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Morgan Stanley

745 hedge funds and large institutions have $41.7B invested in Morgan Stanley in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 300 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

7% more capital invested

Capital invested by funds: $38.9B → $41.7B (+$2.86B)

2.62% more ownership

Funds ownership: 80.4%83.02% (+2.6%)

3% less funds holding

Funds holding: 765745 (-20)

12% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 300

19% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 84

50% less call options, than puts

Call options by funds: $653M | Put options by funds: $1.32B

Holders
745
Holders Change
-20
Holders Change %
-2.61%
% of All Funds
19.88%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
68
Increased
263
Reduced
300
Closed
84
Calls
$653M
Puts
$1.32B
Net Calls
-$663M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$213M -$3.38M -129,352 -2%
Norges Bank
27
Norges Bank
Norway
$212M -$52.4M -2,002,578 -20%
JHIU
28
Janus Henderson Investors US
Colorado
$211M +$103M +3,953,641 +95%
Bank of America
29
Bank of America
North Carolina
$206M +$7.44M +284,528 +4%
UBS AM
30
UBS AM
Illinois
$199M -$5.39M -206,089 -3%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$195M +$9.88M +377,900 +5%
Barclays
32
Barclays
United Kingdom
$185M +$138M +5,258,746 +280%
Fidelity International
33
Fidelity International
Bermuda
$173M -$1.53M -58,507 -0.9%
PP
34
Prudential plc
United Kingdom
$170M +$10.3M +392,233 +6%
Legal & General Group
35
Legal & General Group
United Kingdom
$170M +$8.28M +316,683 +5%
CGI
36
CI Global Investments
California
$167M +$141M +5,379,230 +521%
Deutsche Bank
37
Deutsche Bank
Germany
$165M +$3.3M +126,267 +2%
PI
38
Putnam Investments
Massachusetts
$145M +$10M +382,215 +7%
TCIM
39
TIAA CREF Investment Management
New York
$138M +$14.2M +543,431 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$130M +$984K +37,625 +0.8%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$130M -$9.1M -348,100 -7%
CC
42
Carlson Capital
Texas
$129M +$70.6M +2,700,000 +120%
KP
43
Kiltearn Partners
United Kingdom
$128M +$672K +25,700 +0.5%
Prudential Financial
44
Prudential Financial
New Jersey
$114M +$799K +30,536 +0.7%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$112M -$17.9M -686,299 -14%
Charles Schwab
46
Charles Schwab
California
$110M +$2.94M +112,263 +3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$107M -$2.05M -78,383 -2%
TA
48
Teachers Advisors
New York
$102M +$702K +26,826 +0.7%
LCS
49
Levin Capital Strategies
New York
$102M +$54.3M +2,076,238 +113%
UBS Group
50
UBS Group
Switzerland
$97.9M -$41.8M -1,597,647 -30%