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Morgan Stanley
MS

Overview Fund Activity

743 hedge funds and large institutions have $41.7B invested in Morgan Stanley in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 263 increasing their positions, 300 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
-21
Holders Change %
-2.75%
% of All Funds
19.86%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
67
Increased
263
Reduced
300
Closed
84
Calls
$653M
Puts
$1.32B
Net Calls
-$663M
Net Calls Change
-$142M

Top Buyers

1
VH
ValueAct Holdings
California
$987M
2
Ameriprise
Ameriprise
Minnesota
$545M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.95B
4
CGI
CI Global Investments
California
$167M
5
Barclays
Barclays
United Kingdom
$185M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.5B
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$14.9M
3
Franklin Resources
Franklin Resources
California
$577M
4
VFA
Virtus Fund Advisers
Connecticut
$6.46M
5
BIM
BlackRock Investment Management
Delaware
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
226
D.A. Davidson & Co
Montana
$6.26M +$293K +11,280 +5%
Axa
227
Axa
France
$6.24M -$19.6K -754 -0.3%
HIMC
228
Heritage Investors Management Corp
Maryland
$6.16M +$124K +4,757 +2%
AHB
229
Abner Herrman & Brock
New Jersey
$6.07M -$673K -25,455 -10%
NP
230
NS Partners
United Kingdom
$6.06M +$1.37M +52,575 +29%
Lazard Asset Management
231
Lazard Asset Management
New York
$6.01M -$2.82M -108,555 -32%
ZIG
232
Zurich Insurance Group
Switzerland
$5.94M +$154K +5,911 +3%
LM
233
Lincluden Management
Ontario, Canada
$5.86M +$34.3K +1,320 +0.6%
BIM
234
Bridgecreek Investment Management
Oklahoma
$5.77M +$426K +16,400 +8%
CL
235
Croft-Leominster
Maryland
$5.75M +$27.5K +1,057 +0.5%
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$5.72M +$216K +8,307 +4%
WB
237
WesBanco Bank
West Virginia
$5.56M -$42.1K -1,619 -0.8%
CBOA
238
Commonwealth Bank of Australia
Australia
$5.54M +$2.01M +77,334 +57%
Nomura Asset Management
239
Nomura Asset Management
Japan
$5.34M +$67.5K +2,600 +1%
JPMIA
240
J.P. Marvel Investment Advisors
Massachusetts
$5.32M -$143K -5,504 -3%
MCA
241
Mendon Capital Advisors
Florida
$5.31M – – –
MSA
242
Mason Street Advisors
Wisconsin
$5.29M +$442 +17 +0%
ANI
243
American National Insurance
Texas
$5.25M – – –
AF
244
Ally Financial
Michigan
$5.2M – – –
KBC Group
245
KBC Group
Belgium
$5.17M -$4.81M -185,035 -48%
BUB
246
BBVA USA Bancshares
Texas
$5.1M +$2.56M +98,714 +101%
IRF
247
IBM Retirement Fund
New York
$5.03M -$293K -10,943 -6%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$5M +$984K +37,855 +24%
HHMI
249
Howard Hughes Medical Institute
Maryland
$4.94M – – –
AB
250
AT Bancorp
Iowa
$4.89M -$1.13M -43,694 -19%
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