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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 %
BAM
726
Berkshire Asset Management
Pennsylvania
$224K +$224K +5,304 New
TIA
727
Tiemann Investment Advisors
California
$223K -$80.3K -1,900 -26%
FIB
728
First Interstate Bank
Montana
$221K +$185K +4,377 +513%
EWM
729
Evermay Wealth Management
Virginia
$219K +$219K +5,175 New
IIA
730
IPG Investment Advisors
California
$218K +$218K +5,150 New
CCIA
731
Campbell & Co Investment Adviser
Maryland
$217K +$217K +5,146 New
FG
732
Fiduciary Group
Georgia
$216K +$216K +5,120 New
SFG
733
SevenBridge Financial Group
Pennsylvania
$215K – – –
OWD
734
Osborn Williams & Donohoe
Ohio
$214K +$214K +5,056 New
MHS
735
M Holdings Securities
Oregon
$214K +$214K +5,062 New
PAG
736
Private Advisory Group
Washington
$214K +$214K +5,082 New
CL
737
CPWM LLC
Washington
$213K +$213K +5,053 New
PCMM
738
Private Capital Management (Minnesota)
Minnesota
$211K -$295K -7,000 -58%
EGA
739
E&G Advisors
Texas
$211K -$169K -4,000 -44%
LNB
740
Ledyard National Bank
$211K – – –
NSAM
741
North Star Asset Management
Wisconsin
$211K +$211K +5,000 New
S
742
SignatureFD
Georgia
$209K +$38.9K +918 +23%
IAA
743
Independent Advisor Alliance
North Carolina
$208K +$208K +4,890 New
BHBT
744
Burke & Herbert Bank & Trust
Virginia
$201K +$201K +4,766 New
BCM
745
Bluefin Capital Management
New York
$194K -$309K -7,336 -61%
PA
746
Parallel Advisors
California
$191K +$191K +4,512 New
FWM
747
Focused Wealth Management
New York
$190K +$190K +4,500 New
SC
748
SRB Corp
Massachusetts
$180K -$33.3K -787 -16%
FNBT
749
FineMark National Bank & Trust
Florida
$178K – – –
EWM
750
Evercore Wealth Management
New York
$173K -$15.1K -357 -8%
28 29
30
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