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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 %
DIA
176
Davidson Investment Advisors
Montana
$13.3M +$321K +10,026 +2%
ECA
177
Endeavour Capital Advisors
Connecticut
$13.2M – – –
CRC
178
Curi RMB Capital
Illinois
$13.1M +$2.45M +76,549 +23%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$13M +$3.57M +111,263 +38%
CGH
180
Crossmark Global Holdings
Texas
$12.8M +$12.8M +266,490 New
Comerica Bank
181
Comerica Bank
Texas
$12.7M -$485K -14,969 -4%
MAA
182
Matrix Asset Advisors
New York
$12.7M -$310K -9,655 -2%
SDIC
183
South Dakota Investment Council
South Dakota
$12.5M – – –
EB
184
Eastern Bank
Massachusetts
$12.5M -$98.9K -3,086 -0.8%
RJA
185
Raymond James & Associates
Florida
$12.2M +$2.11M +65,814 +21%
EIM
186
ExxonMobil Investment Management
Texas
$12.1M -$488K -15,213 -4%
HIMCH
187
Hartford Investment Management Co (HIMCO)
Connecticut
$11.9M -$23.2K -724 -0.2%
Victory Capital Management
188
Victory Capital Management
Texas
$11.9M +$10.4M +323,723 +703%
LCP
189
LGT Capital Partners
Switzerland
$11.7M +$699K +21,800 +6%
ASRS
190
Arizona State Retirement System
Arizona
$11.6M -$260K -8,100 -2%
Neuberger Berman Group
191
Neuberger Berman Group
New York
$11.5M +$351K +10,953 +3%
ProShare Advisors
192
ProShare Advisors
Maryland
$11.4M -$1.85M -57,643 -14%
AG
193
Artal Group
Luxembourg
$11.2M -$1.6M -50,000 -13%
MWAC
194
Mariner Wealth Advisors (Cincinnati)
Ohio
$11.2M +$329K +10,247 +3%
FAF
195
Fjarde Ap-fonden
Sweden
$11.2M +$180K +5,625 +2%
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.6M +$1.4M +43,700 +15%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$10.4M +$473K +14,747 +5%
CCMH
198
Cornerstone Capital Management Holdings
New York
$10.3M -$1.89M -58,939 -15%
HC
199
Hourglass Capital
Texas
$10.3M -$68.4K -2,135 -0.7%
BVDMP
200
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.3M – – –
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8
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