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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 %
IUHSA
726
Itau Unibanco Holding S.A.
Brazil
$21K +$21K +652 New
CBT
727
Central Bank & Trust
Kentucky
$20K -$11.2K -356 -36%
ACM
728
Armbruster Capital Management
New York
$20K – – –
PCP
729
Proficio Capital Partners
Massachusetts
$20K – – –
HCM
730
Horrell Capital Management
Arkansas
$19K – – –
LWA
731
Lenox Wealth Advisors
New York
$19K – – –
ClearBridge Investments
732
ClearBridge Investments
New York
$19K +$19K +590 New
SWA
733
Sutton Wealth Advisors
Florida
$18.2K – – –
EDRS
734
Edmond de Rothschild (Suisse)
Switzerland
$18K +$18K +570 New
PMFA
735
Plante Moran Financial Advisors
Michigan
$17K -$16.3K -520 -49%
AF
736
Allworth Financial
California
$17K – – –
KKAMG
737
Kernodle & Katon Asset Management Group
Arkansas
$17K – – –
SIG
738
Stanford Investment Group
California
$16K – – –
TWMP
739
Taylor Wealth Management Partners
Massachusetts
$16K – – –
MA
740
MUFG Americas
New York
$14K – – –
BAM
741
Bruderman Asset Management
New York
$14K +$14K +447 New
WAS
742
WESPAC Advisors SoCal
California
$13.5K -$80.1K -2,500 -86%
VCM
743
Vigilant Capital Management
Maine
$13K -$9.08K -285 -41%
WA
744
Winfield Associates
Ohio
$13K – – –
AC
745
Alexandria Capital
Virginia
$13K – – –
TWA
746
TCI Wealth Advisors
Arizona
$13K – – –
LAM
747
Lebenthal Asset Management
New York
$13K +$13K +408 New
RPG
748
Risk Paradigm Group
Texas
$12.8K – – –
FFC
749
First Financial Corp
Indiana
$12K -$6.79K -203 -36%
SGAM
750
Smith Group Asset Management
Texas
$11K +$1.62K +50 +17%
28 29
30
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