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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
+$506M
2
State Street
State Street
Massachusetts
+$275M
3
WRF
Waddell & Reed Financial
Kansas
+$259M
4
APG Asset Management
APG Asset Management
Netherlands
+$159M
5
BA
BlackRock Advisors
Delaware
+$144M

Top Sellers

1
VH
ValueAct Holdings
California
-$634M
2
Franklin Resources
Franklin Resources
California
-$574M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$574M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
201
Eastern Bank
Massachusetts
$16.1M -$351K -8,304 -2%
LOAMS
202
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.1M +$12.3M +292,000 +332%
HP
203
Hosking Partners
United Kingdom
$16M -$1.96M -46,505 -11%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$15.4M -$208K -4,924 -1%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$15.3M – – –
ASRS
206
Arizona State Retirement System
Arizona
$15.1M -$254K -6,000 -2%
SG Americas Securities
207
SG Americas Securities
New York
$14.8M -$58.7M -1,388,988 -80%
MWAC
208
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.5M -$224K -5,301 -2%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$14.2M +$580K +13,734 +4%
EIM
210
ExxonMobil Investment Management
Texas
$14.1M -$1.78M -42,087 -11%
CIBC World Market
211
CIBC World Market
Ontario, Canada
$13.8M +$6.05M +143,095 +78%
BVDMP
212
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.5M – – –
Public Sector Pension Investment Board (PSP Investments)
213
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.5M -$482K -11,400 -3%
NG
214
NatWest Group
United Kingdom
$13.4M +$485K +11,473 +4%
Nuveen Asset Management
215
Nuveen Asset Management
Illinois
$13.4M +$6.96M +164,829 +108%
FAF
216
Fjarde Ap-fonden
Sweden
$13.1M -$1.66M -39,253 -11%
American Century Companies
217
American Century Companies
Missouri
$12.9M -$4.9M -116,009 -27%
PIA
218
Piedmont Investment Advisors
North Carolina
$12.7M +$275K +6,505 +2%
Marshall Wace
219
Marshall Wace
United Kingdom
$12.6M -$19.6M -464,553 -61%
EIM
220
Essex Investment Management
Massachusetts
$12.6M -$88.6K -2,097 -0.7%
B
221
BP
United Kingdom
$12.5M – – –
MCM
222
Maltese Capital Management
New York
$12.4M -$917K -21,700 -7%
SCP
223
Sandhill Capital Partners
New York
$12.4M +$260K +6,146 +2%
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.4M -$567K -13,409 -4%
CCMH
225
Cornerstone Capital Management Holdings
New York
$12.3M -$1.3M -30,736 -10%
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