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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 %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$31.7M -$2.71M -64,233 -8%
Aristotle Capital Management
152
Aristotle Capital Management
California
$30.8M – – –
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$30.8M -$1.21M -28,633 -4%
Nomura Holdings
154
Nomura Holdings
Japan
$30.8M +$2.87M +68,644 +10%
AG
155
Aperio Group
California
$30.7M -$344K -8,138 -1%
SIM
156
Sadoff Investment Management
Wisconsin
$30.7M +$133K +3,155 +0.4%
WCM
157
Wedge Capital Management
North Carolina
$30.4M -$5.01M -118,655 -14%
Victory Capital Management
158
Victory Capital Management
Texas
$29.9M +$14.2M +336,951 +91%
EARNEST Partners
159
EARNEST Partners
Georgia
$28.5M -$6.54M -154,732 -19%
Boston Partners
160
Boston Partners
Massachusetts
$27.9M +$8.37K +198 +0%
BCIM
161
British Columbia Investment Management
British Columbia, Canada
$27.7M +$8.54M +202,019 +45%
ACPU
162
Arrowgrass Capital Partners (US)
Delaware
$27.3M +$5.57M +131,904 +26%
Morgan Stanley
163
Morgan Stanley
New York
$24.7M -$5.15M -121,835 -17%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$24M +$23.1M +547,713 +2,814%
ECM
165
Element Capital Management
New York
$23.7M +$23.7M +560,069 New
SB
166
Suntrust Banks
Georgia
$23.6M +$1.27M +30,045 +6%
DDPIC
167
Deroy & Devereaux Private Investment Counsel
Michigan
$23.2M -$581K -13,756 -2%
SCM
168
Springhouse Capital Management
Connecticut
$22.6M -$8.39M -198,600 -27%
JPMPWA
169
J.P. Morgan Private Wealth Advisors
California
$22.2M -$2.53M -59,806 -10%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$21.9M -$382K -9,050 -2%
DL
171
Delta Lloyd
Netherlands
$21.9M +$3.32M +78,599 +18%
First Trust Advisors
172
First Trust Advisors
Illinois
$21.8M -$6.51M -153,983 -23%
UB
173
UMB Bank
Missouri
$21.2M +$576K +13,631 +3%
RJA
174
Raymond James & Associates
Florida
$20.9M +$4.87M +115,153 +30%
PAM
175
Panagora Asset Management
Massachusetts
$20.8M +$15.9M +376,002 +323%
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