MS icon

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 %
SRC
601
Shufro Rose & Co
New York
$276K -$48.1K -1,500 -15%
WT
602
Washington Trust
Rhode Island
$269K -$17.5K -545 -6%
RMDI
603
R.M. Davis Inc
Maine
$265K – – –
TU
604
TDAM USA
Ontario, Canada
$262K -$109K -3,395 -29%
TCIM
605
TIAA CREF Investment Management
New York
$261K +$90.2K +2,812,047 +53%
DG
606
Davidson & Garrard
Virginia
$260K -$441K -13,741 -63%
BB
607
Bell Bank
North Dakota
$257K -$17K -530 -6%
PNC
608
Park National Corp
Ohio
$256K -$333K -10,438 -57%
PL
609
Perpetual Ltd
Australia
$256K -$250K -7,800 -49%
TCM
610
Twin Capital Management
Pennsylvania
$256K +$256K +8,000 New
CTC
611
Central Trust Company
Missouri
$253K +$49.5K +1,545 +24%
NAMA
612
Nikko Asset Management Americas
New York
$240K -$400K -12,500 -63%
GWM
613
Geneos Wealth Management
Colorado
$239K -$15.9K -499 -6%
SF
614
Synovus Financial
Georgia
$239K +$64.9K +2,019 +37%
WSFS
615
Wilmington Savings Fund Society
Delaware
$238K -$64.2K -2,000 -21%
FMBTD
616
First Midwest Bank Trust Division
Illinois
$238K +$238K +7,417 New
TSS
617
Two Sigma Securities
New York
$236K -$613K -19,137 -72%
KPCM
618
Kings Point Capital Management
New York
$236K -$210K -6,550 -47%
CIA
619
Capital Investment Advisors
Georgia
$235K +$235K +7,335 New
FA
620
FDx Advisors
Illinois
$234K +$234K +7,284 New
TIA
621
Tiemann Investment Advisors
California
$230K +$230K +7,175 New
SCM
622
SOL Capital Management
Maryland
$229K +$229K +7,140 New
AAM
623
American Asset Management
Florida
$226K +$226K +7,050 New
CG
624
Caprock Group
Idaho
$220K +$220K +6,865 New
RC
625
Reik & Co
New York
$219K +$219K +6,833 New
23 24
25
26 27