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Morgan Stanley
MS

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 %
FANJ
751
Financial Architects (New Jersey)
New Jersey
$4K 147 +147 New
WTB
752
Washington Trust Bank
Washington
$3K 100 -1,235 -93%
TSW
753
Thompson Siegel & Walmsley
Virginia
$3K 100 -50 -33%
LWA
754
Lowe Wealth Advisors
Maryland
$3K 100 – –
SJIM
755
St. Johns Investment Management
Florida
$3K 108 – –
HW
756
Hancock Whitney
Mississippi
$2.13K 85,217 -307 -0.4%
PRS
757
Pinkerton Retirement Specialists
Idaho
$2K 3 -108 -97%
AWM
758
AllSquare Wealth Management
New York
$2K 60 – –
IIC
759
Integrated Investment Consultants
Michigan
$2K 100 +100 New
PCP
760
Proficio Capital Partners
Massachusetts
$1K 54 -186 -78%
MWM
761
MinichMacGregor Wealth Management
New York
$1K 43 +18 +72%
SLF
762
Sun Life Financial
Ontario, Canada
$469 18,767 -6,820 -27%
EWM
763
Endurance Wealth Management
Rhode Island
$15 600 – –
EIP
764
Epoch Investment Partners
New York
– – -4,683,048 Closed
DCM
765
Discovery Capital Management
Connecticut
– – -4,296,600 Closed
TP
766
Third Point
New York
– – -3,000,000 Closed
Marshall Wace
767
Marshall Wace
United Kingdom
– – -1,993,004 Closed
MCM
768
Moore Capital Management
New York
– – -1,200,000 Closed
ASC
769
Atalanta Sosnoff Capital
New York
– – -1,096,092 Closed
RIG
770
Roosevelt Investment Group
New York
– – -911,376 Closed
CRM
771
Cramer Rosenthal McGlynn
Connecticut
– – -810,680 Closed
ACP
772
Arrowgrass Capital Partners
United Kingdom
– – -725,000 Closed
CM
773
Castleark Management
Illinois
– – -651,385 Closed
WG
774
Winton Group
United Kingdom
– – -573,395 Closed
AC
775
Ascend Capital
California
– – -434,140 Closed
29 30
31
32 33