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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 %
TH
626
Timber Hill
Connecticut
$429K +$429K +10,155 New
CIA
627
Capital Investment Advisors
Georgia
$428K +$118K +2,800 +38%
GC
628
Guardian Capital
Ontario, Canada
$425K -$46.6K -1,103 -10%
IP
629
Intellectus Partners
California
$423K +$423K +10,000 New
ZCA
630
Zeke Capital Advisors
Pennsylvania
$418K +$418K +9,903 New
FSA
631
Franklin Street Advisors
North Carolina
$417K – – –
NFA
632
Nuveen Fund Advisors
Illinois
$416K -$145K -3,441 -26%
WT
633
Whittier Trust
California
$413K – – –
SC
634
Savant Capital
Illinois
$406K -$39.2K -926 -9%
BDF
635
Balasa Dinverno & Foltz
$405K – – –
TU
636
TDAM USA
Ontario, Canada
$403K +$58.3K +1,379 +17%
BFA
637
Beaumont Financial Advisors
Massachusetts
$402K +$21.1K +500 +6%
TCOT
638
Trust Company of Toledo
Ohio
$401K -$4.23K -100 -1%
ICOA
639
Investment Centers of America
North Dakota
$401K +$122K +2,886 +44%
FMWA
640
Forvis Mazars Wealth Advisors
Missouri
$400K +$400K +9,466 New
FCBT
641
First Citizens Bank & Trust
North Carolina
$399K +$399K +9,454 New
SAM
642
Silvercrest Asset Management
New York
$397K -$153K -3,613 -28%
EDRH
643
Edmond de Rothschild Holding
Switzerland
$391K -$24.1K -570 -6%
BRWA
644
B. Riley Wealth Advisors
Florida
$390K +$390K +9,220 New
AI
645
Atria Investments
North Carolina
$388K +$7.22K +171 +2%
RIG
646
Renaissance Investment Group
Massachusetts
$385K – – –
FTI
647
Fiduciary Trust International
Massachusetts
$384K +$16.7K +395 +5%
TCM
648
Tuttle Capital Management
Connecticut
$381K +$163K +3,862 +75%
AL
649
Airain Ltd
Guernsey
$380K +$380K +9,000 New
LC
650
Loews Corp
New York
$376K – – –
24 25
26
27 28