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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 %
SFS
751
Sowell Financial Services
Arkansas
$163K +$163K +3,540 New
First Manhattan
752
First Manhattan
New York
$155K -$26.4K -624 -15%
MA
753
MCF Advisors
Kentucky
$148K -$28.9K -683 -16%
FPFS
754
First Personal Financial Services
North Carolina
$147K +$73.8K +1,750 +101%
IWM
755
IHT Wealth Management
Illinois
$143K +$143K +3,325 New
PFBT
756
Parkside Financial Bank & Trust
Missouri
$139K -$6.03K -143 -4%
CB
757
Community Bank
New York
$129K – – –
ECM
758
Estabrook Capital Management
New York
$123K – – –
ATC
759
Adirondack Trust Company
New York
$116K -$14K -333 -11%
HCM
760
Highlander Capital Management
New Jersey
$112K -$4.23K -100 -4%
BBHC
761
Brown Brothers Harriman & Co
New York
$109K -$995K -23,603 -90%
PWM
762
Perigon Wealth Management
California
$97K – – –
BWM
763
Baystate Wealth Management
Massachusetts
$97K +$97K +2,225 New
OFW
764
Omnia Family Wealth
Florida
$97K +$97K +2,295 New
BIG
765
Bellwether Investment Group
Tennessee
$95K +$95K +2,249 New
WA
766
WFG Advisors
Texas
$92K – – –
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91K -$1.9M -45,270 -95%
QCG
768
Quadrant Capital Group
Ohio
$89K +$1.34K +36 +2%
SGAM
769
Smith Group Asset Management
Texas
$83K +$68.7K +1,630 +479%
BCM
770
Basswood Capital Management
New York
$83K +$83K +1,960 New
FHA
771
First Horizon Advisors
Tennessee
$79K – – –
WAS
772
Winch Advisory Services
Wisconsin
$79K +$79K +1,879 New
WCM
773
Wealthcare Capital Management
Virginia
$78K – – –
DVM
774
Dreman Value Management
Florida
$76K -$1.25M -23,010 -94%
SBL
775
Sargent Bickham Lagudis
Colorado
$76K – – –
29 30
31
32 33