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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 %
TCT
576
TIAA CREF Trust
Missouri
$725K -$7.23K -171 -1%
DAM
577
Delta Asset Management
Tennessee
$708K -$2.7K -64 -0.4%
TAM
578
Tyers Asset Management
Texas
$693K +$693K +16,412 New
PGIM
579
Pacific Global Investment Management
California
$672K -$45.1K -1,067 -6%
BCMO
580
Buckingham Capital Management (Ohio)
Ohio
$669K -$23K -545 -3%
BC
581
Banced Corp
Illinois
$663K -$270K -6,398 -29%
IA
582
IFP Advisors
Florida
$645K +$127K +3,012 +25%
CCM
583
Cullen Capital Management
New York
$642K – – –
SWP
584
Stratos Wealth Partners
Ohio
$641K +$261K +6,178 +69%
NFG
585
Next Financial Group
Texas
$633K -$28.9K -685 -4%
HAG
586
HighPoint Advisor Group
Illinois
$627K -$74.7K -1,595 -11%
QC
587
Quadrature Capital
United Kingdom
$621K +$352K +8,330 +131%
CIP
588
Cornerstone Investment Partners
Georgia
$599K -$1.1K -26 -0.2%
WOC
589
West Oak Capital
California
$598K +$62.3K +1,475 +12%
EFS
590
Essex Financial Services
Connecticut
$598K +$15.1K +357 +3%
Twin Tree Management
591
Twin Tree Management
Texas
$597K +$597K +14,137 New
KWMG
592
King Wealth Management Group
Florida
$590K +$159K +3,771 +37%
CAM
593
Carret Asset Management
New York
$589K -$10.6K -250 -2%
WI
594
WBI Investments
New Jersey
$579K -$2.06M -48,694 -78%
ARM
595
Adirondack Research & Management
New York
$579K -$33.8K -800 -6%
CIBC Private Wealth Group
596
CIBC Private Wealth Group
Georgia
$577K +$24.7K +584 +4%
LGC
597
Laurel Grove Capital
California
$570K – – –
BBI
598
Baxter Bros Inc
Connecticut
$570K +$4.22K +100 +0.7%
ARMT
599
Amica Retiree Medical Trust
Rhode Island
$565K – – –
MFS
600
MSI Financial Services
Massachusetts
$565K +$76K +1,800 +16%
22 23
24
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