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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 %
AIA
776
Avalon Investment & Advisory
Texas
– – -422,929 Closed
HJMC
777
Hellman Jordan Management Company
Massachusetts
– – -380,597 Closed
PAM
778
Premier Asset Management
Illinois
– – -331,910 Closed
HCMT
779
Highland Capital Management (Texas)
Texas
– – -326,115 Closed
MC
780
Muhlenkamp & Co
Pennsylvania
– – -320,475 Closed
WHG
781
Westwood Holdings Group
Texas
– – -248,558 Closed
EAM
782
Exane Asset Management
France
– – -231,303 Closed
EA
783
Euclid Advisors
Connecticut
– – -227,781 Closed
FNBOO
784
First National Bank of Omaha
Nebraska
– – -175,466 Closed
FCBT
785
First Citizens Bank & Trust
North Carolina
– – -171,717 Closed
CFG
786
Cambridge Financial Group
Ohio
– – -168,765 Closed
FG
787
FSI Group
Ohio
– – -164,648 Closed
Handelsbanken Fonder
788
Handelsbanken Fonder
Sweden
– – -162,175 Closed
Renaissance Technologies
789
Renaissance Technologies
New York
– – -161,267 Closed
FVCM
790
F&V Capital Management
Florida
– – -147,514 Closed
JAM
791
Jupiter Asset Management
United Kingdom
– – -127,800 Closed
ACI
792
Alpha Cubed Investments
California
– – -113,793 Closed
LPU
793
Lansdowne Partners (UK)
United Kingdom
– – -104,568 Closed
NC
794
Northpointe Capital
Michigan
– – -100,921 Closed
SCM
795
Sitrin Capital Management
California
– – -99,687 Closed
BPM
796
Bowling Portfolio Management
Ohio
– – -97,859 Closed
MAM
797
Mastrapasqua Asset Management
Tennessee
– – -95,901 Closed
MPA
798
Marvin & Palmer Associates
Delaware
– – -95,725 Closed
CCM
799
Crossvault Capital Management
Texas
– – -90,528 Closed
CC
800
Curian Capital
Colorado
– – -74,345 Closed
30 31
32
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