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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 %
MWM
776
MinichMacGregor Wealth Management
New York
$1K -$750 -24 -43%
NR
777
Newfound Research
Massachusetts
$1K -$33 -1 -3%
CWM
778
Cranbrook Wealth Management
Michigan
$1K – – –
SBL
779
Sargent Bickham Lagudis
Colorado
$58 -$8 -240 -12%
AII
780
AGF Investments Inc
Ontario, Canada
– -$45.1M -1,735,203 Closed
AIM
781
abrdn Investment Management
United Kingdom
– -$12.6M -486,503 Closed
SC
782
Sculptor Capital
New York
– -$10.5M -405,818 Closed
Mackenzie Financial
783
Mackenzie Financial
Ontario, Canada
– -$10.4M -398,981 Closed
Twin Tree Management
784
Twin Tree Management
Texas
– -$3.97M -152,687 Closed
AIU
785
Algebris Investments (UK)
United Kingdom
– -$3.76M -144,700 Closed
AI
786
Analytic Investors
California
– -$2.93M -112,814 Closed
Simplex Trading
787
Simplex Trading
Illinois
– -$2.38M -91,484 Closed
LOAMU
788
Lombard Odier Asset Management (USA)
New York
– -$2.1M -80,663 Closed
ECM
789
Element Capital Management
New York
– -$1.91M -73,605 Closed
JIM
790
Jupiter Investment Management
United Kingdom
– -$1.37M -52,895 Closed
DI
791
Dalton Investments
Nevada
– -$1.3M -50,000 Closed
TH
792
Timber Hill
Connecticut
– -$1.26M -48,365 Closed
Wealth Enhancement Advisory Services
793
Wealth Enhancement Advisory Services
Minnesota
– -$1.23M -47,514 Closed
Group One Trading
794
Group One Trading
Illinois
– -$1.21M -46,469 Closed
HI
795
HBK Investments
Texas
– -$1.1M -42,349 Closed
Two Sigma Investments
796
Two Sigma Investments
New York
– -$938K -36,120 Closed
Hudson Bay Capital Management
797
Hudson Bay Capital Management
Connecticut
– -$834K -32,100 Closed
JT
798
Jump Trading
Illinois
– -$506K -19,492 Closed
QI
799
Quotient Investors
New York
– -$457K -17,600 Closed
BA
800
Birinyi Associates
Connecticut
– -$422K -16,250 Closed
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