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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 %
WTC
851
WhitTier Trust Company
Nevada
$12K – – –
JT
852
Jump Trading
Illinois
$12K +$12K +276 New
JAM
853
Jolley Asset Management
North Carolina
$11K +$11K +250 New
PA
854
Perennial Advisors
New York
$11K +$11K +250 New
MCM
855
MV Capital Management
Maryland
$10K – – –
TSW
856
Thompson Siegel & Walmsley
Virginia
$10K +$5.56K +125 +125%
WTB
857
Washington Trust Bank
Washington
$9K -$1.02K -24 -10%
PRS
858
Pinkerton Retirement Specialists
Idaho
$9K -$127 -3 -1%
TFO
859
Tarbox Family Office
California
$9K +$166 +4 +2%
GEA
860
Glen Eagle Advisors
New Jersey
$8.45K +$8.45K +200 New
RFA
861
Reilly Financial Advisors
California
$8K – – –
LYV
862
Live Your Vision
Pennsylvania
$8K – – –
FPB
863
First PREMIER Bank
South Dakota
$7K -$26K -580 -79%
LS
864
Livforsakringsbolaget Skandia
Sweden
$5.26K +$2.16K +51,001 +69%
SJIM
865
St. Johns Investment Management
Florida
$5K – – –
GWS
866
Glassman Wealth Services
Virginia
$5K +$5K +112 New
IF
867
Ironwood Financial
Arizona
$5K +$5K +128 New
JIR
868
James Investment Research
Ohio
$4K – – –
LWA
869
Lowe Wealth Advisors
Maryland
$4K – – –
DPA
870
Delphi Private Advisors
California
$4K – – –
ST
871
Sphinx Trading
Illinois
$4K – – –
AWM
872
Avior Wealth Management
Nebraska
$4K +$4K +99 New
Carson Wealth (CWM LLC)
873
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +100 New
CPA
874
Clear Perspective Advisors
Illinois
$4K +$4K +100 New
AWM
875
AllSquare Wealth Management
New York
$3K – – –
33 34
35
36 37