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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 %
CCA
601
Checchi Capital Advisers
California
$564K +$65.2K +1,541 +13%
DSC
602
Duncker Streett & Co
Missouri
$561K – – –
RJT
603
Raymond James Trust
Florida
$538K -$29.9K -708 -5%
MMPW
604
Mitchell McLeod Pugh & Williams
Alabama
$534K – – –
TA
605
Tiedemann Advisors
New York
$532K – – –
SIC
606
Salem Investment Counselors
North Carolina
$522K +$377K +8,933 +260%
FNFDCM
607
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$515K – – –
CTC
608
Central Trust Company
Missouri
$513K +$180K +4,248 +54%
OIA
609
Optimum Investment Advisors
Illinois
$510K +$42 +1 +0%
CAN
610
Cetera Advisor Networks
California
$505K -$393K -9,333 -44%
KT
611
Kanaly Trust
Texas
$504K +$471K +11,167 +1,447%
GHCM
612
Glen Harbor Capital Management
California
$504K +$504K +11,936 New
BFEC
613
Benjamin F. Edwards & Company
Missouri
$502K – – –
Mirae Asset Global Investments
614
Mirae Asset Global Investments
South Korea
$490K -$766K -18,164 -61%
QSS
615
Quantitative Systematic Strategies
Florida
$488K +$488K +11,578 New
SM
616
Sciencast Management
New Jersey
$474K +$474K +11,230 New
MGIA
617
Moneta Group Investment Advisors
Missouri
$467K +$1.56K +37 +0.3%
LWM
618
Lyell Wealth Management
California
$467K +$467K +11,045 New
BRF
619
B. Riley Financial
California
$465K +$465K +11,000 New
TSS
620
Two Sigma Securities
New York
$464K +$153K +3,610 +49%
Verition Fund Management
621
Verition Fund Management
Connecticut
$462K -$190K -4,502 -29%
TSWM
622
Triangle Securities Wealth Management
North Carolina
$461K -$54.3K -1,285 -11%
SI
623
Stephens Inc
Arkansas
$461K -$33.9K -803 -7%
FDS
624
First Dallas Securities
Texas
$454K -$286K -6,775 -39%
EWM
625
Edge Wealth Management
New York
$447K -$4.15M -139,861 -90%
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