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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 %
CCMW
876
Cypress Capital Management (Wyoming)
Wyoming
$2.61K +$2.61K +60 New
FAN
877
Financial Advisors Network
California
$2.36K +$2.36K +54 New
CFD
878
Creative Financial Designs
Indiana
$2K +$2K +50 New
NR
879
Newfound Research
Massachusetts
$1K -$34 -1 -3%
CWM
880
Cranbrook Wealth Management
Michigan
$1K – – –
MWM
881
MinichMacGregor Wealth Management
New York
$1K +$179 +7 +22%
CAM
882
ClariVest Asset Management
California
$1K +$1K +33 New
SLF
883
Sun Life Financial
Ontario, Canada
$775 -$110K -4,673 -99%
TP
884
Truvvo Partners
New York
$529 – – –
PK
885
Pflug Koory
Nebraska
$259 +$259 +6,125 New
FPF
886
FNY Partners Fund
New York
$2 +$2 +50 New
MTB
887
Mizuho Trust & Banking
Japan
– -$79.6M -2,482,462 Closed
CGI
888
CI Global Investments
California
– -$33.8M -1,054,205 Closed
TGA
889
Trilogy Global Advisors
Florida
– -$23.9M -745,510 Closed
Susquehanna International Group
890
Susquehanna International Group
Pennsylvania
– -$21.8M -680,247 Closed
PFMOSF
891
Philadelphia Financial Management of San Francisco
California
– -$16.6M -516,507 Closed
Arrowstreet Capital
892
Arrowstreet Capital
Massachusetts
– -$13.8M -430,586 Closed
AG
893
Artal Group
Luxembourg
– -$11.2M -350,000 Closed
LCM
894
Laurion Capital Management
New York
– -$9.4M -293,122 Closed
IGIM
895
I.G. Investment Management
Manitoba, Canada
– -$8.76M -273,136 Closed
HHC
896
Hutchin Hill Capital
New York
– -$8.02M -250,000 Closed
OAC
897
OMERS Administration Corp
Ontario, Canada
– -$7.61M -237,200 Closed
QIM
898
Quantitative Investment Management
Virginia
– -$6.98M -217,800 Closed
Parallax Volatility Advisers
899
Parallax Volatility Advisers
California
– -$5.47M -170,735 Closed
WCP
900
Welch Capital Partners
New York
– -$5.36M -167,107 Closed
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36
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