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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 %
TCOV
701
Trust Company of Vermont
Vermont
$251K +$57.3K +1,361 +30%
AIU
702
Algebris Investments (UK)
United Kingdom
$251K +$251K +5,939 New
Baird Financial Group
703
Baird Financial Group
Wisconsin
$251K +$251K +5,940 New
EM
704
Excalibur Management
Massachusetts
$251K +$251K +5,950 New
TCM
705
Teza Capital Management
Illinois
$250K +$250K +5,914 New
CFG
706
Citizens Financial Group
Rhode Island
$248K – – –
GT
707
Greenleaf Trust
Michigan
$247K +$247K +5,848 New
DG
708
Davidson & Garrard
Virginia
$245K -$97.1K -2,300 -28%
AFP
709
Ausdal Financial Partners
Iowa
$245K +$245K +5,809 New
DCM
710
Decatur Capital Management
Georgia
$244K +$244K +5,775 New
BAM
711
Brave Asset Management
New Jersey
$241K – – –
HB
712
Homrich & Berg
Georgia
$239K +$239K +5,657 New
SRC
713
Shufro Rose & Co
New York
$237K -$127K -3,000 -35%
PTC
714
Petrus Trust Company
Texas
$235K +$235K +5,567 New
III
715
Independent Investors Inc
New York
$234K +$234K +5,550 New
GLI
716
Guardian Life Insurance
New York
$233K -$5.27K -125 -2%
AIM
717
Acrospire Investment Management
Illinois
$232K -$50.6K -1,200 -18%
Dodge & Cox
718
Dodge & Cox
California
$232K -$33.7K -800 -13%
ADL
719
Asset Dedication LLC
California
$232K – – –
YWP
720
YorkBridge Wealth Partners
New York
$231K +$231K +5,615 New
FFBTD
721
First Financial Bank - Trust Division
Ohio
$229K +$229K +5,424 New
CHA
722
Cedar Hill Associates
Illinois
$228K +$228K +5,388 New
AP
723
Appleton Partners
Massachusetts
$228K +$228K +5,407 New
NSB
724
Norway Savings Bank
Maine
$227K +$227K +5,375 New
AB
725
AT Bancorp
Iowa
$224K -$1.67M -39,513 -88%
27 28
29
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