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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 %
CG
801
Cutler Group
California
– -$399K -15,386 Closed
AT
802
Arden Trust
Delaware
– -$358 -13,771 Closed
IA
803
Icon Advisers
Colorado
– -$356K -13,700 Closed
JSAM
804
J. Safra Asset Management
New York
– -$355K -13,654 Closed
Northwestern Mutual Wealth Management
805
Northwestern Mutual Wealth Management
Wisconsin
– -$280K -10,804 Closed
EA
806
Euclid Advisors
Connecticut
– -$270K -10,380 Closed
AIA
807
Affinity Investment Advisors
California
– -$255K -9,830 Closed
IAM
808
Impax Asset Management
New Hampshire
– -$252K -9,703 Closed
PAIA
809
Park Avenue Institutional Advisers
New York
– -$250K -9,633 Closed
CSS
810
Cubist Systematic Strategies
Connecticut
– -$237K -9,118 Closed
ZDA
811
Zweig-DiMenna Associates
New York
– -$231K -8,900 Closed
SI
812
SII Investments
Wisconsin
– -$228K -8,772 Closed
VIA
813
Vident Investment Advisory
Georgia
– -$225K -8,671 Closed
Handelsbanken Fonder
814
Handelsbanken Fonder
Sweden
– -$205K -7,872 Closed
PCM
815
Prelude Capital Management
New York
– -$103K -3,956 Closed
SSB
816
Sandy Spring Bank
Maryland
– -$90K -3,475 Closed
AWM
817
Avior Wealth Management
Nebraska
– -$83K -3,200 Closed
FQ
818
First Quadrant
California
– -$49K -1,900 Closed
JAM
819
Jolley Asset Management
North Carolina
– -$24K -925 Closed
RFS
820
Rockefeller Financial Services
New York
– -$7K -275 Closed
AP
821
Advisors Preferred
Maryland
– -$4K -171 Closed
WEC
822
Winslow Evans & Crocker
Massachusetts
– -$4.16K -160 Closed
FWM
823
Focused Wealth Management
New York
– -$3K -100 Closed
RWA
824
Ropes Wealth Advisors
Massachusetts
– -$2K -75 Closed
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