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Morgan Stanley
MS

Overview Fund Activity

781 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2016 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 306 reducing their positions, and 45 closing their positions.

Holders
781
Holders Change
+38
Holders Change %
+5.11%
% of All Funds
20.87%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
90
Increased
241
Reduced
306
Closed
45
Calls
$1.09B
Puts
$1.65B
Net Calls
-$555M
Net Calls Change
+$108M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$429M
2
NI
2
Numeric Investors
Massachusetts
$136M
3
VH
3
ValueAct Holdings
California
$1.34B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$883M
5
APG Asset Management
5
APG Asset Management
Netherlands
$94.8M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$130M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.65B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.65B
4
CGI
4
CI Global Investments
California
$33.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$70.7M 2,203,900 +637,000 +41%
CC
77
Carlson Capital
Texas
$70.5M 2,200,000 -2,750,000 -56%
EA
78
Emerald Acquisition
Washington
$68M 2,120,686 +290,513 +16%
Principal Financial Group
79
Principal Financial Group
Iowa
$66.3M 2,067,254 -2,709 -0.1%
Allianz Asset Management
80
Allianz Asset Management
Germany
$66.2M 2,090,332 +358,799 +21%
BJ
81
BlackRock Japan
Japan
$65.2M 2,035,013 +150,952 +8%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$65.1M 2,032,070 +60,003 +3%
Capital International Investors
83
Capital International Investors
California
$60.3M 1,882,370 +70,687 +4%
GI
84
GAMCO Investors
Connecticut
$58.1M 1,811,545 -38,700 -2%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$56.8M 1,771,060 -166,470 -9%
SG Americas Securities
86
SG Americas Securities
New York
$55.7M 1,738,247 +1,701,276 +4,602%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$55.4M 1,727,386 +3,100 +0.2%
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$55.3M 1,724,842 -25,722 -1%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$55M 1,716,510 +146 +0%
Capital World Investors
90
Capital World Investors
California
$54.9M 1,713,542 +5,911 +0.3%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$52.2M 1,627,897 +163,733 +11%
N
92
Natixis
France
$51.9M 1,619,195 -457,267 -22%
CI Investments Inc
93
CI Investments Inc
Ontario, Canada
$50.9M 1,589,000 +1,524,000 +2,345%
USAA
94
United Services Automobile Association
Texas
$49.3M 1,536,703 -50,393 -3%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$47M 1,464,546 -151,613 -9%
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$46.6M 1,452,449 +1,452,449 New
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$46.5M 1,450,000 – –
CA
98
Commerzbank Aktiengesellschaft
Germany
$46M 1,435,591 +91,187 +7%
SAM
99
Sentinel Asset Management
Vermont
$45M 1,405,000 – –
BCM
100
Becker Capital Management
Oregon
$44.8M 1,396,554 +22,280 +2%
2 3
4
5 6