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Morgan Stanley
MS

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 %
GWM
126
Greenwich Wealth Management
Connecticut
$21.3M 850,000 +384,700 +83%
Citigroup
127
Citigroup
New York
$21M 840,690 -1,118,828 -57%
GC
128
Guggenheim Capital
Illinois
$21M 838,437 +69,427 +9%
AI
129
Axiom Investors
Connecticut
$20.9M 834,148 -229,350 -22%
TGA
130
Trilogy Global Advisors
Florida
$20.4M 816,554 +240,014 +42%
FMI
131
Factory Mutual Insurance
Massachusetts
$20.3M 810,000 +375,000 +86%
National Pension Service
132
National Pension Service
South Korea
$20.2M 808,749 +32,430 +4%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$20M 800,954 -5,698 -0.7%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$19.9M 797,215 -280,927 -26%
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$19.8M 791,248 -75,895 -9%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$19.4M 785,734 +10,500 +1%
WM
137
WS Management
Florida
$18.8M 749,800 +13,600 +2%
SCM
138
Stevens Capital Management
Pennsylvania
$18.6M 745,145 +731,849 +5,504%
Boston Partners
139
Boston Partners
Massachusetts
$18.3M 731,777 -172,939 -19%
Aristotle Capital Management
140
Aristotle Capital Management
California
$18.3M 730,000 +80,000 +12%
CCP
141
Clough Capital Partners
Massachusetts
$18M 718,860 -616,300 -46%
BNP Paribas Asset Management
142
BNP Paribas Asset Management
France
$17.8M 711,817 -146,192 -17%
HI
143
HBK Investments
Texas
$17.7M 707,492 +625,092 +759%
SIM
144
Sadoff Investment Management
Wisconsin
$17.6M 703,311 +5,320 +0.8%
SEI Investments
145
SEI Investments
Pennsylvania
$16.5M 661,578 -80,519 -11%
Morgan Stanley
146
Morgan Stanley
New York
$16.3M 651,684 -4,632 -0.7%
IGIM
147
I.G. Investment Management
Manitoba, Canada
$16.2M 646,958 -38,038 -6%
IG
148
ING Group
Netherlands
$16M 638,660 +587,591 +1,151%
Voloridge Investment Management
149
Voloridge Investment Management
Florida
$15.9M 634,705 +634,705 New
BA
150
Boston Advisors
Massachusetts
$15M 600,421 -6,260 -1%
4 5
6
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