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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
+$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 %
RBA
326
Richard Bernstein Advisors
New York
$2.32M – – –
BG
327
Bollard Group
Massachusetts
$2.31M -$118K -4,542 -5%
HW
328
Hancock Whitney
Mississippi
$2.31M +$79.1K +3,020 +4%
FIM
329
Foresters Investment Management
New York
$2.3M +$41.6K +1,600 +2%
MERSOM
330
Municipal Employees' Retirement System of Michigan
Michigan
$2.29M +$643K +24,740 +39%
IG
331
ING Group
Netherlands
$2.29M -$14.3M -550,743 -86%
APFBOT
332
Amica Pension Fund Board of Trustees
Rhode Island
$2.26M – – –
CF
333
CNA Financial
Illinois
$2.25M – – –
Federated Hermes
334
Federated Hermes
Pennsylvania
$2.17M +$1.04M +40,186 +93%
GIA
335
Gargoyle Investment Advisor
New Jersey
$2.15M +$806K +31,000 +60%
CIP
336
Convergence Investment Partners
Florida
$2.14M +$2.14M +82,486 New
ICM
337
Ionic Capital Management
New York
$2.1M +$312K +12,000 +17%
LOAMU
338
Lombard Odier Asset Management (USA)
New York
$2.1M +$2.1M +80,663 New
WG
339
Winton Group
United Kingdom
$2.04M +$2.04M +78,519 New
AB
340
Amalgamated Bank
New York
$2.01M +$403K +13,716 +25%
KIA
341
KCM Investment Advisors
California
$2M +$145K +5,595 +8%
MHC
342
Meyer Handelman Company
New York
$1.98M – – –
BMM
343
Buffington Mohr McNeal
Idaho
$1.98M -$133K -5,135 -6%
PP
344
Paloma Partners
Connecticut
$1.97M -$358K -13,769 -15%
CFP
345
Cornerstone Financial Partners
North Carolina
$1.96M +$1.96M +75,364 New
PP
346
Patten & Patten
Tennessee
$1.92M -$201K -7,722 -9%
ECM
347
Element Capital Management
New York
$1.91M -$180K -6,927 -9%
ED
348
Exane Derivatives
France
$1.87M +$431K +16,585 +30%
CS
349
Candriam SCA
Luxembourg
$1.85M +$467K +17,970 +34%
RAM
350
Roanoke Asset Management
New Jersey
$1.85M -$6.29K -242 -0.3%
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