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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 %
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$10.2M +$2.14M +66,715 +27%
MCM
202
Maltese Capital Management
New York
$10.1M -$340K -10,600 -3%
NIPH
203
NN Investment Partners Holdings
Netherlands
$9.85M -$1.11M -34,615 -10%
NG
204
NatWest Group
United Kingdom
$9.83M -$5.83M -181,867 -37%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.81M +$1.71M +53,400 +21%
WBC
206
Westpac Banking Corp
Australia
$9.71M +$779K +24,301 +9%
EIM
207
Essex Investment Management
Massachusetts
$9.62M +$609K +18,988 +7%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$9.55M -$7.71M -240,348 -45%
B
209
BP
United Kingdom
$9.49M +$3.88M +121,000 +69%
Calamos Advisors
210
Calamos Advisors
Illinois
$9.42M +$1.6M +49,846 +20%
PIA
211
Piedmont Investment Advisors
North Carolina
$9.42M -$974K -30,373 -9%
LCM
212
Laurion Capital Management
New York
$9.4M +$1.62M +50,536 +21%
BCMNY
213
Buckingham Capital Management (New York)
New York
$9.34M -$894K -27,872 -9%
SCP
214
Sandhill Capital Partners
New York
$9.2M +$215K +6,702 +2%
US Bancorp
215
US Bancorp
Minnesota
$9.18M -$1.31M -40,819 -12%
AIA
216
Avalon Investment & Advisory
Texas
$9.04M +$9.04M +281,999 New
Citadel Advisors
217
Citadel Advisors
Florida
$8.86M +$8.86M +276,353 New
IGIM
218
I.G. Investment Management
Manitoba, Canada
$8.76M -$10.2M -318,878 -54%
CBOA
219
Commonwealth Bank of Australia
Australia
$8.69M +$1.85M +57,800 +27%
JCP
220
Jabre Capital Partners
Switzerland
$8.66M +$8.66M +270,000 New
VFA
221
Virtus Fund Advisers
Connecticut
$8.44M +$458K +14,300 +6%
URS
222
Utah Retirement Systems
Utah
$8.38M – – –
NP
223
NS Partners
United Kingdom
$8.3M +$825K +25,719 +11%
DADC
224
D.A. Davidson & Co
Montana
$8.2M +$469K +14,643 +6%
DekaBank Deutsche Girozentrale
225
DekaBank Deutsche Girozentrale
Germany
$8.13M -$588K -18,776 -7%
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