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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
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 %
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$64.4M -$28.7M -678,500 -31%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$63.5M -$9.47M -224,026 -13%
HCM
103
Hoplite Capital Management
New York
$61.5M +$61.5M +1,456,407 New
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$60.7M -$14.1M -334,740 -19%
CA
105
Commerzbank Aktiengesellschaft
Germany
$58.9M -$1.77M -41,916 -3%
SAM
106
Sentinel Asset Management
Vermont
$57.2M -$2.11M -50,000 -4%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$57M -$4.23M -100,000 -7%
ASC
108
Atalanta Sosnoff Capital
New York
$56.2M +$1.32M +31,219 +2%
CANY
109
Caxton Associates (New York)
New York
$55.7M +$55.7M +1,318,200 New
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$54.9M -$3.46M -81,903 -6%
Canada Pension Plan Investment Board
111
Canada Pension Plan Investment Board
Ontario, Canada
$54.7M -$53.4M -1,262,966 -49%
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$54.2M -$7.12M -168,579 -12%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$53.6M -$3.45M -81,673 -6%
H
114
Hexavest
Quebec, Canada
$52.6M +$10.2M +242,389 +24%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$52M +$6.9M +148,343 +15%
BCM
116
Bridgeway Capital Management
Texas
$50.9M +$50.9M +1,203,800 New
Federated Hermes
117
Federated Hermes
Pennsylvania
$50.8M +$5.94M +140,588 +13%
Acadian Asset Management
118
Acadian Asset Management
Massachusetts
$50.4M +$49.8M +1,178,102 +7,703%
Citadel Advisors
119
Citadel Advisors
Florida
$50.3M +$38.6M +914,477 +331%
DCM
120
Discovery Capital Management
Connecticut
$48.1M +$48.1M +1,139,328 New
KeyBank National Association
121
KeyBank National Association
Ohio
$48M -$469K -11,090 -1%
NFA
122
Nationwide Fund Advisors
Ohio
$47.9M -$5.98M -141,465 -11%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$46.9M -$9.79M -231,628 -17%
National Pension Service
124
National Pension Service
South Korea
$46.5M +$3.95M +93,380 +9%
AAM
125
Aberdeen Asset Management
United Kingdom
$45.3M -$1.66M -39,245 -4%
3 4
5
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