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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 %
VIA
401
Vantage Investment Advisors
Pennsylvania
$1.14M -$111K -4,280 -9%
PAG
402
Private Advisor Group
New Jersey
$1.13M +$175K +6,895 +18%
NONA
403
Ninety One North America
New York
$1.11M +$153K +5,900 +16%
HI
404
HBK Investments
Texas
$1.1M -$17.3M -665,143 -94%
NBC
405
Neuberger Berman Canada
Ontario, Canada
$1.09M +$326K +12,538 +43%
PCM
406
Princeton Capital Management
New Jersey
$1.09M -$19.7K -758 -2%
Jacobs Levy Equity Management
407
Jacobs Levy Equity Management
New Jersey
$1.09M +$25.5K +980 +2%
CK
408
Cohen Klingenstein
New York
$1.08M – – –
AAIM
409
American Assets Investment Management
California
$1.04M +$260K +10,000 +33%
MNBTD
410
Moody National Bank Trust Division
Texas
$1.04M -$7.8K -300 -0.7%
ANRIA
411
American National Registered Investment Advisor
Texas
$1.04M – – –
FNT
412
First National Trust
Pennsylvania
$1.03M -$7.72K -297 -0.7%
BPC
413
Banque Pictet & Cie
Switzerland
$1.02M +$104K +4,000 +11%
FT
414
Fiduciary Trust
Massachusetts
$1.01M +$130 +5 +0%
LTFS
415
Ladenburg Thalmann Financial Services
Florida
$998K -$98.4K -3,787 -9%
FAAS
416
First Allied Advisory Services
California
$983K +$247K +9,487 +34%
PA
417
Profund Advisors
Maryland
$973K +$96.7K +3,722 +11%
SG Americas Securities
418
SG Americas Securities
New York
$961K -$10.7M -411,095 -92%
SG
419
Societe Generale
$961K +$961K +36,971 New
CC
420
ClearArc Capital
Ohio
$954K -$14K -539 -1%
AG
421
Advisor Group
Arizona
$952K +$952K +36,776 New
CI
422
Conning Inc
Connecticut
$949K +$14.8K +570 +2%
WIA
423
Westbourne Investment Advisors
Maryland
$948K +$81.8K +3,150 +9%
Two Sigma Investments
424
Two Sigma Investments
New York
$938K -$606K -23,346 -39%
BAM
425
Burgundy Asset Management
Ontario, Canada
$937K – – –
15 16
17
18 19