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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 %
GLRA
651
Gerald L. Ray & Associates
Texas
$372K – – –
WS
652
Wedbush Securities
California
$369K +$83.1K +1,966 +29%
PMG
653
ProVise Management Group
Florida
$368K -$43.9K -1,038 -11%
P
654
Pitcairn
Pennsylvania
$368K -$10.3K -245 -3%
VI
655
Versor Investments
New York
$368K +$368K +8,700 New
LDB
656
Lee, Danner & Bass
Tennessee
$366K – – –
RA
657
Rational Advisors
New York
$364K +$153K +3,489 +73%
MBI
658
Montrusco Bolton Investments
Quebec, Canada
$358K +$358K +8,464 New
WT
659
Washington Trust
Rhode Island
$354K – – –
WBG
660
Wharton Business Group
Pennsylvania
$352K -$705K -16,669 -67%
AC
661
Abbrea Capital
California
$350K +$350K +8,281 New
HIM
662
Hillsdale Investment Management
Ontario, Canada
$346K +$346K +8,200 New
GW
663
GW & Wade
Massachusetts
$339K -$52.2K -1,235 -13%
BB
664
Bell Bank
North Dakota
$339K – – –
TG
665
TLP Group
Illinois
$334K -$106K -2,500 -24%
JIP
666
Jaffetilchin Investment Partners
Florida
$334K +$334K +7,912 New
EA
667
Edge Advisors
Georgia
$330K +$330K +7,846 New
Jones Financial Companies
668
Jones Financial Companies
Missouri
$328K -$142K -3,367 -30%
AssetMark Inc
669
AssetMark Inc
California
$319K +$46.8K +1,109 +17%
WSFS
670
Wilmington Savings Fund Society
Delaware
$318K +$4.44K +105 +1%
NAMA
671
Nikko Asset Management Americas
New York
$317K – – –
VNA
672
Valley National Advisers
Pennsylvania
$316K +$274K +6,491 +654%
CIAN
673
Capstone Investment Advisors (Netherlands)
New York
$314K +$314K +7,438 New
SF
674
Synovus Financial
Georgia
$313K +$210 +5 +0.1%
KPCM
675
Kings Point Capital Management
New York
$311K – – –
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