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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 %
EWM
751
Endurance Wealth Management
Rhode Island
$10K -$10K -300 -50%
MWP
752
MYCIO Wealth Partners
Pennsylvania
$10K -$700 -21 -7%
FMII
753
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
MSFP
754
Mark Sheptoff Financial Planning
Connecticut
$10K +$64 +2 +0.6%
TRCT
755
Tower Research Capital (TRC)
New York
$9K -$1.53M -49,144 -99%
WTC
756
WhitTier Trust Company
Nevada
$9K -$17.7K -575 -66%
WTB
757
Washington Trust Bank
Washington
$8K -$511 -15 -6%
MCM
758
MV Capital Management
Maryland
$8K – – –
DBT
759
Dubuque Bank & Trust
Iowa
$7K – – –
PRS
760
Pinkerton Retirement Specialists
Idaho
$7K – – –
TFO
761
Tarbox Family Office
California
$7K – – –
AIM
762
Advantage Investment Management
Iowa
$6K – – –
RFA
763
Reilly Financial Advisors
California
$6K – – –
LYV
764
Live Your Vision
Pennsylvania
$6K +$6K +191 New
WP
765
WealthPLAN Partners
Nebraska
$5.13K – – –
HCM
766
Herndon Capital Management
Georgia
$4K – – –
SJIM
767
St. Johns Investment Management
Florida
$4K +$36 +1 +0.9%
DPA
768
Delphi Private Advisors
California
$3K -$4.77K -159 -61%
TSW
769
Thompson Siegel & Walmsley
Virginia
$3K – – –
LWA
770
Lowe Wealth Advisors
Maryland
$3K – – –
JIR
771
James Investment Research
Ohio
$3K – – –
ST
772
Sphinx Trading
Illinois
$3K +$3K +100 New
CCM
773
Cupps Capital Management
Illinois
$2K -$184K -6,993 -99%
AWM
774
AllSquare Wealth Management
New York
$2K – – –
SIC
775
Salem Investment Counselors
North Carolina
$1.1K +$1.1K +3,433 New
29 30
31
32 33