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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 %
HPC
676
HM Payson & Co
Maine
$310K +$26.7K +633 +9%
BP
677
Ballentine Partners
Massachusetts
$306K +$26.3K +633 +9%
WIC
678
Woodmont Investment Counsel
Tennessee
$306K +$306K +7,234 New
GXMC
679
Global X Management Company
New York
$305K +$65.4K +1,547 +27%
FTIOP
680
Fiduciary Trust International of Pennsylvania
Pennsylvania
$303K +$303K +7,182 New
GWM
681
Geneos Wealth Management
Colorado
$302K -$13.9K -329 -4%
SCM
682
SOL Capital Management
Maryland
$302K – – –
AAM
683
American Asset Management
Florida
$298K – – –
LC
684
Lourd Capital
California
$294K +$294K +6,951 New
AIM
685
Anchor Investment Management
South Carolina
$287K – – –
MFW
686
Mosaic Family Wealth
Missouri
$284K -$224K -5,299 -44%
CAW
687
Cornerstone Advisors (Washington)
Washington
$282K – – –
FMLI
688
Fukoku Mutual Life Insurance
Japan
$279K – – –
CBOR
689
Community Bank of Raymore
Missouri
$276K – – –
PNC
690
Park National Corp
Ohio
$275K -$64.5K -1,522 -19%
MC
691
Muhlenkamp & Co
Pennsylvania
$275K – – –
WIS
692
Wright Investors Service
Connecticut
$274K +$274K +6,480 New
BBA
693
BLB&B Advisors
Pennsylvania
$273K – – –
DWT
694
Dorsey & Whitney Trust
South Dakota
$268K – – –
PBO
695
Peoples Bank (Ohio)
Ohio
$267K -$4.23K -100 -2%
RC
696
Reik & Co
New York
$263K -$25.3K -600 -9%
NPF
697
Norris Perne & French
Michigan
$259K +$259K +6,128 New
TI
698
Turner Investments
Pennsylvania
$259K +$259K +6,140 New
CIC
699
Crawford Investment Counsel
Georgia
$255K +$255K +6,037 New
JGIA
700
Jackson Grant Investment Advisers
Connecticut
$254K +$254K +6,000 New
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