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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 %
MMG
776
Monetary Management Group
Missouri
$74K – – –
ZB
777
Zions Bancorporation
Utah
$70K -$1.01K -24 -1%
SM
778
SG3 Management
Puerto Rico
$68K +$68K +1,600 New
AA
779
Ancora Advisors
Ohio
$67K +$67K +1,602 New
RWG
780
Regal Wealth Group
California
$66K – – –
CAM
781
Close Asset Management
United Kingdom
$59K +$59K +1,400 New
AA
782
Apriem Advisors
California
$56K – – –
SAM
783
Security Asset Management
New York
$56K +$56K +1,320 New
WA
784
WealthTrust-Arizona
Arizona
$51K – – –
LWCFA
785
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K – – –
MPWT
786
MassMutual Private Wealth & Trust
Connecticut
$49.9K +$49.9K +1,180 New
CAL
787
Capital Advisors Ltd
Ohio
$46K -$12.8K -300 -22%
TCM
788
Tradewinds Capital Management
Washington
$46K – – –
KF
789
Krilogy Financial
Missouri
$46K – – –
SNT
790
Security National Trust
West Virginia
$46K – – –
CFA
791
Carroll Financial Associates
North Carolina
$46K +$125 +3 +0.3%
EP
792
Edinburgh Partners
United Kingdom
$45K – – –
ACS
793
Archford Capital Strategies
Illinois
$44K – – –
PG
794
Patten Group
Tennessee
$44K – – –
MBT
795
Monroe Bank & Trust
Michigan
$44K +$44K +1,050 New
CCM
796
Cribstone Capital Management
Maine
$42K – – –
HR
797
Howe & Rusling
New York
$41K – – –
CBT
798
Central Bank & Trust
Kentucky
$41K +$14.2K +339 +53%
BC
799
Barnett & Company
Tennessee
$40K – – –
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$1.19K -28 -3%
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