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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
176
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20.8M -$9.61M -227,800 -32%
CL
177
Chubb Ltd
Switzerland
$20.7M – – –
BCM
178
Becker Capital Management
Oregon
$20.4M -$38.6M -913,615 -65%
Macquarie Group
179
Macquarie Group
Australia
$20.3M -$3.08M -72,887 -13%
AIG
180
American International Group
New York
$20.2M +$676 +16 +0%
JAM
181
Jupiter Asset Management
United Kingdom
$20.2M +$15.1M +357,900 +297%
DIA
182
Dana Investment Advisors
Wisconsin
$20M +$20M +472,604 New
SOMRS
183
State of Michigan Retirement System
Michigan
$19.9M -$1.78M -42,100 -8%
Tudor Investment Corp
184
Tudor Investment Corp
Connecticut
$19.8M +$19.8M +469,514 New
ERSOT
185
Employees Retirement System of Texas
Texas
$19.6M -$372K -8,800 -2%
CHCM
186
Columbus Hill Capital Management
New Jersey
$19.3M +$19.3M +456,000 New
GIBU
187
Gulf International Bank (UK)
United Kingdom
$18.6M +$33.8K +800 +0.2%
TPSF
188
Texas Permanent School Fund
Texas
$18.3M -$903K -21,364 -5%
KBC Group
189
KBC Group
Belgium
$18.1M +$8.2M +194,060 +82%
PHAM
190
Pacific Heights Asset Management
California
$17.7M -$4.31M -102,000 -20%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$17.5M +$480K +11,349 +3%
ECA
192
Endeavour Capital Advisors
Connecticut
$17.4M – – –
DekaBank Deutsche Girozentrale
193
DekaBank Deutsche Girozentrale
Germany
$17M +$5.97M +140,443 +54%
NAM
194
NorthCoast Asset Management
Connecticut
$16.9M +$14.4M +340,799 +572%
SC
195
Sculptor Capital
New York
$16.9M +$16.9M +400,000 New
Neuberger Berman Group
196
Neuberger Berman Group
New York
$16.5M +$1.32M +31,216 +9%
ProShare Advisors
197
ProShare Advisors
Maryland
$16.5M +$1.51M +35,777 +10%
DILIC
198
Dai-ichi Life Insurance Company
Japan
$16.4M +$16.4M +389,150 New
CRC
199
Curi RMB Capital
Illinois
$16.4M -$876K -20,728 -5%
Comerica Bank
200
Comerica Bank
Texas
$16.4M -$835K -19,048 -5%
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