MS icon

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 %
Group One Trading
801
Group One Trading
Illinois
– – -71,528 Closed
MFS
802
McNamara Financial Services
Massachusetts
– – -71,411 Closed
HIM
803
Hutchens Investment Management
New Hampshire
– – -71,411 Closed
HCMT
804
Highland Capital Management (Tennessee)
Tennessee
– – -71,141 Closed
Simplex Trading
805
Simplex Trading
Illinois
– – -47,788 Closed
FHAM
806
Folger Hill Asset Management
New York
– – -46,400 Closed
CFP
807
Cornerstone Financial Partners
North Carolina
– – -36,057 Closed
ACP
808
Aviance Capital Partners
Florida
– – -35,002 Closed
CAM
809
CMT Asset Management
Illinois
– – -33,314 Closed
FCI
810
Financial Counselors Inc
Kansas
– – -27,684 Closed
ELC
811
Edgar Lomax Company
Virginia
– – -25,280 Closed
CCM
812
CrestPoint Capital Management
Missouri
– – -25,000 Closed
JT
813
Jump Trading
Illinois
– – -21,962 Closed
TCM
814
Tributary Capital Management
Nebraska
– – -21,600 Closed
CAL
815
Capital Analysts LLC
Pennsylvania
– – -17,668 Closed
BG
816
Bahl & Gaynor
Ohio
– – -16,785 Closed
CBU
817
CIBC Bank USA
Illinois
– – -16,089 Closed
CG
818
Cutler Group
California
– – -15,692 Closed
SSWM
819
Sheets Smith Wealth Management
North Carolina
– – -15,176 Closed
WWM
820
Willingdon Wealth Management
North Carolina
– – -15,000 Closed
SCA
821
Secor Capital Advisors
New York
– – -14,978 Closed
MC
822
Miles Capital
Iowa
– – -14,170 Closed
Dodge & Cox
823
Dodge & Cox
California
– – -13,620 Closed
EDRE
824
Edmond de Rothschild (Europe)
Luxembourg
– – -13,490 Closed
SS
825
Simplicity Solutions
Minnesota
– – -13,038 Closed
31 32
33
34 35