MS icon

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 %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M 587,193 – –
HIIFS
152
Harel Insurance Investments & Financial Services
Israel
$14.5M 581,260 – –
BCIM
153
British Columbia Investment Management
British Columbia, Canada
$14.5M 578,553 -18,713 -3%
AG
154
Aperio Group
California
$14.5M 578,386 -41,880 -7%
ACPU
155
Arrowgrass Capital Partners (US)
Delaware
$14.2M 567,986 +433,899 +324%
GCM
156
Grisanti Capital Management
New York
$14.2M 566,415 +191,040 +51%
AIG
157
American International Group
New York
$14M 560,396 +34,282 +7%
JPMPWA
158
J.P. Morgan Private Wealth Advisors
California
$14M 559,514 -190,204 -25%
DDPIC
159
Deroy & Devereaux Private Investment Counsel
Michigan
$13.7M 549,298 +33,918 +7%
AIM
160
abrdn Investment Management
United Kingdom
$13.5M 540,487 -1,670,691 -76%
NG
161
NatWest Group
United Kingdom
$13.4M 534,798 -7,925 -1%
US Bancorp
162
US Bancorp
Minnesota
$13.4M 534,514 +29,768 +6%
AIM
163
Artemis Investment Management
United Kingdom
$13.3M 530,000 +230,000 +77%
SOMRS
164
State of Michigan Retirement System
Michigan
$13.2M 525,955 +9,400 +2%
TPSF
165
Texas Permanent School Fund
Texas
$13.2M 525,886 -8,095 -2%
PHAM
166
Pacific Heights Asset Management
California
$13.1M 525,000 -5,000 -0.9%
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
$12.9M 515,549 -134,647 -21%
AG
168
Artal Group
Luxembourg
$12.5M 500,000 +200,000 +67%
NI
169
Numeric Investors
Massachusetts
$12.4M 496,200 +159,700 +47%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$12.3M 492,329 -25,800 -5%
CL
171
Chubb Ltd
Switzerland
$12.3M 490,472 +490,472 New
PP
172
PDT Partners
New York
$12M 480,368 +480,368 New
BGIM
173
Brandywine Global Investment Management
Pennsylvania
$11.9M 476,779 -1,486,650 -76%
Macquarie Group
174
Macquarie Group
Australia
$11.6M 463,700 +51,900 +13%
SG Americas Securities
175
SG Americas Securities
New York
$11.2M 448,066 +105,867 +31%
5 6
7
8 9