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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 %
DI
451
Diligent Investors
California
$744K +$356K +13,704 +92%
BSPF
452
British Steel Pension Fund
United Kingdom
$738K -$1.86M -71,526 -72%
W
453
Wealthfront
California
$724K -$126K -4,847 -15%
RJFSA
454
Raymond James Financial Services Advisors
Florida
$723K -$59.4K -2,286 -8%
WBG
455
Wharton Business Group
Pennsylvania
$717K +$43.9K +1,690 +7%
UAM
456
UAS Asset Management
New York
$714K -$4.93M -189,775 -87%
CAM
457
Cacti Asset Management
Georgia
$701K – – –
CIM
458
CenturyLink Investment Management
Colorado
$699K – – –
CCM
459
Cadence Capital Management
Massachusetts
$698K +$5.69K +219 +0.8%
ECM
460
Everence Capital Management
Indiana
$697K +$287K +11,030 +70%
HCM
461
Hodges Capital Management
Texas
$692K +$28.6K +1,100 +4%
TSS
462
Two Sigma Securities
New York
$689K +$689K +26,505 New
BC
463
Banced Corp
Illinois
$686K -$204K -6,468 -23%
NERM
464
New England Research & Management
Illinois
$680K -$339K -13,050 -33%
UCFA
465
United Capital Financial Advisors
Texas
$678K -$85.6K -3,295 -11%
IPC
466
Independent Portfolio Consultants
Florida
$677K +$29.9K +1,150 +5%
SM
467
Salzhauer Michael
$671K – – –
CCT
468
Country Club Trust
Missouri
$669K +$107K +4,100 +19%
CC
469
Courier Capital
New York
$658K -$728 -28 -0.1%
AP
470
Advisor Partners
California
$656K +$15.7K +603 +2%
ACP
471
Arcus Capital Partners
Georgia
$643K -$114K -4,400 -15%
DVM
472
Dreman Value Management
Florida
$634K -$2.39K -92 -0.4%
RSS
473
Rosenblum Silverman Sutton
California
$613K +$613K +23,582 New
LOAME
474
Lombard Odier Asset Management (Europe)
United Kingdom
$601K +$601K +23,139 New
BBI
475
Baxter Bros Inc
Connecticut
$595K +$595K +22,900 New
17 18
19
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