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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 %
BFM
626
Boothbay Fund Management
New York
$218K -$41.2K -1,286 -16%
AIM
627
Anchor Investment Management
South Carolina
$218K -$10.4K -325 -5%
WS
628
Wedbush Securities
California
$217K +$217K +6,759 New
SFG
629
SevenBridge Financial Group
Pennsylvania
$215K -$77.2K -2,432 -26%
AIM
630
Acrospire Investment Management
Illinois
$215K +$16K +500 +8%
HPC
631
HM Payson & Co
Maine
$215K +$215K +6,708 New
BP
632
Ballentine Partners
Massachusetts
$215K +$215K +6,723 New
CAW
633
Cornerstone Advisors (Washington)
Washington
$214K +$193K +6,039 +935%
FMLI
634
Fukoku Mutual Life Insurance
Japan
$212K – – –
ICOA
635
Investment Centers of America
North Dakota
$212K +$212K +6,605 New
CBOR
636
Community Bank of Raymore
Missouri
$210K +$210K +6,540 New
MC
637
Muhlenkamp & Co
Pennsylvania
$209K +$209K +6,505 New
AssetMark Inc
638
AssetMark Inc
California
$207K +$36.1K +1,125 +21%
BBA
639
BLB&B Advisors
Pennsylvania
$207K +$207K +6,461 New
PBO
640
Peoples Bank (Ohio)
Ohio
$206K +$206K +6,413 New
CL
641
Choreo LLC
Illinois
$206K +$206K +6,423 New
DCM
642
Dynamic Capital Management
Jersey
$205K +$205K +6,400 New
QC
643
Quadrature Capital
United Kingdom
$204K -$1.68M -52,530 -89%
DWT
644
Dorsey & Whitney Trust
South Dakota
$203K +$203K +6,328 New
Dodge & Cox
645
Dodge & Cox
California
$202K +$202K +6,300 New
CNAM
646
Campbell Newman Asset Management
Wisconsin
$200K +$200K +6,244 New
CFG
647
Citizens Financial Group
Rhode Island
$188K – – –
BAM
648
Brave Asset Management
New Jersey
$183K -$22.5K -700 -11%
GXMC
649
Global X Management Company
New York
$182K +$143K +4,454 +366%
GLI
650
Guardian Life Insurance
New York
$181K -$2.5K -78 -1%
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