MS icon

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 %
MFW
551
Mosaic Family Wealth
Missouri
$328K +$200K +7,704 +157%
NFG
552
Next Financial Group
Texas
$325K +$68.2K +2,632 +27%
TP
553
Truvvo Partners
New York
$325K +$325K +12,500 New
Mariner
554
Mariner
Kansas
$322K +$322K +12,410 New
SAM
555
Silvercrest Asset Management
New York
$319K -$1.92K -74 -0.6%
NIMI
556
Natixis Investment Managers International
France
$316K -$56.7K -2,180 -15%
BDF
557
Balasa Dinverno & Foltz
$311K -$2.89K -111 -0.9%
NFA
558
Nuveen Fund Advisors
Illinois
$311K +$311K +11,958 New
OIA
559
Optimum Investment Advisors
Illinois
$305K +$26 +1 +0%
Jones Financial Companies
560
Jones Financial Companies
Missouri
$304K -$337 -13 -0.1%
SLF
561
Sun Life Financial
Ontario, Canada
$301K -$187K -7,182 -38%
TU
562
TDAM USA
Ontario, Canada
$300K -$423K -16,289 -58%
MGIA
563
Moneta Group Investment Advisors
Missouri
$286K – – –
IP
564
Interval Partners
New York
$286K +$286K +11,000 New
Northwestern Mutual Wealth Management
565
Northwestern Mutual Wealth Management
Wisconsin
$280K -$101K -3,885 -26%
SC
566
Savant Capital
Illinois
$270K +$6.92K +266 +3%
EA
567
Euclid Advisors
Connecticut
$270K +$270K +10,380 New
SCM
568
Sterling Capital Management
North Carolina
$268K – – –
ECM
569
ETrade Capital Management
Virginia
$268K +$268K +10,333 New
BCM
570
Bluefin Capital Management
New York
$266K +$250K +9,641 +1,607%
KWMG
571
King Wealth Management Group
Florida
$265K – – –
SRC
572
Shufro Rose & Co
New York
$262K – – –
AIA
573
Affinity Investment Advisors
California
$255K -$10.2M -392,447 -98%
WT
574
Whittier Trust
California
$254K – – –
IAM
575
Impax Asset Management
New Hampshire
$252K -$1.48M -56,797 -85%
21 22
23
24 25