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

Top Sellers

1
VH
ValueAct Holdings
California
$1.14B
2
Franklin Resources
Franklin Resources
California
$293M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.56B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2B
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$44.3M +$9.09M +215,111 +26%
GIA
127
Gateway Investment Advisers
Ohio
$43.8M -$7.69M -182,072 -15%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$42.4M +$2.61M +61,805 +7%
SO
129
STRS Ohio
Ohio
$41.6M -$378K -8,937 -0.9%
JCM
130
Junto Capital Management
New York
$41.5M +$5.38M +127,400 +15%
Korea Investment Corp
131
Korea Investment Corp
South Korea
$41.2M +$7.36M +174,292 +22%
SEI Investments
132
SEI Investments
Pennsylvania
$40.3M +$17.5M +414,636 +77%
DRZID
133
DePrince Race & Zollo Inc (DRZ)
Florida
$40M -$16.2M -383,679 -29%
PI
134
PGGM Investments
Netherlands
$39.9M -$1.62M -38,376 -4%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$39.2M +$20.5M +485,215 +110%
IG
136
ING Group
Netherlands
$38.6M +$32.5M +771,435 +535%
BA
137
Boston Advisors
Massachusetts
$37.8M +$665K +15,745 +2%
Aviva
138
Aviva
United Kingdom
$37.4M +$223K +5,278 +0.6%
FMI
139
Factory Mutual Insurance
Massachusetts
$36.9M -$8.1M -190,000 -18%
GWM
140
Greenwich Wealth Management
Connecticut
$35.9M – – –
ACI
141
AMP Capital Investors
Australia
$35M -$826K -19,589 -2%
AAMU
142
Amundi Asset Management US
Massachusetts
$34.7M -$13.2M -312,450 -28%
WM
143
WS Management
Florida
$34.6M -$279K -6,600 -0.8%
RC
144
RBF Capital
California
$34.3M – – –
CCMG
145
Clark Capital Management Group
Pennsylvania
$34.2M +$15.2M +358,855 +80%
Calamos Advisors
146
Calamos Advisors
Illinois
$34.1M +$21.7M +514,283 +175%
PI
147
PineBridge Investments
New York
$33.1M +$33.1M +783,332 New
CM
148
Castleark Management
Illinois
$32.9M +$32.9M +779,714 New
GF
149
Gabelli Funds
New York
$32.3M -$3.38M -80,000 -9%
PAMU
150
Pictet Asset Management (UK)
United Kingdom
$31.8M -$849K -20,100 -3%
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