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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 %
GAG
501
GM Advisory Group
New York
$481K – – –
PNC
502
Park National Corp
Ohio
$479K +$38.9K +1,497 +9%
LGC
503
Laurel Grove Capital
California
$466K -$135K -5,200 -22%
FNFDCM
504
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$466K – – –
AAM
505
Advisors Asset Management
Colorado
$465K -$64.8K -2,494 -12%
WC
506
Whitnell & Co
Illinois
$465K – – –
MIH
507
Madison Investment Holdings
Wisconsin
$462K +$462K +17,800 New
QI
508
Quotient Investors
New York
$457K -$508K -19,582 -53%
PAM
509
PT Asset Management
Illinois
$449K -$2.12M -81,800 -83%
I
510
IberiaBank
Louisiana
$449K +$72.8K +2,803 +19%
PCMM
511
Private Capital Management (Minnesota)
Minnesota
$447K – – –
DAM
512
Delta Asset Management
Tennessee
$437K – – –
PGIM
513
Pacific Global Investment Management
California
$433K -$1.79K -69 -0.4%
CONA
514
Capital One National Association
New York
$425K -$19.9K -765 -4%
HAG
515
HighPoint Advisor Group
Illinois
$424K +$132K +4,519 +45%
PSUF
516
People's United Financial
Connecticut
$423K -$7.07K -272 -2%
BA
517
Birinyi Associates
Connecticut
$422K -$84.4K -3,250 -17%
MI
518
Montage Investments
Kansas
$414K -$352K -13,559 -46%
PL
519
Perpetual Ltd
Australia
$410K +$410K +15,800 New
CIP
520
Cornerstone Investment Partners
Georgia
$406K +$6.57K +253 +2%
PAI
521
Pittenger & Anderson Inc
Nebraska
$405K – – –
BF
522
BOK Financial
Oklahoma
$402K -$76.4K -2,940 -16%
CG
523
Cutler Group
California
$399K +$399K +15,386 New
Acadian Asset Management
524
Acadian Asset Management
Massachusetts
$397K +$289K +11,116 +266%
CCM
525
Cullen Capital Management
New York
$395K – – –
19 20
21
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