We are live on ! Find out more
MS icon

Morgan Stanley

745 hedge funds and large institutions have $41.7B invested in Morgan Stanley in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 300 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

7% more capital invested

Capital invested by funds: $38.9B → $41.7B (+$2.86B)

2.62% more ownership

Funds ownership: 80.4%83.02% (+2.6%)

3% less funds holding

Funds holding: 765745 (-20)

12% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 300

19% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 84

50% less call options, than puts

Call options by funds: $653M | Put options by funds: $1.32B

Holders
745
Holders Change
-20
Holders Change %
-2.61%
% of All Funds
19.88%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
68
Increased
263
Reduced
300
Closed
84
Calls
$653M
Puts
$1.32B
Net Calls
-$663M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
601
Lee, Danner & Bass
Tennessee
$225K +$227K +8,663 New
VIA
602
Vident Investment Advisory
Georgia
$225K +$227K +8,671 New
Two Sigma Advisers
603
Two Sigma Advisers
New York
$222K -$2.18M -83,200 -91%
BB
604
Bell Bank
North Dakota
$222K -$20.4K -780 -8%
RMDI
605
R.M. Davis Inc
Maine
$215K +$216K +8,275 New
BFM
606
Boothbay Fund Management
New York
$210K -$5.26K -201 -2%
GWM
607
Geneos Wealth Management
Colorado
$206K +$29.9K +1,143 +17%
Handelsbanken Fonder
608
Handelsbanken Fonder
Sweden
$205K +$206K +7,872 New
SWP
609
Stratos Wealth Partners
Ohio
$204K -$91.8K -3,511 -31%
SIG
610
Schooner Investment Group
Pennsylvania
$194K -$65.4K -2,500 -25%
AIM
611
Anchor Investment Management
South Carolina
$185K -$88.4K -3,380 -32%
CCM
612
Cupps Capital Management
Illinois
$183K -$1.18K -45 -0.6%
EWM
613
Evercore Wealth Management
New York
$180K -$54K -2,066 -23%
RCM
614
Riverhead Capital Management
Delaware
$173K -$4.77M -182,499 -98%
FMLI
615
Fukoku Mutual Life Insurance
Japan
$171K
BAM
616
Brave Asset Management
New Jersey
$166K -$26.2K -1,000 -14%
CTC
617
Central Trust Company
Missouri
$165K -$5.83K -223 -3%
AIM
618
Acrospire Investment Management
Illinois
$161K +$81.1K +3,100 +100%
AIM
619
Assured Investment Management
New York
$158K -$92.2K -3,526 -37%
CFG
620
Citizens Financial Group
Rhode Island
$152K
GLI
621
Guardian Life Insurance
New York
$149K +$3.74K +143 +3%
ADL
622
Asset Dedication LLC
California
$142K
SF
623
Synovus Financial
Georgia
$141K +$14.4K +549 +11%
AssetMark Inc
624
AssetMark Inc
California
$138K +$104K +3,962 +291%
SC
625
SRB Corp
Massachusetts
$137K -$10.7K -411 -7%