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Morgan Stanley
MS

Overview Fund Activity

764 hedge funds and large institutions have $38.9B invested in Morgan Stanley in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 273 reducing their positions, and 110 closing their positions.

Holders
764
Holders Change
-50
Holders Change %
-6.14%
% of All Funds
20.39%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.37%
New
71
Increased
326
Reduced
273
Closed
110
Calls
$583M
Puts
$1.1B
Net Calls
-$522M
Net Calls Change
+$412M

Top Buyers

1
State Street
1
State Street
Massachusetts
$3.96B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.56B
3
Franklin Resources
3
Franklin Resources
California
$682M
4
Goldman Sachs
4
Goldman Sachs
New York
$242M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.77B

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$120M
2
Capital World Investors
2
Capital World Investors
California
$42.7M
3
EIP
3
Epoch Investment Partners
New York
$0
4
DCM
4
Discovery Capital Management
Connecticut
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$577M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$10.8B 432,017,152 – –
State Street
2
State Street
Massachusetts
$3.96B 158,338,614 +20,974,063 +15%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.56B 142,188,722 +12,270,800 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.13B 85,359,354 +3,762,572 +5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.77B 70,792,726 +5,502,975 +8%
BIT
6
BlackRock Institutional Trust
California
$989M 39,543,434 +897,207 +2%
Invesco
7
Invesco
Georgia
$746M 29,818,593 +931,939 +3%
Franklin Resources
8
Franklin Resources
California
$682M 27,280,507 +7,374,633 +37%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$577M 23,069,322 -5,338,955 -19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$460M 18,381,258 -230,155 -1%
BFA
11
BlackRock Fund Advisors
California
$450M 18,009,170 -597,787 -3%
Jennison Associates
12
Jennison Associates
New York
$437M 17,463,549 -4,977,039 -22%
Northern Trust
13
Northern Trust
Illinois
$435M 17,063,623 +241,786 +1%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$401M 16,040,362 -188,163 -1%
BA
15
BlackRock Advisors
Delaware
$383M 15,325,113 +3,361,501 +28%
Pzena Investment Management
16
Pzena Investment Management
New York
$316M 12,649,083 +3,165,465 +33%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$293M 11,730,854 +2,231,133 +23%
BIM
18
BlackRock Investment Management
Delaware
$293M 11,696,585 +4,131,712 +55%
BG
19
BlackRock Group
United Kingdom
$289M 11,554,688 -496,924 -4%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258M 10,293,152 +480,859 +5%
Norges Bank
21
Norges Bank
Norway
$254M 10,165,169 +427,923 +4%
Goldman Sachs
22
Goldman Sachs
New York
$242M 9,658,991 +6,122,980 +173%
WT
23
Wellcome Trust
United Kingdom
$209M 8,355,000 +755,000 +10%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$208M 8,331,548 -336,369 -4%
UBS AM
25
UBS AM
Illinois
$197M 7,859,023 -305,904 -4%
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