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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$429M
2
NI
Numeric Investors
Massachusetts
$136M
3
VH
ValueAct Holdings
California
$1.34B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$883M
5
APG Asset Management
APG Asset Management
Netherlands
$94.8M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$130M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.65B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.65B
4
CGI
CI Global Investments
California
$33.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
151
Macquarie Group
Australia
$17.7M -$16.1M -502,208 -48%
WRF
152
Waddell & Reed Financial
Kansas
$17.7M -$62.8M -1,959,566 -78%
SEI Investments
153
SEI Investments
Pennsylvania
$17.3M -$3.63M -113,097 -17%
SB
154
Suntrust Banks
Georgia
$16.9M -$3.52M -109,745 -17%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$16.9M +$229K +7,148 +1%
PHAM
156
Pacific Heights Asset Management
California
$16.7M – – –
PFMOSF
157
Philadelphia Financial Management of San Francisco
California
$16.6M +$16.6M +516,507 New
ACPU
158
Arrowgrass Capital Partners (US)
Delaware
$16.5M -$7.89M -246,191 -32%
SOMRS
159
State of Michigan Retirement System
Michigan
$16.5M -$356K -11,100 -2%
CL
160
Chubb Ltd
Switzerland
$15.7M – – –
MME
161
Meag Munich Ergo
Germany
$15.7M +$11.1M +356,439 +240%
UB
162
UMB Bank
Missouri
$15.6M +$10.5M +328,567 +207%
AIG
163
American International Group
New York
$15.4M -$418K -13,043 -3%
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$15.3M -$59.3K -1,850 -0.4%
ERSOT
165
Employees Retirement System of Texas
Texas
$15.1M +$12.2M +379,000 +408%
BCIM
166
British Columbia Investment Management
British Columbia, Canada
$14.5M -$2.95M -92,000 -17%
TPSF
167
Texas Permanent School Fund
Texas
$14.5M -$1.18M -36,838 -8%
CCMG
168
Clark Capital Management Group
Pennsylvania
$14.4M +$14.4M +450,538 New
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$14.2M +$13.1M +409,936 +1,272%
DL
170
Delta Lloyd
Netherlands
$14.1M +$670K +20,896 +5%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$14.1M +$57.7K +1,800 +0.4%
Arrowstreet Capital
172
Arrowstreet Capital
Massachusetts
$13.8M +$13.3M +415,486 +2,752%
PRA
173
Parametric Risk Advisors
Connecticut
$13.7M -$1.19M -37,000 -8%
HP
174
Hosking Partners
United Kingdom
$13.6M +$1.59M +49,717 +13%
American Century Companies
175
American Century Companies
Missouri
$13.5M +$12.4M +387,662 +1,116%
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