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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 %
VNA
701
Valley National Advisers
Pennsylvania
$32K – – –
GBT
702
Grove Bank & Trust
Florida
$32K +$32K +1,000 New
PG
703
Patten Group
Tennessee
$31.7K -$43.9K -1,385 -58%
CCM
704
Cribstone Capital Management
Maine
$31K – – –
HR
705
Howe & Rusling
New York
$31K +$19.4K +606 +166%
BC
706
Barnett & Company
Tennessee
$30K – – –
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$6.39K +202 +27%
VIA
708
Vantage Investment Advisors
Pennsylvania
$29K -$1.38M -42,925 -98%
BWA
709
Burt Wealth Advisors
Maryland
$28K – – –
MRCM
710
M&R Capital Management
New Jersey
$27K – – –
FIB
711
First Interstate Bank
Montana
$27K +$6.43K +203 +31%
VOYA Investment Management
712
VOYA Investment Management
Georgia
$26.1K -$2.29K -71,513 -8%
HPBT
713
High Point Bank & Trust
North Carolina
$26K – – –
PCC
714
Park Circle Company
Maryland
$26K – – –
FANJ
715
Financial Architects (New Jersey)
New Jersey
$26K +$1.6K +49 +7%
NSIM
716
North Star Investment Management
Illinois
$25K – – –
OC
717
Oakworth Capital
Alabama
$25K – – –
KT
718
Kanaly Trust
Texas
$25K +$5.93K +183 +31%
CGT
719
Capital Guardian Trust
California
$24K – – –
FPB
720
First PREMIER Bank
South Dakota
$24K – – –
CHP
721
Cable Hill Partners
Oregon
$24K – – –
BC
722
Bartlett & Co
Ohio
$23K – – –
BL
723
Balentine LLC
Georgia
$23K +$127 +4 +0.6%
GAM
724
Gemmer Asset Management
California
$22K -$32 -1 -0.1%
KTC
725
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
27 28
29
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