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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 %
Twin Tree Management
276
Twin Tree Management
Texas
$3.97M -$1.08M -41,603 -21%
DC
277
Deere & Company
Illinois
$3.93M +$681K +26,232 +21%
WAM
278
World Asset Management
Michigan
$3.88M +$9.79K +377 +0.3%
SAM
279
Securian Asset Management
Minnesota
$3.85M -$6.94K -267 -0.2%
MME
280
Meag Munich Ergo
Germany
$3.84M +$3.84M +148,359 New
LMIM
281
Lockheed Martin Investment Management
Maryland
$3.83M +$766K +29,500 +25%
AIU
282
Algebris Investments (UK)
United Kingdom
$3.76M +$1.16M +44,750 +45%
TAF
283
Tredje AP-fonden
Sweden
$3.72M -$245K -9,417 -6%
PGFC
284
Peapack-Gladstone Financial Corp
New Jersey
$3.64M -$133K -5,126 -4%
Stifel Financial
285
Stifel Financial
Missouri
$3.63M +$1.01M +39,039 +39%
DILH
286
Dai-ichi Life Holdings
Japan
$3.59M -$2.4M -92,312 -40%
AMI
287
Amica Mutual Insurance
Rhode Island
$3.58M – – –
PPCM
288
Pillar Pacific Capital Management
California
$3.41M +$147K +5,652 +5%
GIM
289
Grassi Investment Management
California
$3.4M -$6.5K -250 -0.2%
DnB Asset Management
290
DnB Asset Management
Norway
$3.35M +$135K +5,200 +4%
KRS
291
Kentucky Retirement Systems
Kentucky
$3.34M -$308K -11,868 -8%
KJHP
292
K.J. Harrison & Partners
Ontario, Canada
$3.29M +$3.29M +126,437 New
COPPSERS
293
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.14M +$198K +7,605 +7%
CAM
294
Capstone Asset Management
Texas
$3.11M -$6.55M -252,193 -68%
WPIC
295
White Pine Investment Company
Michigan
$3.07M -$12K -460 -0.4%
CLOS
296
Compagnie Lombard Odier SCmA
Switzerland
$3.07M -$1.47M -56,597 -32%
SIM
297
Sentry Investment Management
Wisconsin
$3.07M – – –
LBC
298
Lowe Brockenbrough & Co
Virginia
$3.04M -$138K -5,295 -4%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$3.03M +$84.1K +3,238 +3%
Robeco Institutional Asset Management
300
Robeco Institutional Asset Management
Netherlands
$2.95M -$458K -17,626 -13%
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