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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
$429M
2
NI
Numeric Investors
Massachusetts
$136M
3
VH
ValueAct Holdings
California
$1.34B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$883M
5
APG Asset Management
APG Asset Management
Netherlands
$94.8M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$130M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.65B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.65B
4
CGI
CI Global Investments
California
$33.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
651
Asset Dedication LLC
California
$177K – – –
TCM
652
Tuttle Capital Management
Connecticut
$165K +$165K +5,177 New
SC
653
SRB Corp
Massachusetts
$161K -$8.06K -252 -5%
LNB
654
Ledyard National Bank
$160K -$6.66K -208 -4%
RA
655
Rational Advisors
New York
$154K +$154K +4,805 New
SLF
656
Sun Life Financial
Ontario, Canada
$151K -$221K -6,879 -59%
TCOV
657
Trust Company of Vermont
Vermont
$147K +$29K +907 +25%
SIG
658
Schooner Investment Group
Pennsylvania
$144K -$96K -3,000 -40%
EWM
659
Evercore Wealth Management
New York
$142K -$78.5K -2,464 -36%
First Manhattan
660
First Manhattan
New York
$137K +$3.19K +100 +2%
FNBT
661
FineMark National Bank & Trust
Florida
$135K -$4.08K -127 -3%
MA
662
MCF Advisors
Kentucky
$134K +$834 +26 +0.6%
S
663
SignatureFD
Georgia
$129K +$23.2K +723 +22%
JFA
664
JNBA Financial Advisors
Minnesota
$129K +$129K +4,020 New
SAMC
665
Shinko Asset Management Company
Japan
$122K – – –
LCS
666
Levin Capital Strategies
New York
$116K -$8.96K -279,438 -7%
PFBT
667
Parkside Financial Bank & Trust
Missouri
$110K +$6.63K +207 +6%
ATC
668
Adirondack Trust Company
New York
$99K +$28.9K +900 +41%
CB
669
Community Bank
New York
$98K – – –
ECM
670
Estabrook Capital Management
New York
$93.1K – – –
CF
671
CenterStar Fund
Illinois
$92K -$249K – –
HCM
672
Highlander Capital Management
New Jersey
$88K – – –
FHA
673
First Horizon Advisors
Tennessee
$79K – – –
3C
674
361 Capital
Colorado
$78K +$78K +2,428 New
IWM
675
Integrated Wealth Management
California
$75K -$5.03K -157 -6%
25 26
27
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