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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 %
DC
901
Deere & Company
Illinois
– -$4.94M -154,022 Closed
AF
902
Ally Financial
Michigan
– -$4.81M -150,000 Closed
UOC
903
UBS O'Connor
Illinois
– -$3.24M -100,978 Closed
FG
904
FSI Group
Ohio
– -$3.11M -97,000 Closed
DILH
905
Dai-ichi Life Holdings
Japan
– -$2.9M -90,395 Closed
CAM
906
CMT Asset Management
Illinois
– -$2.65M -82,706 Closed
Jacobs Levy Equity Management
907
Jacobs Levy Equity Management
New Jersey
– -$2.51M -78,300 Closed
AIM
908
Artemis Investment Management
United Kingdom
– -$1.92M -60,000 Closed
RG
909
Rathbones Group
United Kingdom
– -$1.9M -59,133 Closed
KJHP
910
K.J. Harrison & Partners
Ontario, Canada
– -$1.48M -46,037 Closed
CIM
911
CIM Investment Management
Pennsylvania
– -$927K -28,911 Closed
CCT
912
Country Club Trust
Missouri
– -$798K -24,920 Closed
NIT
913
NumerixS Investment Technologies
British Columbia, Canada
– -$674K -21,022 Closed
UAM
914
UAS Asset Management
New York
– -$641K -20,000 Closed
IIM
915
Intact Investment Management
Quebec, Canada
– -$580K -18,100 Closed
SKK
916
Shepherd Kaplan Krochuk
Massachusetts
– -$534K -16,656 Closed
BRA
917
Blue Rock Advisors
Minnesota
– -$531K -16,557 Closed
WAM
918
Wolverine Asset Management
Illinois
– -$448K -14,000 Closed
ED
919
Exane Derivatives
France
– -$339K -10,582 Closed
PL
920
Parkwood LLC
Ohio
– -$294K -9,155 Closed
RMDI
921
R.M. Davis Inc
Maine
– -$265K -8,275 Closed
PL
922
Perpetual Ltd
Australia
– -$256K -8,000 Closed
CG
923
Caprock Group
Idaho
– -$220K -6,865 Closed
BFM
924
Boothbay Fund Management
New York
– -$218K -6,807 Closed
CL
925
Choreo LLC
Illinois
– -$206K -6,423 Closed
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