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Morgan Stanley
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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 %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$48.3M 1,933,177 -65,550 -3%
BJ
77
BlackRock Japan
Japan
$47.1M 1,883,441 +12,958 +0.7%
Barclays
78
Barclays
United Kingdom
$47M 1,880,858 -220,030 -10%
RFC
79
Russell Frank Company
Washington
$47M 1,877,114 +245,434 +15%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$46.5M 1,860,556 -45,320 -2%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$46.5M 1,858,110 -683,440 -27%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$46.3M 1,850,000 – –
GI
83
GAMCO Investors
Connecticut
$46M 1,839,446 +2,925 +0.2%
LCS
84
Levin Capital Strategies
New York
$45.8M 1,832,580 +1,419,370 +343%
Parallax Volatility Advisers
85
Parallax Volatility Advisers
California
$43.8M 1,751,873 +1,748,002 +45,156%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$43.1M 1,724,083 -375,300 -18%
Allianz Asset Management
87
Allianz Asset Management
Germany
$42.7M 1,708,358 +70,705 +4%
Capital World Investors
88
Capital World Investors
California
$42.7M 1,706,214 -6,000,081 -78%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$41.5M 1,659,041 -69,052 -4%
USAA
90
United Services Automobile Association
Texas
$40M 1,600,442 +161,401 +11%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$39.8M 1,591,736 -6,042 -0.4%
AAMU
92
Amundi Asset Management US
Massachusetts
$39.3M 1,572,336 -3,541,065 -69%
DRZID
93
DePrince Race & Zollo Inc (DRZ)
Florida
$38M 1,520,183 +154,362 +11%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$37.8M 1,513,302 +416,400 +38%
NMIMC
95
Northwestern Mutual Investment Management Company
Wisconsin
$37.3M 1,490,011 +82,147 +6%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$37M 1,478,148 -316,367 -18%
SAM
97
Sentinel Asset Management
Vermont
$34.6M 1,383,000 +135,500 +11%
PAM
98
Panagora Asset Management
Massachusetts
$33.9M 1,354,827 -166,851 -11%
NFA
99
Nationwide Fund Advisors
Ohio
$33.4M 1,335,816 -24,456 -2%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$32.9M 1,316,069 -2,074,454 -61%
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4
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