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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 %
SWA
826
Sutton Wealth Advisors
Florida
$24K – – –
KTC
827
Kistler-Tiffany Companies
Pennsylvania
$23K -$6.93K -162 -23%
KKAMG
828
Kernodle & Katon Asset Management Group
Arkansas
$23K – – –
PMFA
829
Plante Moran Financial Advisors
Michigan
$23K – – –
AIL
830
AGF Investments LLC
Ontario, Canada
$23K +$23K +514 New
TWA
831
TCI Wealth Advisors
Arizona
$22K +$4.29K +102 +24%
SIG
832
Stanford Investment Group
California
$21K – – –
TWMP
833
Taylor Wealth Management Partners
Massachusetts
$21K – – –
AC
834
Alexandria Capital
Virginia
$20K +$3.19K +76 +19%
MFBTD
835
MB Financial Bank - Trust Department
Illinois
$20K +$20K +472 New
GBT
836
Grove Bank & Trust
Florida
$19K -$23.7K -555 -56%
MA
837
MUFG Americas
New York
$19K – – –
GI
838
Gradient Investments
Minnesota
$18K -$25.2K -605 -58%
OC
839
Oakworth Capital
Alabama
$18K -$14.3K -350 -44%
PFGIA
840
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +426 New
WAS
841
WESPAC Advisors SoCal
California
$17.7K – – –
CHP
842
Cable Hill Partners
Oregon
$17K -$14.4K -341 -46%
VCM
843
Vigilant Capital Management
Maine
$17K – – –
RPG
844
Risk Paradigm Group
Texas
$16.9K – – –
VIA
845
Vantage Investment Advisors
Pennsylvania
$15K -$23.6K -550 -61%
FFC
846
First Financial Corp
Indiana
$15K – – –
CAL
847
Capital Analysts LLC
Pennsylvania
$14K +$14K +322 New
FMII
848
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
EWM
849
Endurance Wealth Management
Rhode Island
$13K – – –
ACM
850
AUA Capital Management
Pennsylvania
$13K +$13K +310 New
32 33
34
35 36