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Morgan Stanley
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Overview Fund Activity

764 hedge funds and large institutions have $38.9B invested in Morgan Stanley in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 273 reducing their positions, and 110 closing their positions.

Holders
764
Holders Change
-50
Holders Change %
-6.14%
% of All Funds
20.39%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.37%
New
71
Increased
326
Reduced
273
Closed
110
Calls
$583M
Puts
$1.1B
Net Calls
-$522M
Net Calls Change
+$412M

Top Buyers

1
State Street
1
State Street
Massachusetts
$3.96B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.56B
3
Franklin Resources
3
Franklin Resources
California
$682M
4
Goldman Sachs
4
Goldman Sachs
New York
$242M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.77B

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$120M
2
Capital World Investors
2
Capital World Investors
California
$42.7M
3
EIP
3
Epoch Investment Partners
New York
$0
4
DCM
4
Discovery Capital Management
Connecticut
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$577M
Name Market Value Shares Shares
Change 		Shares
Change %
LSV Asset Management
51
LSV Asset Management
Illinois
$93.9M 3,753,920 +8,200 +0.2%
O
52
OppenheimerFunds
New York
$90.2M 3,607,981 -470,772 -12%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$88.6M 3,541,010 -149,400 -4%
VFA
54
Virtus Fund Advisers
Connecticut
$86.2M 3,446,558 -83,062 -2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$83.8M 3,348,790 +417,584 +14%
FI
56
Focused Investors
California
$80.3M 3,211,300 +741,400 +30%
Massachusetts Financial Services
57
Massachusetts Financial Services
Massachusetts
$79.6M 3,180,988 -167,829 -5%
Ninety One (UK)
58
Ninety One (UK)
United Kingdom
$75.5M 3,018,153 -164,905 -5%
BlackRock
59
BlackRock
New York
$74.5M 2,978,880 -655,042 -18%
Bessemer Group
60
Bessemer Group
New Jersey
$73.3M 2,929,152 +73,422 +3%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$72.9M 2,913,398 +33,180 +1%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$72.8M 2,908,820 +38,981 +1%
WRF
63
Waddell & Reed Financial
Kansas
$72.2M 2,888,698 +575,017 +25%
EVM
64
Eaton Vance Management
Massachusetts
$62.8M 2,509,275 -108,141 -4%
MTB
65
Mizuho Trust & Banking
Japan
$61.4M 2,453,471 +131,502 +6%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$60.4M 2,415,691 -217,718 -8%
PPA
67
Parametric Portfolio Associates
Washington
$59.9M 2,395,365 +506,104 +27%
CC
68
Carlson Capital
Texas
$56.3M 2,250,000 -1,322,296 -37%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$55.5M 2,212,354 +1,564,000 +241%
AII
70
AGF Investments Inc
Ontario, Canada
$54.6M 2,182,987 +137,605 +7%
FAM
71
Fred Alger Management
New York
$54.5M 2,180,051 -968,112 -31%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$54.1M 2,163,255 +95,413 +5%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$53.3M 2,129,910 +15,530 +0.7%
Principal Financial Group
74
Principal Financial Group
Iowa
$51.5M 2,059,531 +88,248 +4%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$51.5M 2,058,300 -1,860,300 -47%
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