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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 %
EDRH
576
Edmond de Rothschild Holding
Switzerland
$251K – – –
PAIA
577
Park Avenue Institutional Advisers
New York
$250K +$3.09K +119 +1%
CF
578
CenterStar Fund
Illinois
$249K -$4M – –
TCOT
579
Trust Company of Toledo
Ohio
$249K – – –
IH
580
IFC Holdings
Florida
$247K +$24.5K +935 +11%
WSFS
581
Wilmington Savings Fund Society
Delaware
$245K -$68.7K -2,640 -22%
RIG
582
Renaissance Investment Group
Massachusetts
$244K -$2.41M -93,008 -91%
SI
583
Stephens Inc
Arkansas
$243K -$2.32K -89 -0.9%
EDRPMB
584
Edmond de Rothschild Private Merchant Banking
United Kingdom
$240K – – –
GW
585
GW & Wade
Massachusetts
$240K +$26 +1 +0%
SFG
586
SevenBridge Financial Group
Pennsylvania
$239K +$239K +9,206 New
CSS
587
Cubist Systematic Strategies
Connecticut
$237K -$2.28M -87,894 -91%
P
588
Pitcairn
Pennsylvania
$235K +$15.3K +592 +7%
CPS
589
Counsel Portfolio Services
Ontario, Canada
$234K – – –
BFA
590
Beaumont Financial Advisors
Massachusetts
$234K +$5.65K +218 +2%
EGA
591
E&G Advisors
Texas
$234K +$234K +9,000 New
WT
592
Washington Trust
Rhode Island
$232K -$10.4K -400 -4%
LC
593
Loews Corp
New York
$231K -$24.6K -950 -10%
ZDA
594
Zweig-DiMenna Associates
New York
$231K +$231K +8,900 New
GLRA
595
Gerald L. Ray & Associates
Texas
$229K – – –
SI
596
SII Investments
Wisconsin
$228K +$228K +8,772 New
GT
597
Glenmede Trust
Pennsylvania
$226K -$95.2K -3,681 -30%
FTI
598
Fiduciary Trust International
Massachusetts
$226K – – –
LDB
599
Lee, Danner & Bass
Tennessee
$225K +$225K +8,663 New
VIA
600
Vident Investment Advisory
Georgia
$225K +$225K +8,671 New
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24
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