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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 %
Lord, Abbett & Co
251
Lord, Abbett & Co
New Jersey
$4.82M +$965K +37,148 +25%
M&T Bank
252
M&T Bank
New York
$4.71M -$415K -15,994 -8%
Janus Henderson Group
253
Janus Henderson Group
United Kingdom
$4.67M – – –
ST
254
Spot Trading
Illinois
$4.62M +$912K +35,126 +25%
Envestnet Asset Management
255
Envestnet Asset Management
Illinois
$4.6M +$208K +8,013 +5%
NMERB
256
New Mexico Educational Retirement Board
New Mexico
$4.58M +$231K +8,900 +5%
MOACM
257
Mutual of America Capital Management
New York
$4.57M +$142K +5,456 +3%
B
258
BP
United Kingdom
$4.55M +$1.95M +75,000 +75%
BTS
259
BB&T Securities
Virginia
$4.53M -$442K -17,021 -9%
AIC
260
Argus Investors Counsel
New York
$4.5M +$555K +21,375 +14%
MI
261
Markston International
New York
$4.5M +$923K +35,512 +26%
GL
262
GLG LLC
New York
$4.49M -$4.51M -173,675 -50%
LS
263
Livforsakringsbolaget Skandia
Sweden
$4.47M – – –
GH
264
GAM Holding
Switzerland
$4.42M +$64.2K +2,473 +1%
AAF
265
Andra AP-fonden
Sweden
$4.4M +$488K +18,800 +12%
SAM
266
Shell Asset Management
Netherlands
$4.39M +$929K +35,767 +27%
ST
267
Sentinel Trust
Texas
$4.3M -$781K -30,078 -15%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$4.26M +$59.3K +2,284 +1%
Asset Management One
269
Asset Management One
Japan
$4.13M +$379K +14,914 +10%
UB
270
UMB Bank
Missouri
$4.12M +$3.52M +135,615 +592%
EWM
271
Edge Wealth Management
New York
$4.05M -$448K -17,290 -10%
GPSPJS
272
General Pension Society PZU Joint Stock
Poland
$4.04M -$1.3M -50,000 -24%
OI
273
Oakbrook Investments
Illinois
$4.02M +$641K +24,673 +19%
Rafferty Asset Management
274
Rafferty Asset Management
New York
$4.01M -$1.25M -48,127 -24%
GCM
275
Gibraltar Capital Management
Oklahoma
$3.99M +$425K +16,377 +12%
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