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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 %
SPC
826
Sigma Planning Corp
Michigan
– – -12,886 Closed
SAM
827
Sunnymeath Asset Management
New Jersey
– – -12,200 Closed
SBIA
828
Sheaff Brock Investment Advisors
Indiana
– – -11,030 Closed
TCM
829
Twin Capital Management
Pennsylvania
– – -10,900 Closed
GCMG
830
Gyroscope Capital Management Group
Florida
– – -10,384 Closed
QSS
831
Quantitative Systematic Strategies
Florida
– – -9,405 Closed
ZDA
832
Zweig-DiMenna Associates
New York
– – -9,300 Closed
LPT
833
Legacy Private Trust
Wisconsin
– – -9,295 Closed
IT
834
Independence Trust
Tennessee
– – -9,147 Closed
TC
835
TradeLink Capital
Illinois
– – -8,558 Closed
CL
836
CPWM LLC
Washington
– – -8,226 Closed
AT
837
Argent Trust
Texas
– – -8,055 Closed
RL
838
Ruffer LLP
United Kingdom
– – -7,500 Closed
ACM
839
Alta Capital Management
Utah
– – -7,487 Closed
PBO
840
Peoples Bank (Ohio)
Ohio
– – -7,415 Closed
SCM
841
SOL Capital Management
Maryland
– – -7,140 Closed
HFS
842
HL Financial Services
Kentucky
– – -7,094 Closed
BBA
843
BLB&B Advisors
Pennsylvania
– – -6,969 Closed
JWBC
844
J.W. Burns & Co
New York
– – -6,882 Closed
HPC
845
HM Payson & Co
Maine
– – -6,840 Closed
KJHP
846
K.J. Harrison & Partners
Ontario, Canada
– – -6,700 Closed
WAM
847
Wolverine Asset Management
Illinois
– – -6,700 Closed
BP
848
Ballentine Partners
Massachusetts
– – -6,680 Closed
NPF
849
Norris Perne & French
Michigan
– – -6,596 Closed
RC
850
Reik & Co
New York
– – -6,517 Closed
32 33
34
35 36