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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 %
PHK
801
Point72 Hong Kong
Hong Kong
$38K +$38K +889 New
BWA
802
Burt Wealth Advisors
Maryland
$37K – – –
EF
803
Empirical Finance
Pennsylvania
$37K +$37K +869 New
MRCM
804
M&R Capital Management
New Jersey
$35K – – –
HPBT
805
High Point Bank & Trust
North Carolina
$35K – – –
PCC
806
Park Circle Company
Maryland
$34K – – –
WPA
807
West Paces Advisors
Georgia
$33.9K +$33.9K +802 New
NSIM
808
North Star Investment Management
Illinois
$33K – – –
ST
809
Smithfield Trust
Pennsylvania
$33K +$33K +780 New
TDC
810
Thompson Davis & Co
Virginia
$31K -$16.3K -385 -35%
BC
811
Bartlett & Co
Ohio
$31K – – –
BL
812
Balentine LLC
Georgia
$31K +$212 +5 +0.7%
CGT
813
Capital Guardian Trust
California
$30K -$1.22K -29 -4%
GAM
814
Gemmer Asset Management
California
$30K +$844 +20 +3%
IUHSA
815
Itau Unibanco Holding S.A.
Brazil
$27K – – –
DBT
816
Dubuque Bank & Trust
Iowa
$27K +$17.4K +412 +180%
IDBONY
817
Israel Discount Bank of New York
New York
$27K +$27K +630 New
ACM
818
Armbruster Capital Management
New York
$26K – – –
WA
819
Winfield Associates
Ohio
$26K +$9.44K +225 +57%
FANJ
820
Financial Architects (New Jersey)
New Jersey
$25K -$8.42K -201 -25%
PCP
821
Proficio Capital Partners
Massachusetts
$25K -$753 -18 -3%
ClearBridge Investments
822
ClearBridge Investments
New York
$25K – – –
HCM
823
Horrell Capital Management
Arkansas
$25K – – –
AF
824
Allworth Financial
California
$25K +$2.2K +52 +10%
AAP
825
Arax Advisory Partners
Colorado
$24K +$24K +578 New
31 32
33
34 35