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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 %
TCM
351
Telos Capital Management
California
$1.85M +$145K +5,566 +8%
HAI
352
Hennessy Advisors Inc
California
$1.82M -$910K -35,000 -33%
YIA
353
YHB Investment Advisors
Connecticut
$1.81M +$1.35M +51,925 +291%
Creative Planning
354
Creative Planning
Kansas
$1.78M +$386K +14,858 +28%
Fiera Capital (Canada)
355
Fiera Capital (Canada)
Quebec, Canada
$1.76M +$18.2K +700 +1%
SLI
356
Sumitomo Life Insurance
Japan
$1.75M -$61.4K -2,364 -3%
EOJOAM
357
E. Ohman J:or Asset Management
Sweden
$1.74M +$142K +5,450 +9%
AW
358
ACG Wealth
Georgia
$1.72M -$11.5K -443 -0.7%
Nordea Investment Management
359
Nordea Investment Management
Sweden
$1.7M -$362K -13,920 -18%
William Blair & Company
360
William Blair & Company
Illinois
$1.69M -$115K -4,416 -6%
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$1.69M +$1.69M +65,000 New
LD
362
Lipe & Dalton
New York
$1.65M +$1.65M +63,590 New
NAM
363
NorthCoast Asset Management
Connecticut
$1.65M +$1.65M +63,466 New
RG
364
Rathbones Group
United Kingdom
$1.64M +$4.16K +160 +0.3%
QI
365
QS Investors
New York
$1.63M -$114K -4,389 -7%
VKH
366
Virtu KCG Holdings
New York
$1.6M -$7.31M -281,342 -82%
NLI
367
Nippon Life Insurance
Japan
$1.6M -$907K -34,903 -36%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.59M -$211K -8,123 -12%
JIC
369
Joel Isaacson & Co
New York
$1.56M +$74.7K +2,877 +5%
LTI
370
Laffer Tengler Investments
Tennessee
$1.55M -$84.7K -3,260 -5%
WSTAM
371
Wilbanks Smith & Thomas Asset Management
Virginia
$1.55M +$72.1K +2,776 +5%
MAM
372
Mizuho Asset Management
Japan
$1.54M +$249K +9,599 +19%
QC
373
Quadrature Capital
United Kingdom
$1.53M -$3.54M -136,099 -70%
NMIMC
374
Northwestern Mutual Investment Management Company
Wisconsin
$1.5M -$37.2M -1,432,368 -96%
Truist Financial
375
Truist Financial
North Carolina
$1.43M -$15.6K -600 -1%
13 14
15
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