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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
1
Fidelity Investments
Massachusetts
$1.67B
2
State Street
2
State Street
Massachusetts
$6.88B
3
WRF
3
Waddell & Reed Financial
Kansas
$282M
4
APG Asset Management
4
APG Asset Management
Netherlands
$277M
5
BA
5
BlackRock Advisors
Delaware
$691M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.14B
2
Franklin Resources
2
Franklin Resources
California
$293M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.56B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$163M +$51.1M +1,209,592 +46%
Jennison Associates
52
Jennison Associates
New York
$163M -$8.58M -202,964 -5%
Millennium Management
53
Millennium Management
New York
$160M +$132M +3,134,022 +483%
CGM
54
Capital Growth Management
Massachusetts
$159M -$8.45M -200,000 -5%
AllianceBernstein
55
AllianceBernstein
Tennessee
$156M -$909K -21,520 -0.6%
AQR Capital Management
56
AQR Capital Management
Connecticut
$154M +$53M +1,253,856 +52%
Deutsche Bank
57
Deutsche Bank
Germany
$154M -$47.4M -1,122,094 -24%
Prudential Financial
58
Prudential Financial
New Jersey
$152M -$25.8M -611,830 -15%
CS
59
Credit Suisse
Switzerland
$148M +$1.89M +44,753 +1%
LCS
60
Levin Capital Strategies
New York
$148M -$5.01M -118,484 -3%
BlackRock
61
BlackRock
New York
$147M +$5.74M +135,929 +4%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$147M +$122M +2,879,062 +488%
FI
63
Focused Investors
California
$142M -$2.85M -67,400 -2%
FAM
64
Fred Alger Management
New York
$137M -$52M -1,229,805 -27%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$137M -$4.78M -113,200 -3%
EPCM
66
Eton Park Capital Management
New York
$132M +$132M +3,125,000 New
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$129M -$3.32M -78,500 -2%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$125M -$7.77M -183,839 -6%
EC
69
Eminence Capital
New York
$123M -$4.96M -117,375 -4%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$122M -$4.68M -110,747 -4%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$119M -$2.88M -68,257 -2%
Barclays
72
Barclays
United Kingdom
$107M -$76.6M -1,812,566 -42%
NI
73
Numeric Investors
Massachusetts
$106M -$72.6M -1,718,240 -41%
Asset Management One
74
Asset Management One
Japan
$106M +$99.5M +2,355,588 +1,531%
EVM
75
Eaton Vance Management
Massachusetts
$105M -$308K -7,294 -0.3%
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