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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 %
MA
626
MCF Advisors
Kentucky
$108K -$82.2K -3,158 -43%
First Manhattan
627
First Manhattan
New York
$108K – – –
PCM
628
Prelude Capital Management
New York
$103K +$103K +3,956 New
SAMC
629
Shinko Asset Management Company
Japan
$99K – – –
TCOV
630
Trust Company of Vermont
Vermont
$96K -$9.24K -355 -9%
SSB
631
Sandy Spring Bank
Maryland
$90K +$84.8K +3,275 +1,638%
S
632
SignatureFD
Georgia
$86K +$24.1K +922 +39%
PFBT
633
Parkside Financial Bank & Trust
Missouri
$84K +$5.67K +218 +7%
AWM
634
Avior Wealth Management
Nebraska
$83K – – –
CB
635
Community Bank
New York
$79K – – –
WAS
636
WESPAC Advisors SoCal
California
$75.9K – – –
ECM
637
Estabrook Capital Management
New York
$75.5K – – –
ASN
638
Advisory Services Network
Georgia
$72K +$42.7K +1,647 +146%
HCM
639
Highlander Capital Management
New Jersey
$71K – – –
WA
640
WFG Advisors
Texas
$67K +$52 +2 +0.1%
IWM
641
Integrated Wealth Management
California
$65K -$9.44K -363 -13%
ZB
642
Zions Bancorporation
Utah
$63K +$21.1K +795 +50%
FHA
643
First Horizon Advisors
Tennessee
$62K -$23.3K -907 -27%
PG
644
Patten Group
Tennessee
$62K -$28.7K -1,105 -32%
BIG
645
Bellwether Investment Group
Tennessee
$61K +$61K +2,332 New
ATC
646
Adirondack Trust Company
New York
$56K +$3.69K +144 +7%
PWM
647
Perigon Wealth Management
California
$54K +$54K +2,070 New
SBL
648
Sargent Bickham Lagudis
Colorado
$53K -$9.35K -360 -15%
FQ
649
First Quadrant
California
$49K – – –
WCM
650
Wealthcare Capital Management
Virginia
$48K – – –
24 25
26
27 28