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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.

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
1
Fidelity Investments
Massachusetts
$1.67B
2
State Street
2
State Street
Massachusetts
$6.88B
3
WRF
3
Waddell & Reed Financial
Kansas
$282M
4
APG Asset Management
4
APG Asset Management
Netherlands
$277M
5
BA
5
BlackRock Advisors
Delaware
$691M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.14B
2
Franklin Resources
2
Franklin Resources
California
$293M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.56B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$349M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$18.3B 432,017,152 – –
State Street
2
State Street
Massachusetts
$6.88B 162,752,027 +6,517,260 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.56B 131,498,904 -13,575,848 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.71B 87,895,246 +595,991 +0.7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2B 47,409,790 -4,197,495 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.67B 39,529,310 +11,986,512 +44%
BIT
7
BlackRock Institutional Trust
California
$1.64B 38,890,865 -171,932 -0.4%
Invesco
8
Invesco
Georgia
$1.17B 27,659,013 -1,548,249 -5%
VH
9
ValueAct Holdings
California
$1.14B 26,901,000 -14,999,000 -36%
Ameriprise
10
Ameriprise
Minnesota
$1B 23,779,407 +1,559,458 +7%
BFA
11
BlackRock Fund Advisors
California
$843M 19,941,761 +1,556,692 +8%
BA
12
BlackRock Advisors
Delaware
$691M 16,343,362 +3,413,416 +26%
Northern Trust
13
Northern Trust
Illinois
$665M 15,742,975 -609,634 -4%
Bank of America
14
Bank of America
North Carolina
$613M 14,519,364 +1,148,507 +9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$592M 14,006,458 -2,805,686 -17%
BG
16
BlackRock Group
United Kingdom
$586M 13,870,672 +1,658,983 +14%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$585M 13,843,266 -1,206,109 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$569M 13,486,266 +327,177 +2%
Goldman Sachs
19
Goldman Sachs
New York
$512M 12,128,236 +2,459,002 +25%
Pzena Investment Management
20
Pzena Investment Management
New York
$421M 9,972,762 -1,369,723 -12%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$412M 9,748,185 +18,457 +0.2%
BIM
22
BlackRock Investment Management
Delaware
$405M 9,588,895 +690,235 +8%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$392M 9,282,631 +974,920 +12%
JHIU
24
Janus Henderson Investors US
Colorado
$389M 9,197,447 -217,285 -2%
TCIM
25
TIAA CREF Investment Management
New York
$380M 8,997,136 +861,934 +11%
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