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 %
Daiwa Securities Group
426
Daiwa Securities Group
Japan
$907K +$23.4K +900 +3%
MYAM
427
Meiji Yasuda Asset Management
Japan
$906K +$486K +18,705 +116%
American Century Companies
428
American Century Companies
Missouri
$903K -$5.56M -213,824 -86%
RIL
429
Rothschild Investment LLC
Illinois
$894K -$176K -6,780 -16%
JG
430
Jefferies Group
New York
$883K -$4.49M -172,886 -84%
MSV
431
MN Services Vermogensbeheer
Netherlands
$873K +$23.6K +1,010 +3%
BAC
432
Boys Arnold & Co
North Carolina
$870K +$209K +8,035 +32%
Pacer Advisors
433
Pacer Advisors
Pennsylvania
$863K +$71.8K +2,766 +9%
Wolverine Trading
434
Wolverine Trading
Illinois
$863K +$863K +34,222 New
CICI
435
Capital Investment Counsel Inc
North Carolina
$862K – – –
NB
436
Norinchukin Bank
Japan
$861K +$29.6K +1,138 +4%
Cambridge Investment Research Advisors
437
Cambridge Investment Research Advisors
Iowa
$856K -$7.87K -303 -0.9%
CWM
438
Catamount Wealth Management
Connecticut
$845K – – –
HNB
439
Huntington National Bank
Ohio
$843K -$987K -37,986 -54%
Los Angeles Capital Management
440
Los Angeles Capital Management
California
$837K -$188K -7,230 -18%
Hudson Bay Capital Management
441
Hudson Bay Capital Management
Connecticut
$834K +$834K +32,100 New
FB
442
Fulton Bank
Pennsylvania
$821K +$27.7K +1,067 +3%
CIM
443
CIM Investment Management
Pennsylvania
$811K -$35.6K -1,370 -4%
SACTSONJ
444
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$803K – – –
Bank of Nova Scotia
445
Bank of Nova Scotia
Ontario, Canada
$792K +$44.2K +1,700 +6%
JWBC
446
J.W. Burns & Co
New York
$783K +$783K +30,132 New
AIP
447
Ameritas Investment Partners
Nebraska
$776K +$25.9K +996 +3%
CWM
448
Concert Wealth Management
California
$763K +$186K +7,151 +32%
BOH
449
Bank of Hawaii
Hawaii
$760K +$27.2K +1,045 +4%
IIM
450
Intact Investment Management
Quebec, Canada
$749K – – –
16 17
18
19 20