MS - MORGAN STANLEY
This page shows which of the focused investors we track hold MS and how their positions changed, so you can see how much conviction the group has in the stock.
In Q4 2016 it was held by 7 managers with an aggregate reported value of $1.67B, which is 0.22% of the combined portfolio.
As of Q4 2016, 7 tracked institutional managers held MS (MORGAN STANLEY) with an aggregate reported value of $1.67B — 0.22% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2016
- Ticker
- MS
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | ValueAct Capital - ValueAct Capital | 9.33% | Reduce -35.8% | 26,901,000 | $1.14B |
| 2 | Richard Pzena - Pzena Investment Management | 2.40% | Reduce -12.1% | 9,972,762 | $421.35M |
| 3 | John Armitage - Egerton Capital | 1.14% | New | 2,225,381 | $94.02M |
| 4 | David Katz - Matrix Asset Advisors | 1.94% | Reduce -31.7% | 271,501 | $11.47M |
| 5 | Ariel Investments - Ariel Investments | 0.06% | Reduce -52.5% | 116,692 | $4.93M |
| 6 | Muhlenkamp - Muhlenkamp | 0.09% | - | 6,505 | $275K |
| 7 | Dodge & Cox - Dodge & Cox | 0.00% | Reduce -12.7% | 5,500 | $232K |
Loading holder history for MS…