
$308K -$76K -2,369 -20%
TCOT
587
Trust Company of Toledo
Ohio
$307K – – –
GW
588
GW & Wade
Massachusetts
$297K +$64 +2 +0%
EDRPMB
589
Edmond de Rothschild Private Merchant Banking
United Kingdom
$296K – – –
PL
590
Parkwood LLC
Ohio
$294K +$294K +9,155 New
RIG
591
Renaissance Investment Group
Massachusetts
$292K -$9.61K -300 -3%
EGA
592
E&G Advisors
Texas
$289K – – –
BFA
593
Beaumont Financial Advisors
Massachusetts
$289K – – –
AI
594
Atria Investments
North Carolina
$289K +$289K +9,017 New
P
595
Pitcairn
Pennsylvania
$288K -$3.47K -108 -1%
SWP
596
Stratos Wealth Partners
Ohio
$288K +$36.5K +1,138 +15%
LC
597
Loews Corp
New York
$285K – – –
GLRA
598
Gerald L. Ray & Associates
Texas
$283K – – –
FTI
599
Fiduciary Trust International
Massachusetts
$279K – – –
LDB
600
Lee, Danner & Bass
Tennessee
$278K – – –
22 23
24
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