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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 %
RMDI
851
R.M. Davis Inc
Maine
– – -6,500 Closed
TP
852
Truvvo Partners
New York
– – -6,500 Closed
GIA
853
Guyasuta Investment Advisors
Pennsylvania
– – -6,500 Closed
ECM
854
ETrade Capital Management
Virginia
– – -6,291 Closed
AFP
855
Ausdal Financial Partners
Iowa
– – -4,708 Closed
CCS
856
Crosspoint Capital Strategies
California
– – -3,618 Closed
WG
857
Welch Group
Alabama
– – -3,600 Closed
FMA
858
FNY Managed Accounts
New York
– – -2,500 Closed
ACS
859
Archford Capital Strategies
Illinois
– – -1,054 Closed
BIM
860
Barton Investment Management
Pennsylvania
– – -722 Closed
AIA
861
Allegis Investment Advisors
Idaho
– – -610 Closed
RPG
862
Risk Paradigm Group
Texas
– – -508 Closed
KCPG
863
Kavar Capital Partners Group
Kansas
– – -375 Closed
GWM
864
Gupta Wealth Management
California
– – -315 Closed
VCM
865
Vigilant Capital Management
Maine
– – -271 Closed
CHC
866
City Holding Co
West Virginia
– – -200 Closed
JGIA
867
Jackson Grant Investment Advisers
Connecticut
– – -158 Closed
BCFS
868
Butensky & Cohen Financial Security
Florida
– – -51 Closed
BCI
869
Brinker Capital Investments
Pennsylvania
– – -33 Closed
Carson Wealth (CWM LLC)
870
Carson Wealth (CWM LLC)
Nebraska
– – -29 Closed
RWA
871
Ropes Wealth Advisors
Massachusetts
– – -19 Closed
VCM
872
Versant Capital Management
Arizona
– – -18 Closed
BCMIO
873
Beacon Capital Management Inc (Ohio)
Ohio
– – -8 Closed
KM
874
Kalos Management
Georgia
– – – –
FVP
875
Firefly Value Partners
Pennsylvania
– – – –
32 33 34
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