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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 Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$44.3M +$2.75M +85,727 +7%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$43.3M -$7.55M -235,368 -15%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$42.9M -$6.65M -207,825 -13%
DRZID
104
DePrince Race & Zollo Inc (DRZ)
Florida
$42.7M -$20.1M -628,015 -32%
ASC
105
Atalanta Sosnoff Capital
New York
$41.7M +$41.7M +1,300,051 New
NFA
106
Nationwide Fund Advisors
Ohio
$40.9M -$719K -22,412 -2%
GIA
107
Gateway Investment Advisers
Ohio
$39.1M +$2.75M +85,907 +8%
Canada Life
108
Canada Life
Manitoba, Canada
$37.6M +$672K +20,997 +2%
KeyBank National Association
109
KeyBank National Association
Ohio
$36.8M -$1.7M -52,983 -4%
AAMU
110
Amundi Asset Management US
Massachusetts
$36.3M +$3.48M +108,458 +11%
AAM
111
Aberdeen Asset Management
United Kingdom
$35.6M +$2.99M +93,147 +9%
Federated Hermes
112
Federated Hermes
Pennsylvania
$34M +$31.3M +977,308 +1,172%
FMI
113
Factory Mutual Insurance
Massachusetts
$33.8M +$5.29M +165,000 +19%
CGI
114
CI Global Investments
California
$33.8M -$172M -5,358,275 -84%
National Pension Service
115
National Pension Service
South Korea
$32.3M +$2.55M +79,668 +9%
H
116
Hexavest
Quebec, Canada
$32.2M -$2.26M -70,644 -7%
SO
117
STRS Ohio
Ohio
$31.9M -$3.27M -101,883 -9%
PI
118
PGGM Investments
Netherlands
$31.5M -$145K -4,531 -0.5%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.1M – – –
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$30.2M +$2.65M +82,743 +10%
BA
121
Boston Advisors
Massachusetts
$28.2M +$1.87M +58,347 +7%
Aviva
122
Aviva
United Kingdom
$28.2M -$4.1M -127,890 -13%
JCM
123
Junto Capital Management
New York
$27.4M +$27.4M +855,387 New
GWM
124
Greenwich Wealth Management
Connecticut
$27.3M – – –
GF
125
Gabelli Funds
New York
$27.1M -$866K -27,000 -3%
3 4
5
6 7