MS icon

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
+$391M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$252M
4
CGI
CI Global Investments
California
+$140M
5
Barclays
Barclays
United Kingdom
+$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$340M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$208M
3
Franklin Resources
Franklin Resources
California
-$132M
4
VFA
Virtus Fund Advisers
Connecticut
-$82.9M
5
BIM
BlackRock Investment Management
Delaware
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
301
Analytic Investors
California
$2.93M +$238K +9,177 +9%
MAM
302
Meeder Asset Management
Ohio
$2.93M +$779K +29,994 +36%
CIM
303
Calvert Investment Management
Maryland
$2.93M +$2.93M +112,718 New
AF
304
Arrow Financial
New York
$2.9M -$66K -2,541 -2%
TG
305
TCW Group
California
$2.89M +$101K +3,900 +4%
PA
306
Pinnacle Associates
New York
$2.87M -$118K -4,529 -4%
LMGAM
307
Liberty Mutual Group Asset Management
Massachusetts
$2.85M +$254K +9,773 +10%
Brown Advisory
308
Brown Advisory
Maryland
$2.85M -$87.6K -3,372 -3%
CC
309
Colrain Capital
Massachusetts
$2.79M -$1.12M -43,100 -29%
Teacher Retirement System of Texas
310
Teacher Retirement System of Texas
Texas
$2.73M +$677K +26,060 +33%
MA
311
Montag & Associates
Georgia
$2.65M +$2.65M +101,879 New
UOC
312
UBS O'Connor
Illinois
$2.64M +$2.64M +101,565 New
OC
313
Oppenheimer & Co
New York
$2.63M -$309K -11,882 -11%
BCM
314
BTC Capital Management
Iowa
$2.62M -$49.3K -1,896 -2%
GAM
315
Gotham Asset Management
New York
$2.59M +$2.31M +88,863 +809%
LSERS
316
Louisiana State Employees Retirement System
Louisiana
$2.58M -$80.6K -3,100 -3%
B
317
Barings
North Carolina
$2.57M – – –
BCM
318
BlueMar Capital Management
Florida
$2.57M +$2.57M +99,000 New
DCM
319
Dupont Capital Management
Delaware
$2.56M -$489K -18,834 -16%
Nomura Holdings
320
Nomura Holdings
Japan
$2.51M -$7.03M -272,216 -74%
Commonwealth Equity Services
321
Commonwealth Equity Services
Massachusetts
$2.49M -$173K -6,640 -6%
DY
322
Dowling & Yahnke
California
$2.49M +$310K +11,925 +14%
ERSOT
323
Employees Retirement System of Texas
Texas
$2.41M -$130K -5,000 -5%
Simplex Trading
324
Simplex Trading
Illinois
$2.38M +$2.38M +91,484 New
SCM
325
Shelton Capital Management
Colorado
$2.36M +$27.2K +1,049 +1%
11 12
13
14 15