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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 %
WCM
126
Wedge Capital Management
North Carolina
$26.9M -$2.53M -78,835 -9%
GC
127
Guggenheim Capital
Illinois
$26.7M -$4.6M -143,540 -15%
EARNEST Partners
128
EARNEST Partners
Georgia
$26.6M -$964K -30,062 -4%
WM
129
WS Management
Florida
$26.5M – – –
ACI
130
AMP Capital Investors
Australia
$26.4M -$1.59M -51,298 -6%
RC
131
RBF Capital
California
$26M +$401K +12,500 +2%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$25.7M +$8.92M +278,212 +53%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$24.7M +$35.3K +1,100 +0.1%
Marshall Wace
134
Marshall Wace
United Kingdom
$24.5M -$9.81M -306,125 -29%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$24.3M -$782K -24,397 -3%
TGA
136
Trilogy Global Advisors
Florida
$23.9M -$661K -20,627 -3%
AG
137
Aperio Group
California
$23.6M +$2.83M +88,237 +14%
SCM
138
Springhouse Capital Management
Connecticut
$23.5M -$5.71M -178,000 -20%
Aristotle Capital Management
139
Aristotle Capital Management
California
$23.4M – – –
SIM
140
Sadoff Investment Management
Wisconsin
$23.2M +$319K +9,960 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
141
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.1M -$37.9M -1,183,558 -62%
Morgan Stanley
142
Morgan Stanley
New York
$22.7M +$3.26M +101,579 +17%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$21.8M -$116M -3,626,664 -84%
First Trust Advisors
144
First Trust Advisors
Illinois
$21.4M -$3.5M -109,047 -14%
Boston Partners
145
Boston Partners
Massachusetts
$21.1M -$463K -14,451 -2%
Nomura Holdings
146
Nomura Holdings
Japan
$20.9M +$17.8M +570,645 +587%
Millennium Management
147
Millennium Management
New York
$20.8M +$19.1M +596,484 +1,126%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$18.9M +$5.68M +177,321 +43%
JPMPWA
149
J.P. Morgan Private Wealth Advisors
California
$18.8M +$925K +28,862 +5%
DDPIC
150
Deroy & Devereaux Private Investment Counsel
Michigan
$18M +$193K +6,021 +1%
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