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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 %
Two Sigma Advisers
601
Two Sigma Advisers
New York
$222K -$2.16M -83,200 -91%
BB
602
Bell Bank
North Dakota
$222K -$20.2K -780 -8%
RMDI
603
R.M. Davis Inc
Maine
$215K +$215K +8,275 New
BFM
604
Boothbay Fund Management
New York
$210K -$5.22K -201 -2%
GWM
605
Geneos Wealth Management
Colorado
$206K +$29.5K +1,143 +17%
Handelsbanken Fonder
606
Handelsbanken Fonder
Sweden
$205K +$205K +7,872 New
SWP
607
Stratos Wealth Partners
Ohio
$204K -$91.3K -3,511 -31%
SIG
608
Schooner Investment Group
Pennsylvania
$194K -$64.7K -2,500 -25%
AIM
609
Anchor Investment Management
South Carolina
$185K -$87.8K -3,380 -32%
CCM
610
Cupps Capital Management
Illinois
$183K -$1.17K -45 -0.6%
EWM
611
Evercore Wealth Management
New York
$180K -$53.7K -2,066 -23%
RCM
612
Riverhead Capital Management
Delaware
$173K -$9.83M -182,499 -98%
FMLI
613
Fukoku Mutual Life Insurance
Japan
$171K – – –
BAM
614
Brave Asset Management
New Jersey
$166K -$25.9K -1,000 -14%
CTC
615
Central Trust Company
Missouri
$165K -$5.8K -223 -3%
AIM
616
Acrospire Investment Management
Illinois
$161K +$80.5K +3,100 +100%
AIM
617
Assured Investment Management
New York
$158K -$91.9K -3,526 -37%
CFG
618
Citizens Financial Group
Rhode Island
$152K – – –
GLI
619
Guardian Life Insurance
New York
$149K +$3.72K +143 +3%
ADL
620
Asset Dedication LLC
California
$142K – – –
SF
621
Synovus Financial
Georgia
$141K +$14.3K +549 +11%
AssetMark Inc
622
AssetMark Inc
California
$138K +$103K +3,962 +291%
SC
623
SRB Corp
Massachusetts
$137K -$10.6K -411 -7%
LNB
624
Ledyard National Bank
$135K -$72.6K -2,803 -35%
FNBT
625
FineMark National Bank & Trust
Florida
$113K +$2.19K +84 +2%
23 24
25
26 27