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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 %
HVIA
476
Hudson Valley Investment Advisors
New York
$589K +$29.9K +1,150 +5%
1SB
477
1ST Source Bank
Indiana
$574K -$17.6K -677 -3%
DLG
478
Daniel L. Goodwin
$572K – – –
TYCC
479
Texas Yale Capital Corp
Florida
$568K – – –
DG
480
Davidson & Garrard
Virginia
$568K +$12.9K +498 +2%
BCM
481
Brown Capital Management
Maryland
$564K -$180K -6,930 -24%
LNWWM
482
Laird Norton Wetherby Wealth Management
California
$561K -$101K -3,886 -15%
TBA
483
Train Babcock Advisors
New York
$560K -$26K -1,000 -4%
CB
484
Commerce Bank
Missouri
$560K +$32.1K +1,234 +6%
TH
485
TCTC Holdings
Texas
$559K – – –
SC
486
Scotia Capital
Ontario, Canada
$549K -$42.2K -1,623 -7%
WAM
487
Wolverine Asset Management
Illinois
$545K +$545K +21,000 New
IMAS
488
ID Management A/S
Denmark
$544K – – –
FWCM
489
Ferguson Wellman Capital Management
Oregon
$541K -$36.4K -1,401 -6%
BCM
490
BlueCrest Capital Management
Jersey
$524K -$5.22M -201,125 -91%
OIM
491
Orca Investment Management
Oregon
$517K -$10.2K -391 -2%
WPC
492
White Pine Capital
Minnesota
$511K -$68.9K -2,650 -12%
DPIM
493
Duff & Phelps Investment Management
Illinois
$509K -$9.88K -380 -2%
FDS
494
First Dallas Securities
Texas
$507K +$182K +7,000 +56%
JT
495
Jump Trading
Illinois
$506K +$506K +19,492 New
NAMA
496
Nikko Asset Management Americas
New York
$505K – – –
RIM
497
Regent Investment Management
Kentucky
$500K +$26K +1,000 +5%
BCMO
498
Buckingham Capital Management (Ohio)
Ohio
$496K -$415K -15,984 -46%
OMCS
499
Old Mutual Customised Solutions
South Africa
$494K -$198K -7,600 -29%
SW
500
SVB Wealth
Massachusetts
$491K -$242K -9,292 -33%
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