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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.

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
1
Fidelity Investments
Massachusetts
$1.67B
2
State Street
2
State Street
Massachusetts
$6.88B
3
WRF
3
Waddell & Reed Financial
Kansas
$282M
4
APG Asset Management
4
APG Asset Management
Netherlands
$277M
5
BA
5
BlackRock Advisors
Delaware
$691M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.14B
2
Franklin Resources
2
Franklin Resources
California
$293M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.56B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
76
Allianz Asset Management
Germany
$102M +$14M +331,683 +16%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$101M +$2.91M +68,939 +3%
Credit Agricole
78
Credit Agricole
France
$99.7M -$14.5M -343,790 -13%
Fisher Asset Management
79
Fisher Asset Management
Washington
$97.5M -$1.77M -41,884 -2%
ECU
80
Egerton Capital (UK)
United Kingdom
$94M +$94M +2,225,381 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$91.1M -$2.29M -54,249 -2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$88.8M +$4.8M +116,136 +6%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$86.7M -$13.9M -329,500 -14%
BJ
84
BlackRock Japan
Japan
$86.6M +$628K +14,858 +0.7%
O
85
OppenheimerFunds
New York
$85.7M -$48.7M -1,152,397 -36%
PC
86
PointState Capital
New York
$82.2M +$82.2M +1,946,300 New
SCM
87
Suvretta Capital Management
New York
$80.3M +$80.3M +1,900,900 New
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$79.8M +$21M +615,300 +36%
Capital International Investors
89
Capital International Investors
California
$79.5M – – –
Wellington Management Group
90
Wellington Management Group
Massachusetts
$78.3M +$76.1M +1,801,364 +3,434%
N
91
Natixis
France
$74.6M +$6.14M +145,414 +9%
Capital World Investors
92
Capital World Investors
California
$72.5M +$135K +3,207 +0.2%
GI
93
GAMCO Investors
Connecticut
$71.7M -$4.85M -114,840 -6%
CI Investments Inc
94
CI Investments Inc
Ontario, Canada
$70.6M +$3.49M +82,700 +5%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$70.3M -$2.58M -61,038 -4%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$68.9M +$68.9M +1,635,470 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$68.7M +$6.79M +160,729 +11%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$66.3M -$2.46M -58,250 -4%
Canada Life
99
Canada Life
Manitoba, Canada
$65.4M +$15.7M +371,099 +32%
USAA
100
United Services Automobile Association
Texas
$65.3M +$401K +9,496 +0.6%
2 3
4
5 6