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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 %
TCT
526
TIAA CREF Trust
Missouri
$394K -$94.8K -3,647 -19%
Arrowstreet Capital
527
Arrowstreet Capital
Massachusetts
$392K -$1.79M -68,800 -82%
TG
528
TLP Group
Illinois
$387K -$260K -10,005 -40%
CIBC Private Wealth Group
529
CIBC Private Wealth Group
Georgia
$384K -$42.7K -1,642 -10%
RFC
530
Regions Financial Corp
Alabama
$384K +$52 +2 +0%
MFS
531
MSI Financial Services
Massachusetts
$383K -$225K -8,693 -37%
ARM
532
Adirondack Research & Management
New York
$377K – – –
GF
533
Gerstein Fisher
New York
$377K +$67.9K +2,609 +22%
WAM
534
Wealthspire Advisors (Maryland)
Maryland
$372K -$27.7K -1,066 -7%
KPCM
535
Kings Point Capital Management
New York
$361K -$38.9K -1,500 -10%
FNB
536
First Niagara Bank
New York
$361K -$2.6K -100 -0.7%
RJT
537
Raymond James Trust
Florida
$361K +$47.8K +1,842 +15%
IA
538
Icon Advisers
Colorado
$356K -$338K -13,000 -49%
JSAM
539
J. Safra Asset Management
New York
$355K -$1.07M -41,165 -75%
EFS
540
Essex Financial Services
Connecticut
$351K – – –
SFM
541
Systematic Financial Management
New Jersey
$350K – – –
TSWM
542
Triangle Securities Wealth Management
North Carolina
$349K -$193K -7,430 -36%
ARMT
543
Amica Retiree Medical Trust
Rhode Island
$348K – – –
DSC
544
Duncker Streett & Co
Missouri
$345K -$7.79K -300 -2%
CAM
545
Carret Asset Management
New York
$344K +$344K +13,222 New
CAN
546
Cetera Advisor Networks
California
$339K +$45.1K +1,742 +15%
CCA
547
Checchi Capital Advisers
California
$331K -$44.2K -1,700 -12%
IA
548
IFP Advisors
Florida
$331K +$314K +12,066 +1,817%
WOC
549
West Oak Capital
California
$330K -$10.4K -400 -3%
MMPW
550
Mitchell McLeod Pugh & Williams
Alabama
$328K – – –
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